Nvidia buys $5B in Intel

Post by humanfromearth9 » Thu, Sep 18, 2025, 7:48 PM UTC

rasz wrote: post #371

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.

Microsoft wasnt funding bankrupt Apple, Microsoft was settling lawsuit with Jobs just on the cusp of DOJ monopoly lwasuit. Microsoft was stealing and shipping Apple QuickTime sourcecode. https://www.theregister.com/1998/10/29/microsoft_paid_apple_... > handwritten note by Fred Anderson, Apple's CFO, in which Anderson wrote that "the [QuickTime] patent dispute was resolved with cross-licence and significant payment to…

Post by xp84 » Thu, Sep 18, 2025, 7:58 PM UTC

kmacdough wrote: post #395

xp84 wrote: post #386

Earlier quoted context omitted.

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.

Post by prasadjoglekar » Thu, Sep 18, 2025, 8:07 PM UTC

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.

Post by citizenpaul » Thu, Sep 18, 2025, 8:10 PM UTC

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.…

Post by Spinnaker_ » Thu, Sep 18, 2025, 8:11 PM UTC

imiric wrote: post #46

JonChesterfield wrote: post #29

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.

You can't be serious. 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 uns…