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Asianometry: Intel Should Second-Source Nvidia

Brady

Active member

Generally this video explores the hypothetical of: what if — like how IBM forced Intel to give AMD an x86 license so that IBM wouldn’t get stuck with a single supplier, successfully creating a competitor in the market — the USG forces Nvidia to give Intel (and realistically I bet it would require AMD, too) a “Tensor core and CUDA” license.

I think it’s a really interesting idea. Like with x86 it has direct precedent with success. It also creates a new double-digit billion dollar revenue stream for Intel if successfully rolled out, helping Intel get the cash it needs without taxpayer bailouts and also spreads Nvidia’s historic (and unsustainable) 80+% GM to the wider industry players.

Seems too smart for government (and their lobbyists puppeteers) to allow to happen. Just fun to think about.
 
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