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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#281

Post by delusional »

benced wrote: post #205
littlecranky67 wrote: post #167

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was prepar…

The likelihood intel AI was going to catch up with efforts like AWS Trainium, let alone Nvidia was already vanishingly small. This gives intel a chance at maintaining leading edge fab technologies. I feel bad for gamers - I’ve been considering buying a B580 - but honestly the consumer welfare of that market is a complete sidenote.

> This gives intel a chance at maintaining leading edge fab technologies.

I don't think so:

> The chip giant hasn’t disclosed whether it will use Intel Foundry to produce any of these products yet.

It seems pretty likely this is an x86 licensing strategy for nvidia. I doubt they're going to be manufacturing anything on intel fabs. I even wonder if this is a play to get an in with Trump by "supporting" his nationalizing intel strategy.

Re: Nvidia buys $5B in Intel

#282

Post by lobsterthief »

maxlin wrote: post #268
NewJazz wrote: post #244

Earlier quoted context omitted.

Wdym FCC just shut down that antifa Jimmothy Kimmithy.

[flagged]

He didn’t say anything violent. Have you watched the monologue?

Even if he did (which he didn’t), I don’t see Fox shutting down anything when one of their presenters recently stated, on air, that we should euthanize our homeless population.

Re: Nvidia buys $5B in Intel

#284

Post by nickysielicki »

benced wrote: post #205
littlecranky67 wrote: post #167

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was prepar…

The likelihood intel AI was going to catch up with efforts like AWS Trainium, let alone Nvidia was already vanishingly small. This gives intel a chance at maintaining leading edge fab technologies. I feel bad for gamers - I’ve been considering buying a B580 - but honestly the consumer welfare of that market is a complete sidenote.

I don’t agree. OneAPI gets a lot of things right that ROCM doesn’t, simply because ROCM is a 1:1 rip of what nvidia provides (warts and historical baggage included) whereas OneAPI was thoughtfully designed and did away with all of that. Intel has a strong history in networking, much stronger than Xilinx/AMD, and really was the best hope we had for an open standard to replace nvidia’s hellscape.

Re: Nvidia buys $5B in Intel

#285

Post by jgalt212 »

baq wrote: post #57
jgalt212 wrote: post #45

INTC is strategically important company. They won't be allowed to fail. Of course, that doesn't mean the stock is a good investment. During the GFC, all the equity holders were wiped out all the bond holders got all their money back. Figure that one out.

That's quite literally why bonds are bonds and equity is equity...

Perhaps, but you do understand that the probability of every tranche regardless of seniority getting paid in full and the equity getting nothing is zero. It's mathematically impossible to pin the waterfall like this.

Re: Nvidia buys $5B in Intel

#286

Post by yalogin »

littlecranky67 wrote: post #167

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was prepar…

I don’t follow how it’s a death knell to intel AI chips. Nvidia bought shares, not a board seat. May be that’s the plan, but if you take the example of Microsoft buying apple shares that only gave apple a lifeline to build better. I do understand nvidia wants to have the whole gpu market to themselves but how will they do it?

Re: Nvidia buys $5B in Intel

#287

Post by alexnewman »

littlecranky67 wrote: post #167

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was prepar…

Wait what. Intel GPU+AI efforts. People had to come together to fund the abandoned Intel SW development team. Intel GPUs are great at what they do but they are no nvidia. I don't even think that was on the roamdap. Also you don't know what nvidia wants. Maybe they want to flood the low end to destroy AMD benefiting consumers. We just don't know

Re: Nvidia buys $5B in Intel

#288

Post by matheusmoreira »

evanjrowley wrote: post #211

Nvidia's stake in Intel could have terrible consequences. First, it is in Nvidia's interest to kill Intel's Arc graphics, and that would be very bad because it is the only thing brighing GPU prices down for consumers. Second, the death of Intel graphics / Arc would be extremely bad for Linux, because Intel's approach to GPU drivers is the best for compatibility, wheras Nvidia is actively hostile to drivers on Linux.…

I agree. As a Linux user who favors Intel hardware due to their Linux support, I gotta say the future looks bleak.

Re: Nvidia buys $5B in Intel

#289

Post by JustExAWS »

tensor wrote: post #280
JustExAWS wrote: post #262

Earlier quoted context omitted.

AMD doesn’t have a foundery. They are irrelevant.

Well, I guess enjoy using your 3rd world Intel GPUs. A shitty foundery is irrelevant.

Intel isn’t that far behind. But it is dumb to depend on fabs in a country that is just one Chinese missile away from getting destroyed.
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