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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#71

Post by linuxftw »

scrlk wrote: post #36

> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…

To me, this just validates what AMD has been doing for over a decade. Integrated GPUs for personal computing are the way forward.

Re: Nvidia buys $5B in Intel

#72

Post by kllrnohj »

jfdi wrote: post #26

Great news for all involved. It also would seem to validate Apple’s unified architecture for inference, and imply AMD is getting close…

You mean AMD's unified architecture. They were a founder of the HSA Foundation that drove innovation in this space complete with Linux kernel investments and unified compute SDKs, and they had the first shipping hardware support.

Re: Nvidia buys $5B in Intel

#73

Post by ACCount37 »

sho_hn wrote: post #24
Panzer04 wrote: post #21

Earlier quoted context omitted.

Unless Nvidia outright absorbs intel I think Intel would have to be kind of crazy to stop developing GPUs. So long as the AI craze is hanging in there it feels like having that expertise and IP is going to have high potential upside.

I'd agree, but Intel has also halted dGPU development efforts before, cf. the canned Larrabee project. Which was more troubled on the technology side however.

Yeah, Larrabee was nowhere near what they have now with Intel Arc.

Would be foolish to throw that away now that they're finally getting closer to "a product someone may want to buy" with things like B50 and B60.

Re: Nvidia buys $5B in Intel

#74

Post by readams »

tremon wrote: post #63
qzw wrote: 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.

I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic relationship. I think the rationale is closer to the competitor of my competitor is my friend -- they face two threats by AMD growing larger in the CPU market: - a bigger R&D budget for their main competitor in the GPU market - since Nvidia doesn't have their own…

Here's Nvidia's CPUs, which are increasingly a required part of their data center offerings:

https://www.nvidia.com/en-us/data-center/grace-cpu/

Re: Nvidia buys $5B in Intel

#75

Post by scrlk »

tremon wrote: post #63
qzw wrote: 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.

I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic relationship. I think the rationale is closer to the competitor of my competitor is my friend -- they face two threats by AMD growing larger in the CPU market: - a bigger R&D budget for their main competitor in the GPU market - since Nvidia doesn't have their own…

> since Nvidia doesn't have their own CPUs, they risk becoming more dependent on their main competitor for total system performance.

This is why they built the Grace CPU - noting that they're using Arm's Neoverse V2 cores rather than their own design.

Re: Nvidia buys $5B in Intel

#76

Post by pjmlp »

DiskoHexyl wrote: post #8
pjmlp wrote: post #6

So AMD got ATI, and now NVidia gets Intel.

Difference is, AMD wasn't a competitor for ATi. One mostly built CPU's, while another- GPUs. These two, on the other hand, are competing in several major product categories. Overall, not a good look

I doubt we would be seeing Dell selling NVidia ARM CPUs anytime soon.

However I do imagine Intel GPUs, that were never great to start with, might be doomed, long term.

Also another possibility would be, there goes One API, which I doubt many people would care about, given how many rebrands SYSCL already went through.

Re: Nvidia buys $5B in Intel

#77

Post by andsoitis »

Mistletoe wrote: post #38
gorgoiler wrote: post #12

> It is unclear if Intel will issue new stock for Nvidia to purchase Erm, a rather important point to bury down the story. The fiest question on anyone’s lips will be is this $5bn to build new chip technology, or $5bn for employees to spend on yachts?

It’s the most important part of the story. It’s so gross that companies can just dilute and create stock out of thin air like this. Why hold stock in Intel if the only people that ever buy the real stock and create buy pressure are the plebs? Here is the previous time… > Intel stock experienced dilution because the U.S. government converted CHIPS Act grants into an equity stake, acquiring a significant ownership perc…

> It’s so gross that companies can just dilute and create stock out of thin air like this.

To get money from the outside, you either have to take on debt or you have to give someone a share in the business. In this case, the board of directors concluded the latter is better. I don't understand why you think it is gross.

Re: Nvidia buys $5B in Intel

#78

Post by imiric »

JonChesterfield wrote: post #59
imiric wrote: post #46

Earlier quoted context omitted.

You can't be serious. Intel was well on its way to be a considerable threat to NVIDIA with their Arc line of GPUs, which are getting better and cheaper with each generation. Perhaps not in the enterprise and AI markets yet, but certainly on the consumer side. This news muddies this approach, and I see it as a misstep for both Intel and for consumers. Intel is only helping NVIDIA, which puts them further away from uns…

I'm sure Larrabee will be superb any year now. The Xeon phi will rise again. For supporting evidence, the success of Aurora. Weren't the loss-leading arc GPUs cancelled as well? Maybe that only one generation of them, it does look like some are on the market now. I think this partnership will damage nvidia. It might damage intel, but given they're circling the drain already, it's hard to make matters worse. It's prob…

> It might damage intel, but given they're circling the drain already, it's hard to make matters worse.

How was Intel "circling the drain"?

They have a very competitive offering of CPUs, APUs, and GPUs, and the upcoming Panther Lake and Nova Lake architectures are very promising. Their products compete with AMD, NVIDIA, and ARM SoCs from the likes of Apple.

Intel may have been in a rut years ago, but they've recovered incredibly well.

This is why I'm puzzled by this decision, and as a consumer, I would rather use a fully Intel system than some bastardized version that also involves NVIDIA. We've seen how well that works with Optimus.

Re: Nvidia buys $5B in Intel

#79

Post by Ekaros »

ur-whale wrote: post #7

5B is a fairly tiny stake (Intel's market cap is around 120B), other than the "we're now working together" signal, why is this news?

Isn't 5% somewhat significant chunk? I really wouldn't call it tiny one. Maybe not even small anymore.
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