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I can think of _nothing_ with a better shot at unseating nvidia than a merger with intel. Fingers crossed for ever closer union between the two.
They aren’t merging - this is Nvidia ensuring their tech is in Intel chips.
Wasn't Nvidia working on their own CPU design? Will they drop that?
I can think of _nothing_ with a better shot at unseating nvidia than a merger with intel. Fingers crossed for ever closer union between the two.
Intel was well on its way to be a considerable threat to NVIDIA with their Arc line of GPUs, which are getting better and cheaper with each generation. Perhaps not in the enterprise and AI markets yet, but certainly on the consumer side.
This news muddies this approach, and I see it as a misstep for both Intel and for consumers. Intel is only helping NVIDIA, which puts them further away from unseating them than they were before.
Competition is always a net positive for consumers, while mergers are always a net negative. This news will only benefit shareholders of both companies, and Intel shareholders only in the short-term. In the long-term, it's making NVIDIA more powerful.
> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…
> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…
That was targeted at supporting more tightly integrated and performant Macbooks .... it flopped because Apple came up with M1, not because it was bad per se.
Earlier quoted context omitted.
It's a good deal for Nvidia, because custom x86 server CPUs have optimization potential for AI computing clusters, which matters now that Nvidia has competitors that they didn't just 2 years ago. I think that the next several years of Nvidia will be ones of fending off growing competition. They basically baked in a massive investment profit into the deal. When you factor in the stock jump since this announcement, Nvi…
Who are NVidia's competitors? I thought they were the only game in town when it came to CUDA/AI chips.
> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…
That was targeted at supporting more tightly integrated and performant Macbooks .... it flopped because Apple came up with M1, not because it was bad per se.