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I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. It's like "if your going to sell chips to China, you h

I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. It's like "if your going to sell chips to China, you have to spend some of the money funding non-Chinese tech". Nokia's capabilities to deliver 5G networks is a direct competitor to Huawei, right? Is Nvidia functionally an strategic hedge fund of the US Government? Would this fall under Jeffrey Sach's realm?

re-thc 1y ago
> I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. If you wanted something in the x86 space it was either Intel or AMD. AMD is a direct competitor. If I was Nvidia I'd have done something about Intel. At least stop them from crashing further.
zitterbewegung 1y ago
Yes, worked there and can confirm Nokia (previously known as Alcatel Lucent) is Cellphone infastructure.
lizardking 1y ago
Do you mean David Sacks, the AI czar?
- dustbunny 1y ago
  Yes, sorry
amoshi 1y ago
>I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly.
- netdevphoenix 1y ago
  > They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly. Mind elaborating? Who are the players in the duopoly?
  - KK7NIL 1y ago
    Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.
    - whaleofatw2022 1y ago
      Let's not forget GloFo although they are more interested in bulk at this point.mm
      - KK7NIL 1y ago
        Global Foundries sent their EUV machine back (and paid a fat restocking fee to do it), they've stopped trying to compete at the leading edge of logic processes. SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.
    - tremon 1y ago
      Or they could be referring to the Wintel monopoly (Windows+Intel), or the x86 duopoly (Intel+AMD), or the FPGA duopoly (Altera=>Intel + Xilinx=>AMD)...
  - JAlexoid 1y ago
    We currently have an all American oligopoly on the CPU market - Intel, AMD, Apple(ARM) and Qualcomm(ARM). There's hardly any non-American CPU designers out there
rzerowan 1y ago
Not a direct competitor, they are at a No3 slot behind Ericsson with a small global footprintmainly concentrated in NorthAmerica and some EU markets. However most of the 5G/5G+ patents are Huawei owned and FRAND so in any case the entiti in the drivers seat is H , thas why even the whole OpenRAN project didnt get far. Most likely like you surmiseits a geo-political hedge play.
- addei 1y ago
  Correct if I am wrong, but it is also noted that most essential 5G related patents are held by trio of Qualcomm, Ericsson and Nokia.
  - rzerowan 1y ago
    Yep the big three plus Huawei with a bit of an edge on them with te standard essential patent , that they collaborate in a pool with.Although in the matter of mobile modems/radios Qualcomm has an edge over all the others - not so much in the backend/longhaul telco space. Additionally if i recall most of the 6G stuff is being pushed by Huawei since most of it rests on the current 5G/5G+ work.
    - Wheaties466 1y ago
      I get that they are now involved and contribute to 5g. But its pretty shameful how huawei had acquired the ability to do so. https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvement_in_5G_wireless_networks https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvem... https://www.bloomberg.com/news/features/2020-07-01/did-china-steal-canada-s-edge-in-5g-from-nortel https://www.bloomberg.com/news/features/2020-07-01/did-china... https://www.politico.com/news/2020/02/13/us-charges-huawei-with-racketeering-and-theft-114912 https://www.politico.com/news/2020/02/13/us-charges-huawei-w...
      - throw32894833 1y ago
        These are articles are basically all speculation with no solid evidence. Nortel was dying way before Huawei got involved.
deleted 1y ago
[deleted]
nsteel 1y ago
> I wonder if they did here as well Interesting. Trump and the Finnish President meet a few weeks ago and explicitly discussed Nokia: https://www.youtube.com/watch?v=1XmnKjx3LYw https://www.youtube.com/watch?v=1XmnKjx3LYw

re-thc 1y ago

> I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. If you wanted something in the x86 space it was either Intel or AMD. AMD is a direct competitor. If I was Nvidia I'd have done something about Intel. At least stop them from crashing further.

zitterbewegung 1y ago

Yes, worked there and can confirm Nokia (previously known as Alcatel Lucent) is Cellphone infastructure.

lizardking 1y ago

Do you mean David Sacks, the AI czar?

dustbunny 1y ago
Yes, sorry

amoshi 1y ago

>I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly.

netdevphoenix 1y ago
> They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly. Mind elaborating? Who are the players in the duopoly?
- KK7NIL 1y ago
  Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.
  - whaleofatw2022 1y ago
    Let's not forget GloFo although they are more interested in bulk at this point.mm
    - KK7NIL 1y ago
      Global Foundries sent their EUV machine back (and paid a fat restocking fee to do it), they've stopped trying to compete at the leading edge of logic processes. SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.
  - tremon 1y ago
    Or they could be referring to the Wintel monopoly (Windows+Intel), or the x86 duopoly (Intel+AMD), or the FPGA duopoly (Altera=>Intel + Xilinx=>AMD)...
- JAlexoid 1y ago
  We currently have an all American oligopoly on the CPU market - Intel, AMD, Apple(ARM) and Qualcomm(ARM). There's hardly any non-American CPU designers out there

rzerowan 1y ago

Not a direct competitor, they are at a No3 slot behind Ericsson with a small global footprintmainly concentrated in NorthAmerica and some EU markets. However most of the 5G/5G+ patents are Huawei owned and FRAND so in any case the entiti in the drivers seat is H , thas why even the whole OpenRAN project didnt get far. Most likely like you surmiseits a geo-political hedge play.

addei 1y ago
Correct if I am wrong, but it is also noted that most essential 5G related patents are held by trio of Qualcomm, Ericsson and Nokia.
- rzerowan 1y ago
  Yep the big three plus Huawei with a bit of an edge on them with te standard essential patent , that they collaborate in a pool with.Although in the matter of mobile modems/radios Qualcomm has an edge over all the others - not so much in the backend/longhaul telco space. Additionally if i recall most of the 6G stuff is being pushed by Huawei since most of it rests on the current 5G/5G+ work.
  - Wheaties466 1y ago
    I get that they are now involved and contribute to 5g. But its pretty shameful how huawei had acquired the ability to do so. https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvement_in_5G_wireless_networks https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvem... https://www.bloomberg.com/news/features/2020-07-01/did-china-steal-canada-s-edge-in-5g-from-nortel https://www.bloomberg.com/news/features/2020-07-01/did-china... https://www.politico.com/news/2020/02/13/us-charges-huawei-with-racketeering-and-theft-114912 https://www.politico.com/news/2020/02/13/us-charges-huawei-w...
    - throw32894833 1y ago
      These are articles are basically all speculation with no solid evidence. Nortel was dying way before Huawei got involved.

deleted 1y ago

[deleted]

nsteel 1y ago

> I wonder if they did here as well Interesting. Trump and the Finnish President meet a few weeks ago and explicitly discussed Nokia: https://www.youtube.com/watch?v=1XmnKjx3LYw https://www.youtube.com/watch?v=1XmnKjx3LYw