Nvidia is also investing $5 billion into Intel
What just happened? Intel has received another massive investment from an unlikely source: Nvidia. Team Green is purchasing $5 billion in Intel common stock at $23.28 per share, part of a collaboration that will see the two companies jointly develop x86 system-on-chips – called Intel x86 RTX SoCs – that integrate Intel CPUs and Nvidia RTX GPU chiplets for a wide range of PCs. Intel will also be building custom x86 data center CPUs for Nvidia to integrate into its AI infrastructure platforms. […]
This is a major development.
I did not expect Nvidia to de facto give up on their Windows-on-Arm efforts. I guess they are smart enough to recognize that WoA is a joke (especially when WoA devices are priced higher than average) outside using WoA as a browser/office/media player device.
This honestly sounds like it was driven by pressure from the US administration.
That being said, we might see some interesting developments from this collaboration.
Does this mean Intel is shutting down Arc?
That’s disappointing.
Man I sure hope not. The fact that it doesn’t say they are alongside this announcement does make me feel a little better about it given how generally happy they’ve been to announce all their cost-saving measures lately.
It would be very bad news; it’s possible they want to delay it.
This puts them in a very odd position though. It’s not an experiment like Kaby Lake G, it sounds like a whole graphics partnership that would be in direct competition with Arc (and its integration with Intel CPUs).
Imagine wasting billions of dollars on stock buy backs for a decade…
Then having to be bailed out by US Treasury and your competitor
This was absolutely not on my bingo card
What kind of shady anti competitor deal did NVidia get out of this is what I’m wondering.
Well the B50 is the best selling workstation card at the moment, so Intel is probably going to drop that so nvidia can maintain market share
Intel is on fire sale right now and NVIDIA was able to buy in for essentially their 2 week pay cheque.
Nvidia probably figures Intel is an unsinkable investment because the U.S. government won’t let it now that they bought in. Since China just told their tech industry not to use certain Nvidia chips, I imagine hedging a small bet on the U.S. instead of globally is in their best interest.
Also yeah, Intel stock was double what it is now, 4 years ago…
This was absolutely not on my bingo card
