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If the foundry business can create a competitive product that saves Nvidia/AMD manufacturing costs, they'll pay. Business allegiances change all the time when i
by jvalencia 6y ago
If the foundry business can create a competitive product that saves Nvidia/AMD manufacturing costs, they'll pay. Business allegiances change all the time when it impacts the bottom line.
- ethbr0 6y agoIf the Intel foundry business creates supply, even for people who are not Nvidia/AMD/Apple, they still win via increased competition on TSMC and Samsung.
- greggyb 6y agoYes. I didn't say that this wouldn't happen. I just observed that none of the three players among AMD, Nvidia, and Intel have an active interest in working together. Practicality will trump, but I suspect that given a choice among Intel and another closely-priced, competitive foundry, both AMD and Nvidia will choose the latter.