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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#571
post #570

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Conclusion: Buy AMD. Excellent Linux support with in-tree drivers. For 15 years! A bug is something which will be fixed. Nvidias GPUs are theoretically fast on initial benchmarks. But that’s mostly optimization by others for Nvidia? That’s it. Everything Nvidia has done is a pain. Closed-source drivers (old pain), out of tree-drivers (new pain), ignoring (or actively harming) Wayland (everyone handles implicit sync w…

> Conclusion: Buy AMD. Excellent Linux support with in-tree drivers. Funnily, AMD's in-tree drivers are kind of a pain in the ass. For up to a year after a new GPU is released, you have to deal with using mesa and kernel packages from outside your distro.. While if you buy a brand new nVidia card, you just install the latest release of the proprietary drivers and it'll work. Linux's driver model really is not kind to…

Use a better distro that includes drivers for new hardware.

Re: Nvidia buys $5B in Intel

#572

Earlier quoted context omitted.

Conclusion: Buy AMD. Excellent Linux support with in-tree drivers. For 15 years! A bug is something which will be fixed. Nvidias GPUs are theoretically fast on initial benchmarks. But that’s mostly optimization by others for Nvidia? That’s it. Everything Nvidia has done is a pain. Closed-source drivers (old pain), out of tree-drivers (new pain), ignoring (or actively harming) Wayland (everyone handles implicit sync w…

Agreed! This is great news for AMD and users. Those who want to run Linux seriously will buy AMD. Intel will be slowly phased out, and this will reduce maintenance and increase the quality of anything that previously had to support both Intel and AMD. However, if Microsoft or Apple scoop up AMD, all hell will break loose. I don’t think either would have interest in Linux support.

> Agreed! This is great news for AMD and users.

Less competition is NOT good news for AMD users. Their CPUs are already at lot less competitively priced now that they beat Intel for market share.

Re: Nvidia buys $5B in Intel

#573
post #570

Earlier quoted context omitted.

> Conclusion: Buy AMD. Excellent Linux support with in-tree drivers. Funnily, AMD's in-tree drivers are kind of a pain in the ass. For up to a year after a new GPU is released, you have to deal with using mesa and kernel packages from outside your distro.. While if you buy a brand new nVidia card, you just install the latest release of the proprietary drivers and it'll work. Linux's driver model really is not kind to…

Use a better distro that includes drivers for new hardware.

A lot of people want to use Ubuntu or Ubuntu-based distros.

I have since switched from Ubuntu to Fedora, maybe Fedora ships mesa and kernel updates within a week or two from release, I don't know. But being unable to use the preferred distro is a serious downside for many people.

Re: Nvidia buys $5B in Intel

#574

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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.

We have at least seen anti-trust suits proceed against Google under the current (US) administration. The same cannot be said for the previous one.

Re: Nvidia buys $5B in Intel

#575
post #31

Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. That deal was arguably what saved Apple near its nadir. I’m not a fan of Intel’s past monopolistic practices, but for the sake of sustaining competition in the CPU/GPU market, I hope this deal works out for them even half as well as the MS deal did for Apple.

where / who is intel's steve-jobs ?

Re: Nvidia buys $5B in Intel

#576

Earlier quoted context omitted.

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.

If I knew I’d definitely keep it to myself and make a bunch of money.

Re: Nvidia buys $5B in Intel

#577

Earlier quoted context omitted.

>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.

If I knew I’d definitely keep it to myself and make a bunch of money.

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Re: Nvidia buys $5B in Intel

#578
post #484
post #448

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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. East India Company has been conducting continental wars on its own. A modern company with $4T valuation and a country-GDP-size revenue and possessing key military technology of today and tomorrow wars - AI software and hardware, including robotics - can successfully wage such a continental war through a suitable proxy, say an oversized…

Defending against territorial conquest is considerably easier than defending against kinetic strikes on key manufacturing facilities

Re: Nvidia buys $5B in Intel

#579

Earlier quoted context omitted.

I can’t imagine Nvidia has any concerns about that with the current administration.

We have at least seen anti-trust suits proceed against Google under the current (US) administration. The same cannot be said for the previous one.

Are you referring to the case that started in 2023 under the previous administration?

Re: Nvidia buys $5B in Intel

#580
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?

Pretty likely, I think, it'd be a geographically restricted war.

The countries wouldn't fire nukes against each other's mainlands but maybe against each other's fleets. Pretty likely

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