Intel Says Blockbuster Nvidia Deal Doesn't Change Its Own Roadmap 26
If you're wondering what effect Intel's blockbuster deal with Nvidia will have on its existing product roadmaps, Intel has one message for you: it won't. PCWorld: "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.
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.
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.
We all know Intel's roadmap (Score:2)
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I'd say that this is the first step of a takeover of Intel properties by Nvidia.
You know given that Intel (Score:4, Informative)
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
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Were you thinking about his penis the entire time?
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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.
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Yes, because he's just saddled taxpayers with 10% ownership of Intel. And by offering suggestions to Nvidia to "invest" in Intel he's trying to show the world he's a good businessman that doesn't make poor investment choices, like casinos, airlines, hotels, and other things he's lost money on.
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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
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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
Re: You know given that Intel (Score:1)
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That's the 8060s.
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What's the market for a good integrated GPU ?
AMD is clearly capable of making a fairly high end integrated GPU. The PS5 is roughly a GTX 2070 level GPU integrated with a Ryzen CPU.
But to make that perform well, you need a custom memory architecture with faster memory bus for the GPU. And you need an enormous cooler. The PS5 is basically a tiny motherboard with a massive heatsink attached to it. Xbox Series X isn't much different - they went heavier on fans and airflow, less on the heatsink.
If you go a littl
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Let me change the question slightly: what's the market for an integrated GPU?
It's huge. Most laptops use integrated GPUs.
Do laptop buyers care about GPU performance? Of course. Lots of people play games on their laptops. They would value better performance.
You can buy a laptop with a discrete GPU, but then you sacrifice other things: size, weight, battery life, heat, fan noise. If you can improve the GPU performance without sacrificing those things, lots of people would see it as a selling point. It d
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The way integrated GPUs typically work is they're a chiplet: a separate die in a package with some other dies, like the CPU. If you shove a Blackwell or whatever die into a package with a CPU it's going to have the same power and heat dissipation requirements as if it were by itself, but complicated because it's physically co-located with the other hottest part of the computer.
You save a bit on cost and maybe a bit on space with integrated graphics, but not really that much. the actual GPU chip isn't very b
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The chiplet they use isn't going to be the same as a RTX 5060. It's going to be something smaller and less powerful, appropriate for use as an integrated GPU.
Nvidia already makes integrated GPUs, for example the one in the Switch 2. This deal will allow them to get into PCs.
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OP was talking about a "powerful" GPU. There ain't no free lunch. You don't get magical heat and power benefits from putting a chiplet in a package with a CPU versus it's own little plastic house. Quite the opposite, at least where heat is concerned.
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.
Kinda wondering if Intel is near failure. (Score:2)
The recent news on Intel has not been the kind of news one associates with a successful company cruising from strength to strength. Neither of these "investments" seem likely to generate any sort of response to inroads by AMD and ARM.
Correct past management mistakes (Score:2)
It does not? (Score:2)
If it doesn't change its own roadmap ... (Score:2)
Blockbuster??? (Score:2)
I thought they went out of business years ago!
Sucking up to the administration (Score:2)
By investing in Intel, they drove up the share price by 50%, significantly increasing the value of the 10% stake the government took in the company. It's a small price for NVidia to pay to keep the recently heavy-handed Feds off their back.
Before you give $1 to Intel (Score:2)
remember that 10c goes toward funding a fascist regime.