A report surfaced online last week that may not be entirely surprising given how wealthy Nvidia has become, but the potential consequences would be shocking. According to SemiAccurate, run by longtime IT journalist Charlie Demerjian, Nvidia is preparing to acquire a major PC vendor—or at least a “PC‑oriented company.” Such an acquisition could turn Nvidia into a vertically integrated market hegemon similar to Apple. Read more “A deal that could change everything: Nvidia to acquire a PC maker”
Intel needs to secure large (and numerous) external customers for its chip fabs to be able to keep them running. So far, Intel Foundry has been generating multibillion-dollar losses every quarter—but now it may have glimpsed light at the end of the tunnel. Companies are currently looking to diversify away from their dependence on TSMC, and partly thanks to this, Intel has apparently managed to land a very important customer: Nvidia. Read more “Intel reportedly landed a deal for fabbing Nvidia’s Feynman GPU”
In recent weeks, we’ve seen SoftBank, Nvidia, and the U.S. government pour money into Intel in exchange for a significant stake in the chip industry’s former hegemon. Now a similar scenario is playing out with AMD, albeit in a stranger form. The company has announced a contract with OpenAI that, on one hand, has AMD securing a larger slice of the AI market, but on the other, hands a substantial piece of AMD over to OpenAI. Read more “AMD got massive GPU order from OpenAI. Had to pay for it dearly”
Last week brought a sensational piece of news. Ever since AMD acquired GPU maker ATi almost twenty years ago, people have speculated whether Intel and Nvidia might one day strike a similar alliance. It seems that time has finally come, though only now that Intel is in trouble and has to push its pride aside. The two companies announced not a merger, but a far-reaching partnership. It will be interesting to watch where this leads. Read more “Nvidia and Intel team up: x86 CPUs with built-in GeForce GPUs”
Last Friday, Intel released its Q2 financial results, reporting another $3 billion loss (though in reality, the situation isn’t as dire as the figure suggests). Alongside these results, Intel announced various measures its new CEO is taking to rescue the company from its current crisis—or at least improve its finances somewhat. The implications are far-reaching. Beyond drastic layoffs, it also means the death of European investments. Read more “Intel kills EU fabs, chip manufacturing exit after 1.4nm node?”
In recent years, much attention has been on whether Intel can close the gap in cutting-edge chip technologies and become a true rival to TSMC. Samsung on the other hand already competes, the company is also facing mounting challenges, however. But a new challenger may be emerging for the Taiwanese king of silicon lithography: according to reports, GlobalFoundries and UMC may be exploring a merger to create a stronger competitor. Read more “GlobalFoundries & UMC Eye Merger in Chip Industry Shake-Up”
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