Re:Intel Unleashed, Gelsinger on Intel, IDM 2.0
by jvalencia on Wednesday March 24, 2021 @01:35PM
(#26570412)
If the foundry business can create a competitive product that saves Nvidia/AMD manufacturing costs, they'll pay. Business allegiances change all the time when it impacts the bottom line.
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Re:Intel Unleashed, Gelsinger on Intel, IDM 2.0
by ethbr0 on Wednesday March 24, 2021 @01:44PM
(#26570553)
If the Intel foundry business creates supply, even for people who are not Nvidia/AMD/Apple, they still win via increased competition on TSMC and Samsung.
Re:Intel Unleashed, Gelsinger on Intel, IDM 2.0
by greggyb on Wednesday March 24, 2021 @02:39PM
(#26571286)
Yes. I didn't say that this wouldn't happen. I just observed that none of the three players among AMD, Nvidia, and Intel have an active interest in working together. Practicality will trump, but I suspect that given a choice among Intel and another closely-priced, competitive foundry, both AMD and Nvidia will choose the latter.