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Nvidia buys $5B in Intel

tomshardware.com

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Re: Nvidia buys $5B in Intel

#391

Post by jandrese »

tonyhart7 wrote: post #356
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

Assuming the DoJ is functional and paying attention.

Re: Nvidia buys $5B in Intel

#392

Post by raw_anon_1111 »

iamtedd wrote: post #354
raw_anon_1111 wrote: post #337

Earlier quoted context omitted.

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.

So its just an imagined subtext that China that has been rabble rousing about taking over Taiwan is more likely to attack a tiny island nation right next to than attack the US?

Re: Nvidia buys $5B in Intel

#393

Post by sim7c00 »

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.…

why would they wanna kill intel? amd has better cpus and also goes gpu better than intel :?? (*yes i may be missing things,. pls do tell!)

Re: Nvidia buys $5B in Intel

#394

Post by sim7c00 »

cluckindan wrote: post #348
sodality2 wrote: post #342

Earlier quoted context omitted.

> 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.

amd is slow and steady. they were behind many times and many times they surprrised with amazing innovations overtaking intel. they will do it again, for both CPU and GPU.

Re: Nvidia buys $5B in Intel

#395

Post by kmacdough »

xp84 wrote: post #386
tart-lemonade wrote: post #380

Earlier quoted context omitted.

Intel's iGPUs don't seem very at risk because the market for low-power GPUs isn't very profitable to begin with. As long as Nvidia is able to sell basically any chip they want, why waste engineering hours and fab time on low-margin chips? The GT 1030 (Pascal) never got a successor, so that line is as good as dead. Even before the Pascal GTs, most of the GT 7xx cards, which you would assume were Maxwell or Kepler from…

Agree. Not only would there be no money in it to try to replace Iris graphics or whatever they call them now -- it would be ultra pointless because the only people buying integrated graphics are those where gaming, on-device AI, and cryptocurrency aren't even part of the equation. Now, that is like 80%+ of the PC market, but it's perfectly well served already. I saw this move more as setting up a worthy competitor to…

Calling BS on "gaming not part of the equation". Several of my friends and I have exclusively games on integrated graphics. Sure we don't play the most abusively unoptimized AAA games like RDR2. But we're here and we're gaming.

Re: Nvidia buys $5B in Intel

#396

Post by lacy_tinpot »

NooneAtAll3 wrote: post #389
lacy_tinpot wrote: post #385

Earlier quoted context omitted.

Nvidia's options are fund your competition to keep the market dynamic, or let the government do it by breaking you a part. So yes. That's how American competition works. It isn't a zero sum game. We try to create a market environment that is competitive and dynamic. Monopolies are threat to both the company and a free open dynamic market. If Nvidia feels it could face an antitrust suit, which is reasonable, it is in…

> or let the government do it by breaking you a part. Looking at Google's recent antitrust settlement, I'm not sure this is true at present.

Because the recent settlement determined, in my opinion correctly, that the market is still dynamic and competitive.

Google search is genuinely being threatened.

Google is not a monopoly, not entirely.

If AI usage also starts accruing to Google then there should be a new antitrust suit.

Re: Nvidia buys $5B in Intel

#397

Post by jm4 »

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.…

This seems more like the deal where Microsoft invested in Apple. It’s basically charity and they will flip it in a few years when Intel gets back on their feet.

Re: Nvidia buys $5B in Intel

#398

Post by mcintyre1994 »

lacy_tinpot wrote: post #385
rapind wrote: post #335

Earlier quoted context omitted.

> 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.

Nvidia's options are fund your competition to keep the market dynamic, or let the government do it by breaking you a part. So yes. That's how American competition works. It isn't a zero sum game. We try to create a market environment that is competitive and dynamic. Monopolies are threat to both the company and a free open dynamic market. If Nvidia feels it could face an antitrust suit, which is reasonable, it is in…

I can’t imagine Nvidia has any concerns about that with the current administration.

Re: Nvidia buys $5B in Intel

#399

Post by hypercube33 »

techsystems wrote: post #267

The reason why Nvidia is buying now does not have to do anything with Arc or GPU competition. There are mainly two reasons. 1) This year, Intel, TSMC, and Samsung announced their latest factories' yields. Intel was the earliest, with 18A, while Samsung was the most recent. TSMC yieled above 60%, Intel below 60%, and Samsung around 50% (but Samsung's tech is basically a generation ahead and technically more precise),…

Didn't Japanese camera makers do this and it pushed Olympus' board members to force the selloff of that division?

Re: Nvidia buys $5B in Intel

#400

Post by adgjlsfhk1 »

Sohcahtoa82 wrote: post #272
tw04 wrote: post #191

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 I'm sorry that's just not correct. Intel is literally just getting started in the GP…

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…

The B60 is ridiculously good for scientific workloads. it's 50% more fp64 flops than a 5090 and 3/4ths the VRAM for 1/4th the price.
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