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I’m not an expert on either company, but as I see it NVIDIA has a massive scale of R&D that is very effective and meaningfully focused. Intel seems to be cuttin

I’m not an expert on either company, but as I see it NVIDIA has a massive scale of R&D that is very effective and meaningfully focused. Intel seems to be cutting a massive amount of R&D that went no where & also doesn’t seem to have a clear thesis about who they are in the future. Generally M&A’s argument is that it’s more capitally efficient to acquire. There’s certainly a a case to be made for that here, but having seen a few engineering teams post M&A it could actually be a poison pill for NVIDIA. I’d love to hear from other more informed people what I’m missing here.

frognumber 2y ago
How about this: NVidia's focused R&D efforts to improve Intel platforms. The Intel platforms are still very, very good, and very, very hard to replicate. It took many decades of concerted optimization to get here. AMD is a little bit ahead right now, but it took many decades of R&D to get there. Other efforts to do so -- even when x86 was much simpler -- went nowhere. Remember WinChip, MediaGX, Geode, C3, C7, Nano, 5x86, 6x86, and that whole debacle of Intel-competing products?