> Under the new agreement, Intel will build custom central processing units for Nvidia to build into its AI platforms for data centres, as well as a separate project to develop PC chips.
So this will let both NVidia and Intel increase sales for data center applications.
Now we know why the Lip Bu Tan CEO of Intel declared they would stop competing with Nvidia.
Hard to see the government and Nvidia buying up Intel as any sort of real solution. Intel had to compete its way back to competitiveness, not this, whatever “this” is.
Nvidia needs more silicon manufacturing partners to prevent TSMC from charging a significant premium. Their choices are very limited today, and almost non-existent outside of Asia.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.
More discussion at https://news.ycombinator.com/item?id=45288161
> Under the new agreement, Intel will build custom central processing units for Nvidia to build into its AI platforms for data centres, as well as a separate project to develop PC chips.
So this will let both NVidia and Intel increase sales for data center applications.
Doesn't feel all that long ago when Intel pushed Nvidia out of the chipset market, and how that felt almost existential for Nvidia at the time.
Tables have turned a fair bit since then.
Now we know why the Lip Bu Tan CEO of Intel declared they would stop competing with Nvidia.
Hard to see the government and Nvidia buying up Intel as any sort of real solution. Intel had to compete its way back to competitiveness, not this, whatever “this” is.
Nvidia needs more silicon manufacturing partners to prevent TSMC from charging a significant premium. Their choices are very limited today, and almost non-existent outside of Asia.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.
Isn't it limited because TSMC is just so good at their job? I thought I read places that their error rates are lowest in the industry.
lunar lake is pretty good
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