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Do they need the market leader to take on the market? In the end, that's also what is at stake, and the reason Intel might not be that interested. They will ma
by grive 10y ago
Do they need the market leader to take on the market?
In the end, that's also what is at stake, and the reason Intel might not be that interested. They will maybe see the light and see that they would have to steer the collaboration toward a more beneficial direction (for them), but at first, they will probably wait for it to gain momentum before deciding that they have to invest money to push the effort in the right direction (for them).
They have to be a threat for the established company to make a move. What nickpsecurity is saying by telling that they don't need Intel is that they are not yet a sufficient threat and that they are capable of becoming one.
- nickpsecurity 10y agoWhich they will be if they have a competitive technology that has a migration path for both x86 ISA and about everything else dominating in acceleration space. Intel might respond by supporting it or deploying their own thing. They're sure to loose market share, though, if the coalition's standardization commoditizes accelerators more than Intel's side does. They could loose some profit margin in the niche along with the market share.