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       COMMENT PAGE FOR:
   URI   Nvidia to Invest $5B in Intel
       
       
        andsoitis wrote 1 hour 59 min ago:
        > Under the new agreement, Intel will build custom central processing
        units for Nvidia to build into its AI platforms for data centres, as
        well as a separate project to develop PC chips.
        
        So this will let both NVidia and Intel increase sales for data center
        applications.
       
        tromp wrote 2 hours 33 min ago:
        More discussion at
        
   URI  [1]: https://news.ycombinator.com/item?id=45288161
       
        WatchDog wrote 2 hours 42 min ago:
        Doesn't feel all that long ago when Intel pushed Nvidia out of the
        chipset market, and how that felt almost existential for Nvidia at the
        time.
        
        Tables have turned a fair bit since then.
       
        andrewstuart wrote 2 hours 43 min 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.
       
          lumost wrote 1 hour 56 min ago:
          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.
       
            richardanaya wrote 1 hour 6 min ago:
            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.
       
          bathwaterpizza wrote 1 hour 58 min ago:
          lunar lake is pretty good
       
            EeJee8ac wrote 32 min ago:
            Maybe because it is manufactured by TSMC? Was that your point?
            
   URI      [1]: https://en.wikipedia.org/wiki/Lunar_Lake
       
        rdos wrote 2 hours 45 min ago:
        
        
   URI  [1]: https://www.removepaywall.com/search?url=https://www.ft.com/co...
       
       
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