Intel and Nvidia warming up to each other again??

[shangshang]

http://www.fool.com/investing/general/2010/12/01/intel-needs-nvidia-again.aspx

It appears that the 2 will settle. Intel may get some graphics help from NV, and NV to get back in the chipset business. Interesting times ahead for consumers!

 

[Arkadrel]

Nvidia was going to sue intel in the order for billions... (justifed or not isnt the point), but settleing and running away with a few billions.... how does that translate into "Intel and Nvidia warming up to each other again"?

Also this is all just rumors so far, and old news (the rumors).

Dated: november 12th
http://www.semiaccurate.com/2010/11/12/intel-said-settle-nvidia/


"Intel seems to have once again done the prudent thing, basically avoiding a patent war in court. While it may seem silly for them to shell out large sums of money when they have done nothing wrong, any patent war tends to result in many of the contested patents being invalidated as an unintended casualty. Intel seems to have done the math and ended up valuing those patents at more than the check they are rumored to have written."

That doesnt sound like warming up to each other, sounds like intel getting screwed by nvidia, depending how much much worth the patents they got from nvidia where. I guess the patents down the line, will mean Intel will make faster grafics cards... which in turn will cost both amd and nvidia abit more market share. So its more like nvidia chose to make a quick buck, perphaps at a cost further down the line.

 

[shangshang]

the rumors are old and have been on-going, sure, but this latest article is strongly hinting a settlement is in the work.

I know you're a pro AMD guy, so is this bad for AMD?

 

[Arkadrel]

Yes this is bad for amd from my point of view, its probably bad for nvidia too down the line (its a quick buck made, but maybe less grafic cards sold in the future if intels grafics set off).

 

[railven]

Yes this is bad for amd from my point of view, its probably bad for nvidia too down the line (its a quick buck made, but maybe less grafic cards sold in the future if intels grafics set off).

If nVidia works a royalty claim or something, this could be a steady stream of income for nVidia. IF they work something like that.

The more competition in any market the better so I welcome it. But, being an Intel fanboy I hope this doesn't turn into a reversal of the other thread and suddenly Intel processors/chipsets start locking out AMD/ATI cards.

 

[Arkadrel]

@Railven

I dont see that happending at high end, but at low end or mid end.... maybe Intel wants you useing their own grafics once those get going, and they lock out both nvida and Amd cards in low end, once their own grafics work well enough. If they earn more like that it could happend.

Amd could do the same, low-mid range, APUs.

That would leave nvidia only to high end market.

 

[zokudu]

@Railven

I dont see that happending at high end, but at low end or mid end.... maybe Intel wants you useing their own grafics once those get going, and they lock out both nvida and Amd cards in low end, once their own grafics work well enough. If they earn more like that it could happend.

Amd could do the same, low-mid range, APUs.

That would leave nvidia only to high end market.

Intel is required to include PCI-e or an alternative due to the settlement with the FTC for at least another 6 years.

 

[railven]

@Railven

I dont see that happending at high end, but at low end or mid end.... maybe Intel wants you useing their own grafics once those get going, and they lock out both nvida and Amd cards in low end, once their own grafics work well enough. If they earn more like that it could happend.

Amd could do the same, low-mid range, APUs.

That would leave nvidia only to high end market.

The lingering question would be is Intel's APU at all competitive to AMD's APU? Judging from prior history I'd lean towards no. Add to that that AMD has ATI in their pocket, I'd strongly put my chip on the AMD side versus the Intel side of this debate.

Maybe that would be enough leverage for Intel to offer nVidia a few pennies to make their APUs competitive enough on all levels if not better than AMD's APU.

High end will be a free man's market unless any of the board manufacturers implement restrictions. But, I wouldn't consider nVidia completely out of the mid-range just yet. We've still yet to see how well these APUs work and from what I've seen of demos - mid range isn't threated at all just yet.