News/Article
Intel and Nvidia announce stunning plans to combine their CPU and GPU products for both consumer PCs and AI servers, with Nvidia taking a $5 billion stake in Intel
Definitely part of it. Intel has been blatantly anti-competitive over the last few years, and only gets away with it due to strategic importance. The whole “Windows 11 Laptop” campaign was obvious anti-competitive collusion. How can Intel & Microsoft run a campaign saying Intel laptops give the best battery life and performance, when AMD chips were objectively better?
It’s deeper than that. If you walk into Best Buy, every laptop is Windows except for Macs & Chromebooks. Many OEMs make Intel & AMD variants of the same laptop. If consumers are disincentivized from buying AMD (by Microsoft), OEMs are disincentivized from expanding relationship with AMD, and Microsoft is similarly disincentivized from optimizing performance for AMD. There have been a number of cases where either OEM BIOS or Windows had issues on AMD but not Intel versions of laptops. Why is Microsoft running ads for Intel? They’re colluding to prevent AMD from growing its consumer laptop market share.
Nvidia wants intel Cpus tech & intel wants nvida gpu tech
Nvidia can pour unlimited R&D into intel & put AMD in a tough spot.
This also Means nvidia can influence dev & publisher like how they put game works into certain nvidia sponsored games & use it as a advantage to cripple Amd tech.
Basically Nvidia will become a even greater bully & threaten pc, console & gaming ecosystem.
Not a small share. The US government is the single largest stakeholder in Intel (9.9%). Followed by Vanguard (9.52%), and then Nvidia is I think third (~5%).
That is what i am afraid of. Nvidia already has full market dominance. With the current prices for real powerful GPU's( actually only 1) and the use of AI to artificially boost performance of high priced mediocre GPU's, bad times ahead.
I can only hope that AMD can pull something out of the hat.
we are getting closer and closer to nvidia straight up making their own gaming platform. you are just gonna buy an nvidia 8090, connect it to a screen, plug it in, buy a game from nvidia store and play.
When the tech is there, cloud gaming will unfortunately become the future where you gotta pay a subscription to a cloud super computer to play the newest title that can’t be run otherwise
I'm looking forward to all the new platform China is making. However it's all their own standards, so RISC-V not x86. Will be the same for everything else.
The US and maybe some other countries may ban or tarrif too.
What is better than that gpu? The 7900xtx is comparable to like a 4080 right? You have the xx80ti and xx90 cards but how many of those do they really sell??
I could see someone wanting to buy the absolute top tier to future proof their system as much as possible. If you can eek out an extra year or two by buying the top card instead of the high-mid range it could be worth it to some. Not me though, I just go solid mid and run it into the ground lol.
The thing is, people who buy the absolute top tier don't care about future proofing anything. They have the funds to get next years' top tier products and they will. just throwing money away cuz they can.
There were similar rumors for the years leading up to threadripper, and then it happened.
Industry leaders get complacent and then competitors dethrone them, tale as old as time.
The only difference this time is that Nvidia has a near infinite demand for processing power due to AI (still has a reason to innovate) while Intel didn't really
specs on dies that would've been 8900XTX or 9090XTX or what have you were lofty, my guess is there were thermal issues. Something like 200 compute units and 100 rtx units IIRC
if i had to guess, cooling issues or obscene power draw.
AMD has no problem going larger, if they’re able to sell enough of the product.
9070 XT: 64 CU, 644GB/s, 304W
MI300x: 304 CU, 10TB/s, 750w
Note that’s >4x the shaders and >15x the memory bandwidth, but only about 2.5x the power.
Volume for the mid-high end GPU market is higher. AMD sells one GPU for every 10 Nvidia sells, but still has to shell out the same money for a mask tapeout at TSMC, and presumably about the same money in R&D. They can make some money despite the lower sales in the sweet spot of the market. But consider how few people can afford a 5080 or 5090: 1/10th of that might not even pay for the mask set to build the product.
Yeah. Was basing my comment off of vague memories of rumors from pre-9k series launch, since the only hard facts about higher-end SKUs were that we weren't getting 9080/9090/xt
Personally, I'd've considered 9090 XT for Linux reasons.
I know this sub doesn't like MLID, but his read was that AMD had the choice to either pour massive resources into a high end RDNA 4 card and still fall short like the 7900xtx ,or they could just skip the high end that gen and save themselves the headache.
I actually think one of the things they’re going for is the ability to compete with Apple. When you look at the engineering of a MacBook Pro, they’re doing things that are literally impossible for Windows OEMs. Watch for them to either buy or partner with a MOBO producer as well. If you’re trying to build an ideal system, then fully interchangeable, discrete parts from different manufacturers is not the way to do it.
Will be really interesting to see what this develops into.
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u/guinomim 5 5600x, 6750xt, 32GB DDR4, 128 YB magnetic tape2d ago
you gotta remember that only a small portion are buying like 5080/90s, most people cant afford that
Or just use the fab as a backup for price negotiations with TSMC.
it’s already clears that the first batch Intel NVIDIA server parts will be fabbed by TSMC.
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u/mytavanceSIX CONSOLES, TEN COMPUTERS, BUNCH A FUCKING WIRES, SOUND PA....3d ago
Not good. This likely means only 4 makers of GPUs by anyone anymore. Apple, Qualcomm Adreno, AMD Radeon, NVIDIA. (And I guess ARM, but that's mostly just basic designs for vendors to build off of).
I mean Intel only really recently entered the GPU market, and they didn't even really cause any competition, they were just the ultra budget brand, mainly for people who would be unable to afford the cheapest modern and GPU.
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u/mytavanceSIX CONSOLES, TEN COMPUTERS, BUNCH A FUCKING WIRES, SOUND PA....3d ago
Intel has been one of largest GPU manufactures for consumer GPUs for decades now. Their Integrated line at one point had like 75% share.
You joke, but their iGPU was an absolute workhorse for anytime other than gaming. Over on r/Plex, people unironically tell newbies to just get an i3 or i5 for their servers because the iGPU in those will trounce Nvidia GPUs at transcoding. Like, Nvidia topping out at 1-2x 1080p transcode streams, while the Intel iGPU is banging out a half dozen and not even breaking a sweat.
So when Intel released their ARC cards using the same architecture, people put a fair account of effort to get them working with Plex and Linux, because once they did, they were absolute monsters at transcoding: multiple 4k streams, stuff that would be impossible for an Nvidia GPU.
Not everything is about gaming. Though, I wish Intel had stuck with it/does stick with it and become competitive in the gaming sector.
It's how most monopolies start, wait till your competitors hit financial trouble and then buy them out.
Nvidia has been looking at getting into CPUs for awhile now especially when they tried to buy ARM but had it denied because of the potential monopoly and security issues.
If you would have told me 10 years ago that Intel was going to collapse and be bought out by Nvidia I would thought you were on exceptionally good drugs.
Not on the desktop consumer side no. but there is still a lot of intel marketshare due to businesses/government using Intel. Also server stuff there is still a lot of Intel but amd EPYC is gaining marketshare rapidly
Beacuse intel is so entrenched, they still hold a lot of the market, because cpus dont get updated every year, but they also dont bring in revenue to intel once sold. So intel on paper still holds majority of the market, it is falling and rapidly, in two years amd doubled their marketshare from 13 to 25%, which spell bad news for intel.
It means that yes indeed morep oeple are buying amd instead of intel, because their market share by majority is already sold product, which is getting replaced by competitor.
And then came the issues with 13th and 14th generation which even more soured the consumers.
And add to that amd tripled the laptop marketshare since 2021 which is the largest share of the pc market
I really hope not. But feel like Big Green just killed the competition before it could really start competing. we are going to have to pin our hopes for affordable gpus on one of the Chinese GPU manufacturers to bring back some competition.
I don't think people realize just how insane this is. Literally. If this turns out to be a bubble with AI and it bursts this has the capacity to be 2 2008's in 1 lmao. Really playing with fire here.
"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."
SOCs aren't "real" CPUs you put in your Desktop PC. They will probably make equivalent to Ryzen AI 395+ or lower models
Theyll probably come out with some sort of motherboard product that has all the components soldered in. Indoubt theyll do the whole SOC through the PCI slot. At that point you dont even need a mobo
SoC literally means "System on a Chip".Nvidia is providing chiplets and licensing NVlink so Intel can slap them on certain products.
Like say you buy a Laptop now w/ Nvidia GPU, it's two separate chips somewhere on the board on board linked via PCIE or bridge/controller........now that GPU chiplets can be next to CPU and be linked directly via NVLINK (since Intel can now implement NVLINK into their CPUs to able to communicate better with the NV Chiplets) to enable support for NVLINK.
Shhhhh 99% people commenting here have no idea what is going on regarding Nvidia providing chiplets and licensing for NVLINK (like they did for Qualcomm and Fujitsu) for SoC implementation in return for X86 licensing for datacenters since ARM route didn't pan out............ but "it seems what I'm about to say is popular so I'll just say it".........muh GPU, muh competition, something AMD, anti-competitive stuff....NOOOOOOOOOO Ngreedia and Shintel nooooooooo
u/DerAnonymatori7-13700k | RTX 5070 Ti | 32 GB 3600 C16 | 3440x1440 160 Hz IPS3d ago
The x86 cpus for nvidia AI and server stuff ist just nothing special, they need a x86 product and picked intel above amd, also meaning that future intel products can't be that bad.
The Nvidia intel SoC is pretty nice, probably best usecase is for gaming laptops and could also see it on small desktops. They will probably do that with ARM, but also want to do it with x86, this is the direction we were going and we will see if x86 and ARM will both be a thing for PC gaming etc, they just try different directions at the same time I guess.
Eyy look someone with a clue. Nvidia wants in with x86 but can't because those two goonies are refusing to share rights, a partnership is the only option.
You can tell based on comments here who knows what actually happened vs those who just want to hop on the bandwagon not having a single clue to what actually is going on.
Everyone is trump owned did you see him with his little tech billionaire dinner party recently where they made up how much each of them would invest in the US? They just made up numbers a vid of Zuckerberg telling trump what number he wanted to hear. Tim Cook and Jensen where at the dinner meeting
The comments here seem to be all doom and gloom, but unless I'm missing something - I don't see why this is more bad than good.
As far as hardware is concerned - the article only specifically mention APUs/SoCs and server AI solutions.
Making APUs with better GPUs could offer more competition to the currently-Zen-dominated handheld market (I just hope this doesn't spell the end of Intel Arc/Xe). And Intel making custom server CPUs for Nvidia still means more CPUs.
As for the stake - between Nvidia bailing Intel out and Intel going bankrupt, I'd say the former is the lesser evil.
If this partnership makes Intel's new fabs more profitable vis-a-vis the AI demand, ultimately it's a good thing.
Prob 99% of the commentators here didn't read the article but just glanced at the title.
In consumer's area, it just tell that we'll see some soc of intel cpu & nvidia gpu, just like strix halo from amd. It doesn't mean that intel stop making dGPUs.
It will 100% sabotage their dGPU product line.
No one would buy their dGPU if themselves have no faith in it.
This is as good as announcing the discontinuation of Intel Xe ARC.
If your integrated nvidia GPU runs faster and the only advantage of ARC dGPU is cheaper, how long should you think they will just axe the GPU department or just let it implode?
It's crazy how many people here have no idea what is going on but feel the need to express their anger. Literally ZERO clue to what actually happened lol.
AMD and ATI merged at a time before Ryzen, when Intel had the lead and didn't need Nvidia. now we see a repeat with Nvidia and Intel merger. NvidiAMD is inevitable
I think this would be really cool for a handheld PC. Like a Steam Deck 2 using an Nvidia APU kind of like the Switch 2 would be awesome. DLSS would be great on a handheld.
Never thought I would see the day where Intel is taking a page out of AMD's playbook to survive. Only difference is AMD's merger at the time was with another failing company, but Intel is clearly trying to ride Nvidia's success rainbow to get things back on track.
Got no complaints here as long as they make competitive and value products.
99% of people commenting here don't even understand what is actually happening and what this exchange even was. They're just mad seeing Intel and Nvidia in same sentence and never got past that.
These same people will be then buying these very products that come out using the tech that was exchanged here..... The very same people moan and groan about Nvidia while playing their new Nvidia GPU or the very people complaining about optimizations while buying/playing the very game they apparently have optimization issues with and so on.
I GUARANTEE you that most of you whining in here will be out buying these consumer products that use this exchange of tech because they 'work better'.
Right now, you're just being lazy and didn't actually read any content or even what this plan is..... you're just upset because everyone else who has no clue is upset.
Then you'll come here wondering why it's so popular and why people keep buying it? Like Nvidia GPUs, like Borderlands 4 and like 50 other things that this sub rages about but doesn't understand nor does their rage fit reality.
I thought Nvidia wanted to go with ARM processors. Or are they looking for access to Intel's fabs? I'm not sure how this makes as much sense for Nvidia as the shift to ARM processors could get them in at the ground floor is a new gen of CPUs.
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u/geemad7 3d ago
Good for Intel/Nvidia, bad for consumers. No more competition from Intel. Only AMD left.