| ▲ | andrewstuart a day ago |
| 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. |
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| ▲ | lumost a day ago | parent | next [-] |
| 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. |
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| ▲ | richardanaya a day ago | parent | next [-] | | 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. | | |
| ▲ | lumost a day ago | parent [-] | | Which leads to multiple questions - if NVidia can't manufacture elsewhere, will the best in the industry get much more expensive? is the GPU value in CUDA or TSMC? At best, the two companies are locked into a monopsomy/monopoly market for the next 2 years where TSMC needs NVidia to sell chips and NVidia needs TSMC to make them - in the long term, these arrangements are rarely stable. NVidia wants more manufacturing partners, and TSMC wants more GPU makers. |
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| ▲ | kgc a day ago | parent | prev [-] | | As part of this deal, is Intel doing any GPU fabrication? |
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| ▲ | bathwaterpizza a day ago | parent | prev [-] |
| lunar lake is pretty good |
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