But Intel was doing all their discrete GPU chiplets at TSMC as well. As @Xebec suggests, they might keep their ARC series for on-chip iGPUs / APUs.
NVIDIA will invest $5 billion in Intel’s common stock!
- Thread starter Daniel Nenni
- Start date
I didn't know that. Do you have a link to the story?
Never mind. I found it. A bunch of companies have licenses. China is on really shaky ground with their monopoly accusations.
NVIDIA Unveils NVLink Fusion for Industry to Build Semi-Custom AI Infrastructure With NVIDIA Partner Ecosystem
NVIDIA today unveiled NVIDIA NVLink Fusion™ — new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink™, the world’s most advanced and widely adopted computing fabric.
nvidianews.nvidia.com
I was wrong about this one - a friend reminded me that Hart-Rodino has a fairly low monetary trigger and does include a 30 day period.
The monetary trigger for filing under the Hart-Scott-Rodino (HSR) Act in 2025 is a transaction value that exceeds $126.4 million. If the value of the acquisition or investment meets or exceeds this threshold, a pre-merger notification must be filed with the Federal Trade Commission (FTC) and the Department of Justice (DOJ) for antitrust review before the transaction can be completed. The filing must be done before closing the transaction, and regulators have a waiting period (usually up to 30 days) to review.
MKWVentures
Moderator
@Daniel Nenni said Lip Bu is the deal maker. Tan is making changes. Intel using Nvidia graphics is great.
5B is a small investment (they are not a top 3 investor) but it depends on how the partnership goes.
Is it Intel/MS from the 80s?
or is it Itanic.
5B is a small investment (they are not a top 3 investor) but it depends on how the partnership goes.
Is it Intel/MS from the 80s?
or is it Itanic.
IMO, it is not at all like Itanic.
China isn't making a monopolist argument though. They are arguing that NVIDIA is being discriminatory - can't offer to Chinese companies. Non-discrimnatory licensing of Mellanox technology was presumably one of the approval terms for the merger. Of course the discriminatory part is stemming from US government restrictions, not monopolistic behavior, hence Chinese claims are really just part of the overall sprawling and sporadic trade negotiations.Never mind. I found it. A bunch of companies have licenses. China is on really shaky ground with their monopoly accusations.
NVIDIA Unveils NVLink Fusion for Industry to Build Semi-Custom AI Infrastructure With NVIDIA Partner Ecosystem
NVIDIA today unveiled NVIDIA NVLink Fusion™ — new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink™, the world’s most advanced and widely adopted computing fabric.
Got it, but that makes no sense. Mellanox technology is entirely about Ethernet and InfiniBand, and both classes of products are available literally through retail channels and connect to servers via PCIe. The Mellanox (now Nvidia Networking) business unit doesn't license any of their technology, to my knowledge, outside of the RAND requirements for inclusion of their patented IP in the IB and Ethernet specs. The Chinese claims seem like BS to me.
MKWVentures
Moderator
Lets hope not. I had a close up view of that one!
Partnering the best run tech company of the last 20 years (IMHO) with Intel in any capacity is a win.