Intel States That Its $5 Billion Collaboration Deal with NVIDIA Is Complementary to Its Roadmap and Will Continue to Have GPU Offerings

Peter_Brosdahl

Peter_Brosdahl

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The aftereffects of yesterday's bombshell announcement have begun to be felt as folks begin to wonder exactly what the deal between Intel and NVIDIA means.

See full article...
 
I've been wondering how much of this Intel saying what they have to to retain investor confidence, i.e. 'no we're not throwing Arc away!', vs. what they're actually going to do once the dust clears.
 
I guess it depends on what exactly is their current roadmap & how future sales impact that roadmap

They will have to have an igpu team forever
They would also be eyeing a DC GPGPU from profitability angle. (But Nvidia is the wrong company to tie up for that. Maybe Broadcom ? )

Desktop consumer GPU causes a lot of pain but would be short sighted to kill it off completely
 
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"Complimentary"

I think this is more nVidia taking advantage of a wounded competitor.

"Oh, remember that time when you wouldn't license us x86? We are about to own you. This is just our way of getting around anti-trust."
 
Maybe this will be like when Microsoft invested what 160 million in apple to keep them from failing and then they came back as a powerhouse because they redefined a market and really in essence created the fully touch screen smartphone.
 
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To me whats going on seems clear enough, Intel has been chosen as a military- strategic company (always has been, but I mean further into this, like defense companies) while Nvidia is both, strategic and consumer. Hence this fusion is a matter streamlining purpose for Intel, probably processors , memory, fabs, and gods knows stuff we will never see now.
AMD has been left alone in the consumer market, and as maybe backup roles.

It wouldnt surprise me if Intel got bigger, but more silent, while AMD stays more flashy in the the consumer market.
 
Uvilla said:
It wouldnt surprise me if Intel got bigger, but more silent, while AMD stays more flashy in the the consumer market.
Click to expand...
Kinda like how IBM is still around, but you never see anything of theirs in the consumer space.
 
Brian_B said:
Kinda like how IBM is still around, but you never see anything of theirs in the consumer space.
Click to expand...
Yea IBM is all mainframe, VLS (Very large system) and cloud now. But they are a very nice company with a decent stock price compared to when I was working for them a couple decades ago. Not that there is causation with that. lol.
 
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