explains why lspci queries integrated NVIDIA graphics.
bit of bearish market given 1bn is equivalent to a 1% stake in one of the largest chip manifactuers on the face of the world
Nvidia buys $5B in Intel
441–450 of 638 posts
Re: Nvidia buys $5B in Intel
#442Earlier quoted context omitted.
As an Apple user (and even an Apple investor), I'd rather that Apple went out of business back then. If we could re-roll the invention of the (mainstream) smartphone, maybe we'd get something other than two monopolistic companies controlling everything. For instance, maybe if there were 4 strong vendors making the devices with diverse operating systems, native apps wouldn't have ever become important, and the Web pla…
Or... we could still be using blackberry-like devices without much in the way of active/touch interface development at all. Or worse, the Windows CE or Palm with the pen things.
Lol exactly. That poster should quickly realise hes got it pretty good given the alternatives.
Re: Nvidia buys $5B in Intel
#443Earlier quoted context omitted.
None of their products are competitive, they fired the CEO who was meant to save them, fired tens of thousands of their engineers, sold off massive chunks of the company, they're still bleeding money and begging for state support? Also their network cards no longer work properly which is deeply aggravating as that used to be something I could rely on, just bought some realtek ones to work around the intel ones fallin…
> None of their products are competitive We must live in different universes, then. Intel's 140V competes with and often outperforms AMD's 890M, at around half the power consumption.[1] Intel's B580 competes with AMD's RX 7600 and NVIDIA's RTX 4060, at a fraction of the price of the 4060.[2] They're not doing so well with desktop and laptop CPUs, although their Lunar Lake and Arrow Lake CPUs are still decent performe…
No way, man. Peak consumer Intel was from Core 2 up to Skylake-ish. That was when they started coasting and handed the market to AMD. Right now they're losing market share to them on mobile, desktop, and server. If we ignore servers, most PCs have an AMD CPU inside.
The GPUs might be competitive on price, but that's about it. It's pretty much a hardware open beta.
Re: Nvidia buys $5B in Intel
#444Earlier quoted context omitted.
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.
Sorry, I'm happy for you, and I do play Minecraft on an iGPU. I just meant that about 80% of the PCs sold seem to be for "business use" or Chromebooks, and the people writing those POs aren't making their selections with gaming in mind. (And also, I'm pretending Macs don't exist for this statement. They aren't even PCs anymore anyway, just giant iPhones, from a silicon perspective.)
RDD2, Ghosts Of Tsushima, Black Myth Wukong. These games will play at 40 to 50 + fps at 1080p low to medium on the intel ARC igpus (no AI upscaling).
To anyone actually paying attention, igpus have come a long way. They are no longer an 'I can play minecraft' thing.
Re: Nvidia buys $5B in Intel
#445Earlier quoted context omitted.
>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/…
"OpenAI claims that they would be profitable if they weren't spending on R&D "
Ermmm dude they are competing with Google. They have to keep reinvesting otherwise Google captures the users OAI currently has.
Free cash flows matter. Not accounting earnings. On a FCFF basis they largely in the red. Which means they have to keep raising money, at some point somebody will turn around and ask the difficult questions. This cannot go on forever.
And before someone mentions Amazon... Amazon raised enough money to sustain their reinvestment before they eventually got to the place where their EBIT(1-t) was greater than reinvestment.
This is not at all whats going on with OAI.
Re: Nvidia buys $5B in Intel
#446Earlier 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…
I can’t imagine Nvidia has any concerns about that with the current administration.
Will Nvidia continue to exist beyond the current administration? If yes, then would it be prudent to consider the future beyond the current administration?
Re: Nvidia buys $5B in Intel
#447Earlier quoted context omitted.
Intel has been making GPUs for over 25 years. Claiming they are just getting started is absurd. To that point, they've been "just getting started" in practically every chip market other than x86/x64 CPUs for over 20 years now, and have failed miserably every time. If you think Nvidia is doing this because they're afraid of losing market share, you're way off base.
There's a very big difference between the MVP graphics chips they've included in CPUs and the Arc discrete GPU.
Sure, but claiming they have literally just started is completely inaccurate.
They've been making discrete GPUs on and off since the 80s, and this is at least their 3rd major attempt at it as a company, depending on how you define "major".
They haven't even just started on this iteration, as the Arc line has been out since 2022.
The main thing I learned from this submission is how much people hate Nvidia.
Re: Nvidia buys $5B in Intel
#448Nvidia'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 misses the forest from the trees IMO:
- The datacenter GPU market is 10x larger than the consumer GPU market for Nvidia (and it's still growing). Winning an extra few percentage points in consumer is not a priority anymore.
- Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side.
- Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshoring, which significantly improves Nvidia's supplier negotiation position and hedges geopolitical risk.
Re: Nvidia buys $5B in Intel
#449Earlier 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…
I can’t imagine Nvidia has any concerns about that with the current administration.
But it did when Biden was in office?
Re: Nvidia buys $5B in Intel
#450Nvidia'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.…
The article hints at it, but my guess would be this investment is intended towards Intel foundry and getting it to a place where NVIDIA can eventually rely on them over TSMC — and the ownership largely to give them upside if/when Intel stock goes up on news of an NVIDIA contract etc. It isn’t that uncommon of an arrangement for enterprise deals of such a potential magnitude. Long-term, however, and without NVIDIA mak…
My first thought was also that this relates to Intel's foundry business. Even if only to be able to use it in price negotiations with TSMC (it's hard to threaten to go elsewhere when there is no elsewhere left).