Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Nvidia buys $5B in Intel

tomshardware.com

Post reply on HN
Print view View original

341–350 of 638 posts

Re: Nvidia buys $5B in Intel

#341

Post by 0x457 »

Dylan16807 wrote: post #243
justincormack wrote: post #184

Earlier quoted context omitted.

Consumer gpus are totally different products from the high end gpus now. Intel has failed on the gpu market and has effectively zero market share, so it is not actually clear there is an antitrust issue in that market. It would be nice if there was more competition but there are other players like AMD and a long tail of smaller ones

Other than the market segmentation over RAM amounts, I don't see very much difference. There's some but there's been some for a long time. Isn't AMD re-unifying their architectures?

> There's some but there's been some for a long time. Isn't AMD re-unifying their architectures?

Yes.

> Other than the market segmentation over RAM amounts, I don't see very much difference.

The difference between CDNA and RDNA is pretty much how fast it can crunch FP64 and SR-IOV. Prior to RDNA, AMD GPUs were jacks of all trades with compute bias. Which made them bad for gaming unless the game is specifically written around async compute. Vega64 has more FP64 compute than the 4080 for context.

I think if AMD was able to get a solid market share of datacenter GPUs, they wouldn't have unified. This feels like CDNA team couldn't justify its existence.

Re: Nvidia buys $5B in Intel

#342

Post by sodality2 »

bee_rider wrote: post #307
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.…

Apparently it is 5% ownership. Does that give them enough leverage to tank Intel’s iGPUs? That would seem weird to be. Intel’s iGPUs are an incredibly good solution for their (non-glamorous) niche. Intel’s dGPUs might be in a risky spot, though. (So… what’s new?) Messing up Intel’s iGPUs would be a huge practical loss for, like, everyday desktop Linux folks. Tossing out their dGPUs, I don’t know if it is such a huge…

> Tossing out their dGPUs, I don’t know if it is such a huge loss

It would be an enormous loss to the consumer/enthusiast GPU buyer, as a third major competitor is improving the market from what feels like years and years of dreadful price/perf ratio.

Re: Nvidia buys $5B in Intel

#343

Post by FirmwareBurner »

bdamm wrote: post #328
FirmwareBurner wrote: post #316

Earlier quoted context omitted.

Well, the AI bubble will eventually pop since none of the major AI chatbots are remotely profitable, even on OpenAI's eyewatering $200/month pay plan which very few have been willing to pay, and even on that OpenAI is still loosing money on it. And when it pops, so will Nvidia's stock, it's only a matter of time. The AI hype train was built on the premise that AI will progress linearly and eventually end up replacing…

The white collar worker doesn't need to be replaced for the bots to be profitable. They just need to become dependent on the bots to increase their productivity to the point where they feel they cannot do their job without the chatbot's help. Then the white collar worker will be happy to fork over cash. We may already be there. Also never forget that in technology moreso than any other industry showing a loss while a…

>We may already be there.

Numbers prove we aren't. Sales figures show very few customers are willing to pay $200 per month for the top AI chatbots, and even at $200/month, OpenAI is still taking a loss on that plan so they're still loosing money even with top dollar customers.

I think you're unaware just how unprofitable the big AI products are. This can only go on for so long. We're not in the ZIRP era anymore where SV VC funded unicorns can be unprofitable indefinitely and endlessly burn cash on the idea that when they'll eventually beat all competitors in the race to the bottom and become monopolies they can finally turn a profit by squeezing users with higher real-world price. That ship has sailed.

Re: Nvidia buys $5B in Intel

#345

Post by villgax »

lacy_tinpot wrote: post #323
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.…

Not necessarily true. This might be a Microsoft funding a bankrupt Apple kind of moment. American competition isn't a zero sum, and it's in Nvidias' best interest to keep the market healthy.

You might want to re-read about that Apple-Microsoft incident.

Quicktime got stolen by an ex-Apple employee & in return Apple had Microsoft commit money & promise to have Office suite available on macOS/OS X

Re: Nvidia buys $5B in Intel

#346

Post by tliltocatl »

matheusmoreira wrote: post #288
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.

Well, AMD isn't going away yet, and they do seem to have finally released the advantage of open-source drivers. But that's still bad very for competition and prices.

Re: Nvidia buys $5B in Intel

#347

Post by itsthecourier »

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.…

a usable top gaming Intel GPU at good price is a myth :,(

Re: Nvidia buys $5B in Intel

#348

Post by cluckindan »

sodality2 wrote: post #342
bee_rider wrote: post #307

Earlier quoted context omitted.

Apparently it is 5% ownership. Does that give them enough leverage to tank Intel’s iGPUs? That would seem weird to be. Intel’s iGPUs are an incredibly good solution for their (non-glamorous) niche. Intel’s dGPUs might be in a risky spot, though. (So… what’s new?) Messing up Intel’s iGPUs would be a huge practical loss for, like, everyday desktop Linux folks. Tossing out their dGPUs, I don’t know if it is such a huge…

> Tossing out their dGPUs, I don’t know if it is such a huge loss It would be an enormous loss to the consumer/enthusiast GPU buyer, as a third major competitor is improving the market from what feels like years and years of dreadful price/perf ratio.

You don’t say… on the very same day AMD launched a new RDNA3 card (RX 7700).

Literally a previous gen card.

Re: Nvidia buys $5B in Intel

#349

Post by TheCoelacanth »

PKop wrote: post #230
TheCoelacanth wrote: post #221

Earlier quoted context omitted.

They didn't get due process, so there's no way to be sure that American citizens aren't getting sent there.

Of course they're making that distinction but I'll accept your tacit agreement that it's ok as long as they're non citizens.

I do not agree with that. In some cases it is acceptable to detain non-citizens for immigration-related offenses, but only if they receive due process to establish that they indeed should be detained.

Any denial of due process to any person is a gross violation of our most important right. Without the guarantee of due process to everyone, no one has any rights because those in power can violate rights at a whim.

Re: Nvidia buys $5B in Intel

#350

Post by ck2 »

So USA now owns 10% of Intel

Did we make $500 Million off this?

Do we own 10% of Nvidia too? Or is that coming soon?

Hard to keep up with the now acceptable socialism

Post reply on HN