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Nvidia buys $5B in Intel
611–620 of 638 posts
Re: Nvidia buys $5B in Intel
#612Earlier quoted context omitted.
Lol exactly. That poster should quickly realise hes got it pretty good given the alternatives.
Why? Was Steve Jobs literally the only human who was capable of seeing the massive unserved demand that existed back then? Sidekick was amazing for its time, but only on one also-ran carrier. BlackBerry had great features like BBM (essentially iMessage) but underpowered for multimedia and more difficult to learn. If Apple was out of business, one or more companies would have made the billions on MP3 players that iPod…
With all due respect theres a simple answer to why Apple was destined to win the smartphone race - they had a 5 year lead over everyone else because they had the OS and touch interface tightly integrated. On top of that they managed to scale up the production of the glass necessary for the touch to work and partnered with a network provider to overcome the control network providers had over handset producers.
They had such a lead that nobody was going to catch up and eat into their economic profits. Sure Samsung et al have captured marketshare, but not eaten into Apples economic profits.
Whether you like it or not, this hard work, effort and creativity deserves to be rewarded - in the form of monopoly/oligopoly profits.
Apple has shown itself to be very disciplined with its cash. That cannot be said of for Google, who instead of taking an endless stream of vanity projects, should return that cash back to shareholders.
Re: Nvidia buys $5B in Intel
#613Earlier quoted context omitted.
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.
Ah, I see. Fair.
Re: Nvidia buys $5B in Intel
#614Earlier quoted context omitted.
Why would either of these three be interested in buying a fab? The only other large player with its own fab is Samsung and Samsung has the same problem that Intel has, namedly a fab that is nowhere near close to TSMC. I agree that Intel would be better served to spin off its fab division, a potential buyer could be the US government for military and national security relevant projects.
Someone could be interested. It could also be Global Foundries. High risk big reward bet which the government is willing to help mitigate some of the risk with funding. They just need to separate business units.
Intel has enormous 14nm capacity and the node has been fully depreciated for years now, I wouldn't be surprised to see them keep it around long past its time in the zeitgeist. I'd be willing to bet we're about a generation away from a deluge of demand for embedded chips made on that node. Several high-end microcontrollers are made on 18nm processes already.
I'm still rooting for them to separate the fabs from the IP, I just wouldn't be surprised if some of the fabs stick around longer than folks would expect.
Re: Nvidia buys $5B in Intel
#615Earlier quoted context omitted.
Way back in the mid-late 2000s Intel CPUs could be used with third party chipsets not manufactured by Intel. This had been going on forever but the space was particularly wild with Nvidia being the most popular chipset manufacturer for AMD and also making in-roads for Intel CPUs. It was an important enough market than when ALi introduced AMD chipsets that were better than Nvidia's they promptly bought the company and…
> It was an important enough market than when ALi introduced AMD chipsets that were better than Nvidia's they promptly bought the company and spun down operations. This feels like a 'brand new sentence' to me because I've never met an ALi chipset that I liked. Every one I ever used had some shitty quirk that made VIA or SiS somehow more palatable [0] [1]. > Intel started releasing platforms with very little PCIe conn…
> most people who called it a 'Radon', would specifically call it an AMD Radon
If I had a dollar for the number of times I heard an IT professional say "Intel Xenon" I'd probably match your down payment.
Re: Nvidia buys $5B in Intel
#616Earlier quoted context omitted.
> 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.
Taking very long to implement stuff is a perfect argument of bad support for the platform. Timely support isn't any less important than support in general.
Are you a product manager? Or do you just not see the irony on your comment?
Long term support means my thing that has been working great continues to work great. New feature implementation has nothing to do with that and is arguably directly against long term support.
And Nvidia seems justified in this since effectively no distro dropper X11 until Nvidia had support.
Re: Nvidia buys $5B in Intel
#617Earlier quoted context omitted.
Only the fab part is. Intel needs to separate the two. Maybe Nvidia, AMD, or Qualcomm can buy the the fab part.
Why would either of these three be interested in buying a fab? The only other large player with its own fab is Samsung and Samsung has the same problem that Intel has, namedly a fab that is nowhere near close to TSMC. I agree that Intel would be better served to spin off its fab division, a potential buyer could be the US government for military and national security relevant projects.
In other words, both Intel and Samsung have state-of-the-art fabs once the advanced TSMC fabs are lost in China's invasion of Taiwan.
Re: Nvidia buys $5B in Intel
#618NVIDIA is Jensen Huang life, and he is probably the best CEO in the USA. But he should be careful. Possible Shareholders lawsuits come with Discovery. NVIDIA sales to Coreweave for example, a company they have shares on is starting to look a lot like self-dealing. Also, since this Intel deal makes no sense for NVIDIA, a good observer would notice that lately, he seems to spend more time on Air Force One than with NVI…
Bullshit https://www.techpowerup.com/341137/nvidias-usd-5b-intel-inve...
In 2007 Jen-Hsun Huang had “No CPU plans; can’t add much value.”
explained Nvidia “cannot add much value” in the CPU market and would focus on GPUs/chipsets.
In 2009 he said a no to an Intel-compatible x86 CPU.
In 2022 he said If x86 already exists, we’ll just use/partner: “One of the rules of our company is not to squander resources on something that already exists. If something already exists, for example, an x86 CPU, we’ll just use it… we’ll partner with them.”
No. They were ordered to make this investment...
Re: Nvidia buys $5B in Intel
#619Nvidia'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.…
Yeah, Nvidia has trillions at stake, Intel a mere 100B. It's more in the interests of Nvidia to interfere with Intel's GPU business than to help it, and the only things they want from Intel are the fabs.
Re: Nvidia buys $5B in Intel
#620Earlier quoted context omitted.
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.
That is literally exactly what he did say. Absolutely disgraceful. Glad he got fired.
Quoting:
> We hit some new lows over the weekend with the MAGA gang desperately trying to characterize this kid who murdered Charlie Kirk as anything other than one of them, and doing everything they can to score political points from it