5 ms·

Intel would do well to be wary. AMD already gave away all their IP to their new CPUs to the Chinese government with the Dhyana cpus.

gscott 8y ago
AMD gave away the farm but the money (I think 300 million) saved the company. All of this new innovation from AMD certainly arises from that money. Now however China has easier access to CPU's to build new supercomputer's find find ways to nuke the USA in new novel ways.
- ethbro 8y ago
  > All of this new innovation from AMD certainly arises from that money. Just to be clear: Zen microarch design work started circa-2012. The USD$300m deal was circa-4/2016. It's accurate to say the capital from the deal likely helped AMD finalize, produce, and distribute Zen / Epyc. But the microarchitecture design innovation predated the cash infusion.
  - CathayRe 8y ago
    >It's accurate to say the capital from the deal likely helped AMD finalize, produce, and distribute Zen / Epyc. It didn't, it just gave a pass / access to Alibaba and Tencent as well as other Government related project to use AMD CPU.
    - ethbro 8y ago
      We're not talking about the same thing. You're talking about the deal, I'm talking about what AMD did with the cash from the deal. Look at their balance sheet, and note that without the $300M infusion, the market would have been spooked by their debt levels. https://finance.yahoo.com/quote/AMD/cash-flow?p=AMD https://finance.yahoo.com/quote/AMD/cash-flow?p=AMD
- mtgx 8y ago
  Amd also gave away the GPU farm when it made a similar deal with Intel. Both are shortsighted.
  - jaas 8y ago
    AMD delivered completed physical GPU components to Intel, which Intel then stuck next to their CPUs. They didn't give Intel anything Intel couldn't get by walking over to MicroCenter. (So far as I know anyway)
    - imtringued 8y ago
      Yes, what AMD did was basically give intel a dedicated GPU die with HBM which was then glued on the same package as the CPU.
Nomentatus 8y ago
I believe only for local use, not export outside China.
- redial 8y ago
  For now.
  - Nomentatus 8y ago
    At all, according to the contract. If you're predicting a change, I'd love to have more supporting detail.
- stjohnswarts 8y ago
  I think the whole point is that the Chinese government will buy (if allowed) or steal the IP (if not allowed) without compunction or care about agreements.
  - Nomentatus 8y ago
    They weren't allowed the Intel/AMD64 ISA in all the previous years; but didn't steal it - some IP is much harder to get away with stealing than other IP.

gscott 8y ago

AMD gave away the farm but the money (I think 300 million) saved the company. All of this new innovation from AMD certainly arises from that money. Now however China has easier access to CPU's to build new supercomputer's find find ways to nuke the USA in new novel ways.

ethbro 8y ago
> All of this new innovation from AMD certainly arises from that money. Just to be clear: Zen microarch design work started circa-2012. The USD$300m deal was circa-4/2016. It's accurate to say the capital from the deal likely helped AMD finalize, produce, and distribute Zen / Epyc. But the microarchitecture design innovation predated the cash infusion.
- CathayRe 8y ago
  >It's accurate to say the capital from the deal likely helped AMD finalize, produce, and distribute Zen / Epyc. It didn't, it just gave a pass / access to Alibaba and Tencent as well as other Government related project to use AMD CPU.
  - ethbro 8y ago
    We're not talking about the same thing. You're talking about the deal, I'm talking about what AMD did with the cash from the deal. Look at their balance sheet, and note that without the $300M infusion, the market would have been spooked by their debt levels. https://finance.yahoo.com/quote/AMD/cash-flow?p=AMD https://finance.yahoo.com/quote/AMD/cash-flow?p=AMD
mtgx 8y ago
Amd also gave away the GPU farm when it made a similar deal with Intel. Both are shortsighted.
- jaas 8y ago
  AMD delivered completed physical GPU components to Intel, which Intel then stuck next to their CPUs. They didn't give Intel anything Intel couldn't get by walking over to MicroCenter. (So far as I know anyway)
  - imtringued 8y ago
    Yes, what AMD did was basically give intel a dedicated GPU die with HBM which was then glued on the same package as the CPU.

Nomentatus 8y ago

I believe only for local use, not export outside China.

redial 8y ago
For now.
- Nomentatus 8y ago
  At all, according to the contract. If you're predicting a change, I'd love to have more supporting detail.
stjohnswarts 8y ago
I think the whole point is that the Chinese government will buy (if allowed) or steal the IP (if not allowed) without compunction or care about agreements.
- Nomentatus 8y ago
  They weren't allowed the Intel/AMD64 ISA in all the previous years; but didn't steal it - some IP is much harder to get away with stealing than other IP.