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A comment on Hedge fund Third Point urges Intel to explore deal options.

Re:Hedge fund Third Point urges Intel to explore deal options by phkahler on Tuesday December 29, 2020 @03:36PM (#25574595)
There are now 4 large companies that design both CPUs and GPUs. Intel, AMD, nVidia (owns ARM) and Apple.

As the RISC-V thing was getting going a few years ago I thought the commoditization of CPUs would make GPUs the next interesting IP. It seems the next thing is AI acceleration with Apple and nVidia ahead AFAICT.

Meanwhile RISC-V V is nearing completion and decent chips are starting to become available.

I dont see anything but fierce competition for Intel for the next 5 years or more.

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Re:Hedge fund Third Point urges Intel to explore deal options by GregarianChild on Tuesday December 29, 2020 @03:46PM (#25574748)
HiSilicon / Huawei is yet another player making CPUs and GPUs. Pretty big, too. Although having lost access to TSCM in 2020 is going to hit them hard.
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Re:Hedge fund Third Point urges Intel to explore deal options by loosescrews on Tuesday December 29, 2020 @03:40PM (#25574655)
Qualcomm is another major player who designs both.
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