Earlier quoted context omitted.
TSMC will not have state of the art on US soil. Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil
> Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil This is bold claim. Do you have a public evidence to share? I have never once seen this mentioned in any newspaper articles that I have read about TSMC and their expansion in the US.
Nvidia buys $5B in Intel
631–638 of 638 posts
Re: Nvidia buys $5B in Intel
#632Earlier quoted context omitted.
The likelihood intel AI was going to catch up with efforts like AWS Trainium, let alone Nvidia was already vanishingly small. This gives intel a chance at maintaining leading edge fab technologies. I feel bad for gamers - I’ve been considering buying a B580 - but honestly the consumer welfare of that market is a complete sidenote.
> This gives intel a chance at maintaining leading edge fab technologies. I don't think so: > The chip giant hasn’t disclosed whether it will use Intel Foundry to produce any of these products yet. It seems pretty likely this is an x86 licensing strategy for nvidia. I doubt they're going to be manufacturing anything on intel fabs. I even wonder if this is a play to get an in with Trump by "supporting" his nationalizi…
I think literally just the cash is a big deal at this point. Additionally, this deal probably increases the chances that Nvidia at least uses some Intel Foundry technology (like packing) and maybe very down the road, fabrication.
Re: Nvidia buys $5B in Intel
#633Earlier quoted context omitted.
nvidia doesn’t need x86, they’re moving forward on aarch64 and won’t look back. For example, one of the headlines from CUDA 13 is that sbsa can be targeted from all toolkits, not as a separate download, which is important for making it easy to target grace. They have c2c silicon on grace for native host side nvlink. They’re not looking back.
They're clearly looking back though, investing in Intel and announcing quite substantial partnerships. Maybe they're not looking back for technical reasons, but they are looking back.
I don't think Nvidia cares about the CPU ISA.
Re: Nvidia buys $5B in Intel
#634Earlier quoted context omitted.
The likelihood intel AI was going to catch up with efforts like AWS Trainium, let alone Nvidia was already vanishingly small. This gives intel a chance at maintaining leading edge fab technologies. I feel bad for gamers - I’ve been considering buying a B580 - but honestly the consumer welfare of that market is a complete sidenote.
> The likelihood intel AI was going to catch up with efforts like AWS Trainium, let alone Nvidia ...and yet Nvidia is not gambling with the odds. Intel could have challenged Nvidia on performance-per-dollar or per watt, even if they failed to match performance in absolute terms (see AMD's Zen 1 vs Intel)
You misunderstand enterprise GPUs. Their cost of ownership is dominated by electricity - they're already optimized for price per watt.
Re: Nvidia buys $5B in Intel
#635Earlier quoted context omitted.
Actually - he didn't he made fun of Trump ditching the memorial service... Which Trump did.
You clearly didn't see the clip; what you describe was just a part of it, and there Trump appears to just have not heard the question.
Trump doesn't seem to hear alot of questions - and has been reported to ramble on about all sorts of nonsense, during state visits and high-level meetings.
Almost like a dementia patient.
...but that is just my opinion - even so... not clarifying an asked question is not, well uh a sign of overall "great leadership"...
Re: Nvidia buys $5B in Intel
#636Earlier quoted context omitted.
Intels gpus are a better solution for almost all computing outside high end gaming, ai, and a few other tasks. For most things a better gpu is overkill and wastes energy
So they are better except in all the ways that people care about…
Most computing tasks are not those. They may care, but boring is the norm.
Re: Nvidia buys $5B in Intel
#637I wonder what this means for Intel's Arc lineup. Would be a bit crazy to have privileged access to a competitor's roadmap through just owning a chunk of them. I also have to admit I really hope they dont cancel them. A triopoly is at least better than a duopoly (or realistically, a monopoly as AMD's competitiveness in gpus is pretty questionable)
imho the entire point of this for nvidia is to kill arc
They will not, because need to save at least weak competition, or anti-trust regulators will use very high taxes against Nvidia.
This is reason, why Intel all previous decades saved tiny stripe for competitors (sure, AMD , but also like Cyrix or Sys), but immediately hit brakes, when some competitor becomes too competitive - to show regulators, that market is still competitive, is not just monopoly.
The size of stripe for outsiders is not right parameter here, but more important outsiders will not show bright products in most important niches.
So idea, Arc will not die fast, but it will constantly lag, to be only second or third.
How one could cut wings to GPU? Well first, delay top products, for example installing slow RAM and use too high temperature margins, so chip will run on slower frequency than could.
Second, as I hear, Arc drivers still not ideal and some games don't run smooth.
Third, cut all long term perspective initiatives, like WebGPU.
ps Other examples, you may seen strange behavior of IBM, Commodore/Atari, when they avoid to implement some very obvious things, and that is - they visited by regulators, and warned about approaching of formal margin, and after that visit, hit brakes, to limit their products, to avoid become next ATT.
Re: Nvidia buys $5B in Intel
#638Earlier quoted context omitted.
And why would they when TSMC is in both China and the US in some fashion?
And Taiwan is forbidding TSMC from building their cutting edge fabs in the US… https://www.asiafinancial.com/taiwan-says-tsmc-not-allowed-t... That may have changed since then. But do you really want to depend on a foreign government for chip manufacturing?
As Taiwan should, it's their prerogative. People often think when global policy changes abruptly everything stops; in reality, the contrary is true: supply chains and demands shift.
For what it's worth, its TSMC's expertise in semiconductor manufacturing that has been loaned to the US, not bought, settled, and forgotten.