Intel Says Blockbuster Nvidia Deal Doesn't Change Its Own Roadmap
- Reference: 0179357560
- News link: https://slashdot.org/story/25/09/19/019243/intel-says-blockbuster-nvidia-deal-doesnt-change-its-own-roadmap
- Source link:
> "We're not discussing specific roadmaps at this time, but the collaboration is complementary to Intel's roadmap and Intel will continue to have GPU product offerings," an Intel spokesman told my colleague, Brad Chacos, earlier today. I heard similar messaging from other Intel representatives.
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> Nvidia's $5 billion investment in Intel, as well as Nvidia's plans to supply RTX graphics chiplets to Intel for use in Intel's CPUs, have two major potential effects: first, it could rewrite Intel's mobile roadmap for laptop chips, because of the additional capabilities provided by those RTX chiplets. Second, the move threatens Intel's ongoing development of its Arc graphics cores, including standalone discrete GPUs as well as integrated chips. We're still not convinced that Arc's future will be left unscathed, in part because Intel's claim that it will "continue" to have GPU product offerings sounds a bit wishy-washy. But Intel sounds much more definitive on the former point, in that the mobile roadmap that you're familiar with will remain in place.
[1] https://slashdot.org/story/25/09/18/1226210/nvidia-to-invest-5-billion-in-intel
[2] https://www.pcworld.com/article/2913872/intel-nvidia-deal-doesnt-change-its-roadmap.html
You know given that Intel (Score:3)
Is just now starting to dip its toes into serious competition in the GPU market you would think maybe a $5 billion dollar investment from a competitor would get a little more scrutiny from regulators...
I am not saying that the investment would get blocked but it's not unusual for these kind of large investments in markets with very little competition to come with some caveats. Antitrust law is fairly broad for a good reason.
And if only we enforced antitrust laws we (Score:1)
Would live in an advanced civilization. Whatever the problem the actual solution is always antitrust law enforcement so we can go back to having competition. Capitalism without competition is just fascism.
Market consolidation and a complete lack of antitrust law enforcement means that if you try to go fast and break things you will either get run out of business or if you're really really lucky a few million bucks tossed your way to go away.
I suspect if we had proper antitrust law enforcement HP would not b
Re: (Score:3)
I don't see either party having a choice. Trump would've "suggested" Nvidia do this for its own good. Yes, it's a form of bailout, Trump style. I wouldn't be surprised if there's more to come in the future.
Re: (Score:2)
This deal does make sense in a way. From Nvidia's side, they're mostly left out of the low end GPU market. Low end means integrated, and they don't sell CPUs for consumer PCs. Any PC inexpensive enough not to have a discrete GPU is inaccessible to them. This gets them entry into that market.
From Intel's side, it gets them some cash they badly need, as well as new options for integrated GPUs. Options that are likely to be better than what they currently have. That will help them compete with AMD.
Regula
Re: (Score:2)
It's possible this is a hedge against AMD putting out genuinely useful integrated graphics. The 780 is okay for fortnite on the lowest settings but not much else. And the 8060s requires a very expensive purchase because it's not really for gaming or even video encoding it's for AI use as a workstation for programmers playing with their models.
AMD is clearly avoiding putting decent graphics in their integrated gpus so that they don't cannibalize their GPU market which is I suppose understandable. Once yo
This sounds a lot like (Score:2)
This sounds a lot like the Microsoft "investment" in Apple back in the late 90's. That was surely done to stave off some of the monopoly heat they were getting back then. nVidia better be careful, that Apple investment came back to bite Microsoft in the end. History has a way of repeating itself.
We all know Intel's roadmap (Score:1)
Bankruptcy.
Re: (Score:2)
I'd say that this is the first step of a takeover of Intel properties by Nvidia.