Re:Nvidia is now worth more than Intel
by tengbretson on Thursday July 09, 2020 @01:00PM
(#23782281)
I keep waiting for Intel's FPGA investments to bear fruit, but so far it seems like it ain't happening.
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I am not surprised and pretty much expected. I would love to be wrong and corrected but there is absolutely nothing that suggest Intel's FPGA ( Altera ) are doing any better than before they were acquired, and no signs to suggest future growth either. If anything they are actually doing worst all while Xilinx is storming past them.
As a matter of fact I have yet to see a single Intel Acquisition in its history that has created synergy or additional value.
I am on Xilinx camp, but I am worried what happens with the Altera’s remains. People aren’t crazy about FPGAs paired with Xeon.