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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#591

Post by AtlasBarfed »

purpleflame1257 wrote: post #578
trhway wrote: post #484

Earlier quoted context omitted.

>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

If China bombs tsmc, we blockade the Malacca straits.

China's economy shuts down in a month, their population starves in another month

Re: Nvidia buys $5B in Intel

#592

Post by HarHarVeryFunny »

high_na_euv wrote: post #560
HarHarVeryFunny wrote: post #166

I'm guessing NVidia didn't do this by choice. Propping up Intel doesn't seem in their best interests, nor does it do their share holders any favors by diluting their rapid growth.

Bullshit https://www.techpowerup.com/341137/nvidias-usd-5b-intel-inve...

I'm not sure that "bullshit" is warranted...

Sure it makes sense for NVidia to propagate proprietary interfaces like NVLink, as well as to do anything that helps drive their own GPU sales, but I'm not sure how you so confidently conclude from that that propping up Intel is in NVidia's best interest ?

Re: Nvidia buys $5B in Intel

#593

Post by AtlasBarfed »

andirk wrote: post #360
villgax wrote: post #345

Earlier quoted context omitted.

You might want to re-read about that Apple-Microsoft incident. Quicktime got stolen by an ex-Apple employee & in return Apple had Microsoft commit money & promise to have Office suite available on macOS/OS X

According to [0] it was a contractor working for both Apple and Microsoft. Not an ex-Apple employee but still an interesting read, if true. [0] https://thisdayintechhistory.com/12/06/apple-sues-over-quick...

Wouldn't we call that industrial espionage not a contract, not simple contracting?

Re: Nvidia buys $5B in Intel

#594

Post by bigyabai »

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.

Wayland support hasn't been an issue since GLX was depreciated for EGLStream. I think the Nvidia backend has been "functional" for ~3 years and nearly flawless for the past year or so.

Both Mutter and KWin have really good Nvidia Wayland sessions nowadays.

Re: Nvidia buys $5B in Intel

#596

Post by bee_rider »

nolist_policy wrote: post #555
bee_rider wrote: post #535

Earlier quoted context omitted.

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.

> Donald Trump's erratic tariff policies are surprising.

This feels like a misreading of what I wrote. The discovery that he is using tariffs to make a personal profit should be 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.

That wouldn’t surprise me at all, I just don’t think a hypothesis about how he could abuse his power will be very compelling to anybody who doesn’t already think he’s prone to corruption. If anything, I think it starts inoculating people to the idea.

Re: Nvidia buys $5B in Intel

#597

Post by bee_rider »

cutemonster wrote: post #580
auggierose wrote: post #514

Earlier quoted context omitted.

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

We haven’t really tested the idea of a geographically restricted war. During the Cold War there were some pretty transparent proxy wars, but the proxy still allowed for backing out and saving face.

I don’t think geographically restricting a war is even possible, really. The US’s typical game plan involves hitting the enemy’s decision-making capabilities faster than they can react. That goes out the window if we can’t hit each other’s mainlands. A war where we don’t get to use our strongest trick and China keeps their massive industrial base is an absurd losing one that the US would be totally nuts to sign up for.

Anyway, we and China can be perfectly good peaceful competitors.

Re: Nvidia buys $5B in Intel

#599

Post by phendrenad2 »

mettamage wrote: post #559
phendrenad2 wrote: post #252

Called it. I knew Nvidia had nowhere left to go, with that insanely high valuation, other than to start buying competitors and adjacent companies. I don't think this is the end, either.

Link to your comment? I am curious to read it.

I don't think I actually commented it anywhere, I said think I said it to some friends IRL. It's just been my observation that, when a company's valuation suddenly spikes, the company usually tries to "lock in" those gains by diversifying.

Re: Nvidia buys $5B in Intel

#600

Post by shmerl »

bigyabai wrote: post #594
shmerl wrote: post #541

Earlier quoted context omitted.

> 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.

Wayland support hasn't been an issue since GLX was depreciated for EGLStream. I think the Nvidia backend has been "functional" for ~3 years and nearly flawless for the past year or so. Both Mutter and KWin have really good Nvidia Wayland sessions nowadays.

It got better, but my point is how long it took to get better. That's the indicator of how much they care about Linux use cases in general. Which is way below acceptable level - it's simply not their priority (which is also exacerbated by their hostile approach to upstreaming).

I.e. if anything new will need something implemented tomorrow, Nvidia will make their users wait another decade again. Which I consider an unacceptable level of support and something that flies in the face of those who claim that Nvidia supports Linux well.

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