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Nvidia buys $5B in Intel

tomshardware.com

531–540 of 638 posts

Re: Nvidia buys $5B in Intel

#531

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.…

> wheras Nvidia is actively hostile to drivers on Linux

Is that's why to use Cuda in Windows you have to use WSL2 (virtualized linux)

Re: Nvidia buys $5B in Intel

#532
post #328

Earlier quoted context omitted.

Well, the AI bubble will eventually pop since none of the major AI chatbots are remotely profitable, even on OpenAI's eyewatering $200/month pay plan which very few have been willing to pay, and even on that OpenAI is still loosing money on it. And when it pops, so will Nvidia's stock, it's only a matter of time. The AI hype train was built on the premise that AI will progress linearly and eventually end up replacing…

The white collar worker doesn't need to be replaced for the bots to be profitable. They just need to become dependent on the bots to increase their productivity to the point where they feel they cannot do their job without the chatbot's help. Then the white collar worker will be happy to fork over cash. We may already be there. Also never forget that in technology moreso than any other industry showing a loss while a…

Why are this and the first reply being downvoted? Perfectly legitimate thoughts.

Anyway, I'd just point out that users don't even need to depend on the bots for increase productivity, they just need to BELIEVE it increases their productivity. Exhibit A being the recent study which found that experienced programmers were actually less productive when they used an LLM, even though they self-reported productivity gains.

This may not be the first time the tech industry has tricked us into thinking it makes us more productive, when in reality it's just figuring out ways to consume more of our attention. In Deep Work, Cal Newport made the argument that interruptive "network tools" in general decrease focus and therefore productivity, while making you think that you're doing something valuable by staying constantly connected. There was a study on this one too. They looked at consultants who felt that replying as quickly as possible to their clients, even outside of work hours, was important to their job performance. But then when they took the interruptive technologies away, spent more time focusing on their real jobs, and replied to the clients less often, they started producing better work and client feedback scores actually went up.

Now personally I haven't stopped using an LLM when I code but I'm certainly thinking twice about how I use it these days. I actually have cut out most interruptive technology when I work, i.e. email notifications disabled, not keeping Slack open, phone on silent in a drawer, etc. and it has improved my focus and probably my work quality.

Re: Nvidia buys $5B in Intel

#533
post #493

Earlier quoted context omitted.

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

My comment wasn't removed, and don't try to put words in my mouth. I said he fanned the flames of violence; raising temperatures with easily disproven misinformation during an extraordinary time just a week from the murder. I've seen the clip, now you go see what the authorities have figured of the killer; Absolutely nothing points at the murderer being maga, but pretty much every detail points towards him having bee…

[deleted]

Re: Nvidia buys $5B in Intel

#534
post #328

Earlier quoted context omitted.

The white collar worker doesn't need to be replaced for the bots to be profitable. They just need to become dependent on the bots to increase their productivity to the point where they feel they cannot do their job without the chatbot's help. Then the white collar worker will be happy to fork over cash. We may already be there. Also never forget that in technology moreso than any other industry showing a loss while a…

Why are this and the first reply being downvoted? Perfectly legitimate thoughts. Anyway, I'd just point out that users don't even need to depend on the bots for increase productivity, they just need to BELIEVE it increases their productivity. Exhibit A being the recent study which found that experienced programmers were actually less productive when they used an LLM, even though they self-reported productivity gains.…

The study you referred to sounded super interesting, so I looked it up to read later.

To save others a search, here is a blog post and the paper:

https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...

https://arxiv.org/abs/2507.09089

Thanks for mentioning it.

Re: Nvidia buys $5B in Intel

#535
post #452

Earlier quoted context omitted.

That sounds more like an abuse of government powers for individual gain than any legitimate government interest. If that was the plan it would make just as much sense to short a company and then announce a plan to put them under greater regulatory scrutiny.

You think they haven't done that sort of things yet?

Well, I wouldn’t be able to prove it if challenged. And anyway, it seems better overall to not start building the case that that’s just something we expect politicians to do.

A shocking surprise needs to be a surprise for it to work. Call it strategic naivety if you want.

Re: Nvidia buys $5B in Intel

#536
post #447

Earlier quoted context omitted.

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.

> The main thing I learned from this submission is how much people hate Nvidia.

I think there's a lot of frustration with Nvidia as of late. Their monopoly was mostly won on the merits of their technology but now that they are a monopoly they have shifted focus from building the best technology to building the most lucrative technology.

They've demonstrated that they no longer have interested in producing the best gaming GPUs because those might cannibalize their server technology. Instead they seem to focus on crypto and AI while shipping over priced knee capped cards at outrageous prices.

People are upset because they fear this deal will somehow influence Intel's GPU ambitions. Unfortunately I'm not sure these folks want to buy Intel GPUs, they just want Nvidia to be scared into competing again so they can buy a good Nvidia card.

People just need to draw a line in the sand and stop supporting Nvidia.

Re: Nvidia buys $5B in Intel

#537
post #439

Earlier quoted context omitted.

He didn’t say anything violent. Have you watched the monologue? Even if he did (which he didn’t), I don’t see Fox shutting down anything when one of their presenters recently stated, on air, that we should euthanize our homeless population.

Of course I watched it, many times. I didn't say he said anything directly violent, but he spread hateful disinformation about someone's death, entirely against FBI's findings and common sense, during a time of the highest temperatures in a while. Just to try to win the attention of people that'd rather not look in the mirror. This is exactly the kind of disingenuous, dehumanizing behavior that radicalizes people lik…

> he spread hateful disinformation about someone's death, entirely against FBI's findings and common sense

Did you mean Kimmel asserted the shooter was MAGA? He did not.

Re: Nvidia buys $5B in Intel

#538
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.

I still miss my KeyOne keyboard.

Re: Nvidia buys $5B in Intel

#539

Earlier quoted context omitted.

Apparently it is 5% ownership. Does that give them enough leverage to tank Intel’s iGPUs? That would seem weird to be. Intel’s iGPUs are an incredibly good solution for their (non-glamorous) niche. Intel’s dGPUs might be in a risky spot, though. (So… what’s new?) Messing up Intel’s iGPUs would be a huge practical loss for, like, everyday desktop Linux folks. Tossing out their dGPUs, I don’t know if it is such a huge…

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…

Aren't a lot of those cards sold for the audience that needs more display heads rather than necessarily performance?

This has been somewhat improved-- some mainboards will have HDMI and DisplayPort plumbed to the iGPU, but the classic "trader desk" with 4-6 screens hardly needs a 5090.

They could theoretically sell the same 7xx and 1030 chips indefinitely. I figure it's a static market like those strange 8/16Mb VGA chipsets that you sometimes see on server mainboards, just enough hardware to run diagnostics on a normally headless box.

Re: Nvidia buys $5B in Intel

#540

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was prepar…

This isn't about GPU competition, it's about fab competition (which is in far more dire of a situation).

Intel can no longer fund new process nodes by itself, and no customers want to take the business risk to build their product on a (very difficult) new node when tsmc exists. They're in a chicken and egg situation. (see also https://stratechery.com/2025/u-s-intel/ )

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