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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#551

Post by Traubenfuchs »

auggierose wrote: post #514
jerf wrote: post #362

Earlier quoted context omitted.

They want a source of chips for the wars they want to conduct that is not either controlled by the party they want to go war with, or way way closer to the party they want to go to war with than they are. Buying a chunk of Intel is a way of making sure they do the things the government wants that will lead to that outcome. Or at least so the theory goes; I've got my own cynicism on this matter and wouldn't dream of t…

I find it funny that people talk about a US/China war as a real possibility. You are aware that that would be the end of life on earth as we know it, right?

What even would be the goals of such wars?

Destroy the other country?

Take it over?

Be in a 1984 style „fake“ war forever?

Re: Nvidia buys $5B in Intel

#552

Post by jgb1984 »

shmerl wrote: post #541
lmm wrote: post #490

Earlier quoted context omitted.

> What we need? Reliability. And Linux support Both of which NVidia does a lot better in practice! I'm all for open-source in-tree drivers, but in practice, 15 years on, AMD is still buggy on Linux, whereas NVidia works well (not just on Linux but on FreeBSD too). > I don’t judge whether implicit sync or explicit are better. Maybe you should.

> Both of which NVidia does a lot better in practice! Correction - if they care. And they don't care to do it on Linux, so you get them dragging feet for decades for something like Wayland support, PRIME, you name it. Basically, the result is that in practice they offer abysmally bad support, otherwise they'd have upstream kernel drivers and no userspace blobs. Linux users should never buy Nvidia.

I've been using Nvidia gpus exclusively on debian linux for the past 20 years, using the binary Nvidia drivers. Rock solid stability and excellent performance. I don't care for Wayland as I plan to stay on Xorg + Openbox for as long as I can.

Re: Nvidia buys $5B in Intel

#553

Post by lmm »

shmerl wrote: post #541
lmm wrote: post #490

Earlier quoted context omitted.

> What we need? Reliability. And Linux support Both of which NVidia does a lot better in practice! I'm all for open-source in-tree drivers, but in practice, 15 years on, AMD is still buggy on Linux, whereas NVidia works well (not just on Linux but on FreeBSD too). > I don’t judge whether implicit sync or explicit are better. Maybe you should.

> Both of which NVidia does a lot better in practice! Correction - if they care. And they don't care to do it on Linux, so you get them dragging feet for decades for something like Wayland support, PRIME, you name it. Basically, the result is that in practice they offer abysmally bad support, otherwise they'd have upstream kernel drivers and no userspace blobs. Linux users should never buy Nvidia.

> And they don't care to do it on Linux

I don't understand what you're saying here. I've used NVidia on Linux and FreeBSD a lot. They work great.

If your argument is they don't implement some particular feature that matters to you, fair enough. But that's not an argument that they don't offer stability or Linux support. They do.

Re: Nvidia buys $5B in Intel

#554

Post by FirmwareBurner »

bee_rider wrote: post #351
FirmwareBurner wrote: post #316

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 AI bubble pop is probably not something NVIDIA is super looking forward to, but of anybody near the bubble they are the least likely to really get hurt by it. They don’t make AI chips really, they make the best high-throughput, high-latency chips. When the AI bubble pops, there’ll be a next thing (unless we’re really screwed). They’ve got as good chance of owning that next thing as anybody else does. Even better…

>When the AI bubble pops, there’ll be a next thing

And what is that post-AI bubble "next big thing" exactly?

If there were, you'd already see people putting their money towards it.

Re: Nvidia buys $5B in Intel

#555

Post by nolist_policy »

bee_rider wrote: post #535
janc_ wrote: post #452

Earlier quoted context omitted.

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.

Donald Trump's erratic tariff policies are surprising.

Donald anounces tariffs and the markets react. He postpones tariffs and the markets react again. Only Donald and his friends know what he will announce next.

Re: Nvidia buys $5B in Intel

#556

Post by FirmwareBurner »

blonder wrote: post #357
FirmwareBurner wrote: post #343

Earlier 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 [...]

If you're gonna buy at face value whatever Scam Altman claims, then I have some Theranos shares you might be interested in.

Re: Nvidia buys $5B in Intel

#557

Post by siva7 »

lacy_tinpot wrote: post #385
rapind wrote: post #335

Earlier quoted context omitted.

> American competition isn't a zero sum, and it's in Nvidias' best interest to keep the market healthy. Looking at Google's recent antitrust settlement, I'm not sure this is true at present.

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…

Which government? This one?
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