Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Nvidia buys $5B in Intel

tomshardware.com

Post reply on HN
Print view View original

501–510 of 638 posts

Re: Nvidia buys $5B in Intel

#501

Post by ahartmetz »

tracker1 wrote: post #406
xp84 wrote: post #390

Earlier 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.

BB10 was the shit. Fantastic OS and (some models) a great hardware keyboard. But it was already a response to the iPhone, wouldn't have happened without...

Re: Nvidia buys $5B in Intel

#503

Post by bitexploder »

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.…

Markets seem to be at least reasonably competitive with 3 vendors. 2 vendors in a space often leads to less desirable outcomes for consumers.

Re: Nvidia buys $5B in Intel

#504

Post by hopelite »

JCM9 wrote: post #65

Intel is a strategically important company for the United States. This smells like a token investment to appease the US government. Not saying it’s bad, but very much looks like that.

It did cross my mind that it could just be a kind of validation investment, to validate the Trump "investment" in Intel as a smart move (i.e., "see, Nvidia also thinks intel is a good investment), but the announcement did seem a bit contrived for that.

I am also thinking that it may just be more of a "everyone scratching each other's backs." Intel avoids anti-trust/monopoly investigations, Intel is saved for all the institutional and political stakeholders and Nvidia floats an artificial competitor to make them look less like a monopoly, Intel stays alive, etc.

Re: Nvidia buys $5B in Intel

#505

Post by matheusmoreira »

throwaway2037 wrote: post #480
matheusmoreira wrote: post #288

Earlier quoted context omitted.

I agree. As a Linux user who favors Intel hardware due to their Linux support, I gotta say the future looks bleak.

> As a Linux user who favors Intel hardware due to their Linux support I'm confused here. Are you talking about Intel CPUs or GPUs? And does AMD not have excellent Linux support for their own CPUs and GPUs?

> Intel CPUs or GPUs

Both. Also things like sound cards, network cards, peripherals in general.

My happiness and stability while using Linux has been well correlated with the number of devices with Intel in the name. Every single device without Intel invariably becomes a major pain in my ass every single time.

It's gotten to the point I assume it will just work if it's Intel.

> And does AMD not have excellent Linux support for their own CPUs and GPUs?

They're making a lot of progress but Intel is still years ahead of them.

Earlier this year I was researching PC parts for a build and discovered AMD was still working on merging functionality like on die temperature sensors into the kernel. It makes me think I won't have a full feature set on Linux if I buy one of their processors.

Re: Nvidia buys $5B in Intel

#506

Post by hopelite »

KeplerBoy wrote: post #143
phkahler wrote: post #131

Earlier quoted context omitted.

Does that mean Intel doesn't ever have to pay it back?

It means Intel already paid it back. The dilution hurt all other owners.

That is arguable. Regardless of everything else, currently Intel stock is up about 50% from recent averages. If investors were so hurt, they really should be selling right now, and there seems to be reason to do so because Intel's troubles have not gone away with this Nvidia stake that does not touch Intel's rotten underbelly.

Re: Nvidia buys $5B in Intel

#507

Post by mhh__ »

adrr wrote: post #82
JCM9 wrote: post #65

Intel is a strategically important company for the United States. This smells like a token investment to appease the US government. Not saying it’s bad, but very much looks like that.

Only the fab part is. Intel needs to separate the two. Maybe Nvidia, AMD, or Qualcomm can buy the the fab part.

From a business perspective at least it seems slightly pointless to just be another fabless company?

Re: Nvidia buys $5B in Intel

#508

Post by classicmotto »

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.…

At this point Nvidia is just shooting themselves in the foot with hostility towards Linux - they are actively using Linux systems for DGX systems and the dependency on Linux is only going to grow internally.

Re: Nvidia buys $5B in Intel

#509

Post by mrheosuper »

throwaway2037 wrote: post #479
arkmm wrote: post #448

Earlier quoted context omitted.

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 c…

> Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshor[e] TSMC is building state of the art fabs in Arizona, USA. Samsung in Texas, USA. I assume these are being done to reduce geopolitical risk on all sides. Something that I never read about: Why can't NVidia use Samsung fabs? They are very close to TSMC state of the art.

Maybe after being bitten by Samsung on their RTX3000 GPU. Power Spike and a lot of heat.

Re: Nvidia buys $5B in Intel

#510

Post by dabluecaboose »

hexator wrote: post #472
maxlin wrote: post #434

Earlier quoted context omitted.

If you watch the clip and know what's going on in the US right now, saying such vile disinformation now nothing but aims to up the temperature. That's the deciding reason he got shut down too. Absolute inability to read the "room", even though what he said would be ugly at any point.

He didn't say anything violent and you are spreading misinformation saying he is. That is why your comment got removed. You can watch the monologue here https://www.youtube.com/watch?v=-j3YdxNSzTk&t=122s

[flagged]
Post reply on HN