BloombergIntel in talks with AMD to license GPU patents

[Madpacket]

This is interesting. My predictions on what will happen over the next 3 - 5 years.

-RTG will gain back enough marketshare with Polaris and Vega in the discrete market to make Nvidia really spend a ton of R&D money to compete. They will hurt financially because of this.
-RTG has the preferred technology for VR and if VR finally takes off this will put RTG ahead of everyone. This will help with AMD cashflow but margins and volume will be to low to really help turn them AMD around.
-AMD Zen will fail to gain back enough marketshare from Intel, being competitive won't be enough to change the tide. Intel will resort to dirty tricks and leverage guerilla money to undercut them in all major areas they have a chance of competing in.
-For survival AMD will be forced to sell off RTG to stay alive and focus on less competitive markets, Intel will likely be the buyer and finally have the technology to get rid of Nvidia.

Should be interesting to watch!

 

[positivedoppler]

This is interesting. My predictions on what will happen over the next 3 - 5 years.

-RTG will gain back enough marketshare with Polaris and Vega in the discrete market to make Nvidia really spend a ton of R&D money to compete. They will hurt financially because of this.
-RTG has the preferred technology for VR and if VR finally takes off this will put RTG ahead of everyone. This will help with AMD cashflow but margins and volume will be to low to really help turn them AMD around.
-AMD Zen will fail to gain back enough marketshare from Intel, being competitive won't be enough to change the tide. Intel will resort to dirty tricks and leverage guerilla money to undercut them in all major areas they have a chance of competing in.
-For survival AMD will be forced to sell off RTG to stay alive and focus on less competitive markets, Intel will likely be the buyer and finally have the technology to get rid of Nvidia.

Should be interesting to watch!

I don't like your prediction. I like the three amigos Intel, AMD, Nvidia. Don't want things to end up the lone ranger, Intel.

 

[IEC]

This is interesting. My predictions on what will happen over the next 3 - 5 years.

-RTG will gain back enough marketshare with Polaris and Vega in the discrete market to make Nvidia really spend a ton of R&D money to compete. They will hurt financially because of this.
-RTG has the preferred technology for VR and if VR finally takes off this will put RTG ahead of everyone. This will help with AMD cashflow but margins and volume will be to low to really help turn them AMD around.
-AMD Zen will fail to gain back enough marketshare from Intel, being competitive won't be enough to change the tide. Intel will resort to dirty tricks and leverage guerilla money to undercut them in all major areas they have a chance of competing in.
-For survival AMD will be forced to sell off RTG to stay alive and focus on less competitive markets, Intel will likely be the buyer and finally have the technology to get rid of Nvidia.

Should be interesting to watch!

I hope not. I'd rather have three healthy companies than a CPU/GPU monopoly Intel.

 

[3DVagabond]

I hope not. I'd rather have three healthy companies than a CPU/GPU monopoly Intel.

Yes.

How good Zen does though is pivotal for AMD. Hopefully it'll be good because we need better comp in the X86 sector. "If" it fails then we might see an RTG spin off. How many years are they going to keep that dead weight dragging their GPU business down resource wise?

Now, I do think Zen will be competitive (Unless Intel drops a bomb.). I can't imagine why they would continue with the rhetoric if it wasn't.