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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#351

Post by bee_rider »

FirmwareBurner wrote: post #316
lawlessone wrote: post #296

Earlier quoted context omitted.

What happens now if one of these companies implodes? does it pull everything with it?

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 AI bubble pop is probably not something NVIDIA is super looking forward to, but of anybody near the bubble they are the least likely to really get hurt by it.

They don’t make AI chips really, they make the best high-throughput, high-latency chips. When the AI bubble pops, there’ll be a next thing (unless we’re really screwed). They’ve got as good chance of owning that next thing as anybody else does. Even better odds if there are a bunch of unemployed CUDA programmers to work on it.

Re: Nvidia buys $5B in Intel

#352

Post by Sohcahtoa82 »

jpalawaga wrote: post #299
Sohcahtoa82 wrote: post #272

Earlier quoted context omitted.

I don't know what anybody would do with such a weak card. My RTX 5090 is about 10x faster (measured by FP32 TFLOPS) and I still don't find it to be fast enough. I can't imagine using something so slow for AI/ML. Only 2.2 tokens/sec on an 8B parameter Llama model? That's slower than someone typing. I get that it's a budget card, but budget cards are supposed to at least win on a pure price/performance ratio, even with…

you have outlier needs if an rtx, the fastest consumer grade card, is not good enough for you. the intel card is great for 1080p gaming. especially if you're just playing counterstrike, indie games, etc, you don't need a beast. very few people are trying to play 4k tombraider on ultra with high refresh rate.

FWIW, my slowness is because of quantizing.

I've been using Mistral 7B, and I can get 45 tokens/sec, which is PLENTY fast, but to save VRAM so I can game while doing inference (I run an IRC bot that allows people to talk to Mistral), I quantize to 8 bits, which then brings my inference speed down to ~8 tokens/sec.

For gaming, I absolutely love this card. I can play Cyberpunk 2077 with all the graphics settings set to the maximum and get 120+ fps. Though when playing a much more graphically intense game like that, I certainly need to kill the bot to free up the VRAM. But I can play something simpler like League of Legends and have inference happening while I play with zero impact on game performance.

I also have 128 GB of system RAM. I've thought about loading the model in both 8-bit and 16-bit into system RAM and just swap which one is in VRAM based on if I'm playing a game so that if I'm not playing something, the bot runs significantly faster.

Re: Nvidia buys $5B in Intel

#354

Post by iamtedd »

raw_anon_1111 wrote: post #337
iamtedd wrote: post #322

Earlier quoted context omitted.

That's most of the world, including the USA. https://en.wikipedia.org/wiki/China_and_weapons_of_mass_dest...

So you don’t see the difference in the threat level of China bombing and invading Taiwan - which they already claim they own - and China attacking the US directly?

I don't, because I'm not in the US. But my comment was in reply to the actual text of the grandparent, not some imagined subtext between the lines.

Re: Nvidia buys $5B in Intel

#355

Post by kbolino »

adrian_b wrote: post #159
mschuster91 wrote: post #99

Earlier quoted context omitted.

> This news muddies this approach, and I see it as a misstep for both Intel and for consumers. Consumers still have AMD as an alternative for very decent and price attractive GPUs (and CPUs).

Not everybody wants GPUs for games or for AI. AMD has always followed closely NVIDIA in crippling their cheap GPUs for any other applications. After many years of continuously decreasing performance of the "consumer" GPUs, only Intel has offered in the Battlemage GPUs FP64 performance comparable with what could be easily obtained 10 years ago, but no longer today. Therefore, if the Intel GPUs disappear, then the choi…

The only consumer GPUs ten years ago that offered decent FP64 performance were the GTX TITAN series. And they were beasts! It's a shame nothing quite like them exists anymore. But they were the highest of high-end cards, certainly not that common or cheap.

Re: Nvidia buys $5B in Intel

#356

Post by tonyhart7 »

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.…

nah, nvidia wouldnt do that

it would invite an DOJ case

Re: Nvidia buys $5B in Intel

#357

Post by blonder »

FirmwareBurner wrote: post #343
bdamm wrote: post #328

Earlier quoted context omitted.

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…

I don't think you can confidently say how it will pan out. Maybe OpenAI is only unprofitable at the 200/month tier because those users are using 20x more compute than the 20/month users. OpenAI claims that they would be profitable if they weren't spending on R&D [1], so they clearly can't be hemorrhaging money that badly on the service side if you take that statement as truthful.

[1] https://www.axios.com/2025/08/15/sam-altman-gpt5-launch-chat...

Re: Nvidia buys $5B in Intel

#358

Post by tonyhart7 »

rapind wrote: post #335
lacy_tinpot wrote: post #323

Earlier quoted context omitted.

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.

> American competition isn't a zero sum, and it's in Nvidias' best interest to keep the market healthy. Looking at Google's recent antitrust settlement, I'm not sure this is true at present.

Google literally "won" antitrust case ???

the fact that google pay firefox anually meaning that its in best interest of google that there is no monopoly, judge says

Re: Nvidia buys $5B in Intel

#359

Post by dlcarrier »

jszymborski wrote: post #108
jasode wrote: post #85

Earlier quoted context omitted.

>Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. Doesn't feel the same because the 1997 investment was arranged by Apple co-founder Steve Jobs. He had a long personal relationship with Bill Gates so could just call him to drop the outstanding lawsuits and get a commitment for future Office versions on the Mac. Basically, Steve Jobs at relatively young age of 4…

> This $5 billion investment feels more like the result of back-channel discussions with the US government where they "politely" ask NVIDIA to help out Intel in exchange for less restrictions selling chips to China. Stinks of Mussolini-style Corporatism to me.

This style of classical fascism or economic fascism, or whatever the term is differentiate it from the modern unrelated usage of fascism, being used in the US is a bit unnerving, and it's crazy that it's usually from the Republican party, who claims to espouse free markets.

It also happened under G. W. Bush with banks and auto manufacturers, but the worst offense was under Nixon with his nationalization of passenger rail.

At least with the bank and car manufacturer bailouts the government eventually sold off their stocks, and with the Intel investment the government has non-voting shares, but the government completely controls the National Railroad Passenger Corporation, (the NRPC aka Amtrak) with the board members being appointed by the president of the United States.

We lost 20 independent railroads overnight, and created a conglomerate that can barely function.

Re: Nvidia buys $5B in Intel

#360

Post by andirk »

villgax wrote: post #345
lacy_tinpot wrote: post #323

Earlier quoted context omitted.

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

According to [0] it was a contractor working for both Apple and Microsoft. Not an ex-Apple employee but still an interesting read, if true.

[0] https://thisdayintechhistory.com/12/06/apple-sues-over-quick...

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