intel to buy nvidia with jhh as ceo???

[beginner99]

I have a feeling those patents will come from somewhere else. Unless AMD spins of ATI.

intel buying AMD would make much more sense because they are a lot cheaper and offer more or less the same GPU IP. But that is even more unlikely due to x86 monopoly. And since AMD still seems to have wet dreams about their APUs and HSA I doubt they spin off ATI or sell GPU IP to intel.

 

[ShintaiDK]

intel buying AMD would make much more sense because they are a lot cheaper and offer more or less the same GPU IP. But that is even more unlikely due to x86 monopoly. And since AMD still seems to have wet dreams about their APUs and HSA I doubt they spin off ATI or sell GPU IP to intel.

I have a feeling that in the future, those ATI IPs will be in a combined umbrella host. Like the latest sale we saw in IP terms. So alot of companies can freely benefit from it.

 

[mrmt]

But its true, Intels biggest issue is patents in the GPU area. However spending 8-10B$ to buy some patents and a slowly dying discrete segment is just plain stupid to get a 50%? IGP performance boost. Not to mention all the other issues.

It seems that not only people believed in the stupidest rumor ever spread by a plagiarist crook but also incorporated the Ruiz mindset by thinking the only way to get what you want is a straight acquisition, and that Intel will go for Dirk failed strategy, fielding 250mm^2 chips for the very bottom of the market. Not gonna happen.

If they buy Nvidia today, end of 2016 will be the first date we could expect an Intel Nvidia product, and given the current progression rate, give Intel four more years and they will have descent in-house GPU IP.

But let's assume that Intel really wants NVDA IP, is an acquisition the only way? Well, no. The consumer GPU business is slowly fading, and Nvidia knows that. That's why they decided to bet the farm on the mobile market instead putting that money on GPU or GPGPU R&D. So it's only a matter of Intel coming with the right amount of money to acquire the needed IP, and that's far smaller than 8 billion.

Second is that while the bulk of the revenues are from consumer GPU, what really makes money on Nvidia is Quadro/Tesla on the PSB division, and this division isn't really interesting for Intel as they already have Xeon PHi to attend the same market. Same with their mobile division, tegra isn't interesting at all for Intel. Intel doesn't have any interest on Nvidia money making and in Nvidia bet for the future, it leaves only interest in their consumer GPU business, which is shrinking. Is it a sound business decision to buy a business where you don't care about the bulk of their revenues and future markets? Not at all.

Third, what does Nvidia management would bring for a company like Intel? Their engineering department isn't something that Intel isn't already developing in-house, their financial department isn't anything interesting, and their sales department, well, they are good at spanking AMD, but who isn't? If you can't beat the most incompetent management to ever run a company, you are really in trouble.

 

[mrmt]

intel buying AMD would make much more sense because they are a lot cheaper and offer more or less the same GPU IP. But that is even more unlikely due to x86 monopoly. And since AMD still seems to have wet dreams about their APUs and HSA I doubt they spin off ATI or sell GPU IP to intel.

Cheaper? Really? How much is worth AMD relationship with GLF? What more purchase commitments, mandatory product sales, take-or-pay charges or mandatory assets sales are buried in their balance sheet? How many of those assets are really assets, or not accounting gimmicks?

Given AMD efforts to hide all those things until the last minute, I doubt that they are clean.

 

[SP33Demon]

It seems that not only people believed in the stupidest rumor ever spread by a plagiarist crook but also incorporated the Ruiz mindset by thinking the only way to get what you want is a straight acquisition, and that Intel will go for Dirk failed strategy, fielding 250mm^2 chips for the very bottom of the market. Not gonna happen.

If they buy Nvidia today, end of 2016 will be the first date we could expect an Intel Nvidia product, and given the current progression rate, give Intel four more years and they will have descent in-house GPU IP.

But let's assume that Intel really wants NVDA IP, is an acquisition the only way? Well, no. The consumer GPU business is slowly fading, and Nvidia knows that. That's why they decided to bet the farm on the mobile market instead putting that money on GPU or GPGPU R&D. So it's only a matter of Intel coming with the right amount of money to acquire the needed IP, and that's far smaller than 8 billion.

Second is that while the bulk of the revenues are from consumer GPU, what really makes money on Nvidia is Quadro/Tesla on the PSB division, and this division isn't really interesting for Intel as they already have Xeon PHi to attend the same market. Same with their mobile division, tegra isn't interesting at all for Intel. Intel doesn't have any interest on Nvidia money making and in Nvidia bet for the future, it leaves only interest in their consumer GPU business, which is shrinking. Is it a sound business decision to buy a business where you don't care about the bulk of their revenues and future markets? Not at all.

Third, what does Nvidia management would bring for a company like Intel? Their engineering department isn't something that Intel isn't already developing in-house, their financial department isn't anything interesting, and their sales department, well, they are good at spanking AMD, but who isn't? If you can't beat the most incompetent management to ever run a company, you are really in trouble.

This is true. In addition, Intel already has access to some Nvidia IP due to last year's agreement which is assisting them in creating their increasingly successful IGP's.

At the end of the day NVIDIA is receiving 1.5 billion dollars, continued rights to make C2D chipsets, and unspecified patent protection for their ARM-based Project Denver CPU. Meanwhile Intel will continue to have access to NVIDIA’s graphics patents enabling them to produce IGPs, and some additional security in the x86 market by continuing to lock NVIDIA out of it. NVIDIA seems to have gotten the better end of the deal here, but Intel certainly got something out of the deal too.

http://www.anandtech.com/show/4122/intel-settles-with-nvidia-more-money-fewer-problems-no-x86/3