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Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
by tasty_freeze 2y ago
Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
- soniman 2y agoMicrosoft bought shares of Apple when it was on its knees. The foundry business doesn't compete with Nvidia.
- crop_rotation 2y agoMicrosoft bought Apple shares for their own benefit instead of for supporting a competitor (it was too cheap for them and they could argue not a monpoly).
- tambourine_man 2y agoAnd solved some patent issues.
- wtallis 2y agoIntel's foundry business doesn't exactly complement NVIDIA, either, so there's no reason for NVIDIA to help prop up Intel.
- soniman 2y agoOf course it does. Do you think Nvidia likes being dependent on TSMC?
- wtallis 2y agoIntel's foundry business is unsuitable for NVIDIA to use to produce GPUs. Intel's foundry business is also not a complement in the economics sense, as in "commoditize your complement"; it's a substitute for TSMC fabs (but a bad substitute). The market impact of Intel's foundry business is that incremental improvements to the fabs used more or less exclusively for Intel's x86 CPUs does not lead to higher sales of NVIDIA GPUs. It would take an unrealistically huge advance in quality or drop in price for Intel's fabs and the output thereof to affect demand for NVIDIA GPUs.
- moneydang 2y agoIntel does so much more than CPUs, relatively speaking Nvidia is a one-trick pony.
- fooker 2y agoNvidia is slowly but surely getting into doing all those things.