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A comment on Nvidia buys $5B in Intel stock in seismic deal. Parent comment

Re:Nvidia buys $5B in Intel stock in seismic deal by tw04 on Thursday September 18, 2025 @08:16PM (#45296568)
> Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side.

Someone should tell nvidia that. They sure seem to think they have a datacenter CPU.

https://www.nvidia.com/en-us/data-center/grace-cpu-superchip...

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Re:Nvidia buys $5B in Intel stock in seismic deal by kimixa on Thursday September 18, 2025 @09:00PM (#45296807)
I wonder if this signal a lack of confidence in their CPU offerings going forward?

But there's always TSMC being a pretty hard bottleneck - maybe they just can't get enough (and can't charge close to their GPU offerings per wafer), and pairing with Intel themselves is preferable to just using Intel's Foundry services?

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Re:Nvidia buys $5B in Intel stock in seismic deal by gpm on Thursday September 18, 2025 @09:34PM (#45297019)
> Someone should tell nvidia that

To be fair from what I hear someone really should tell at least half of nvidia that.

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Re:Nvidia buys $5B in Intel stock in seismic deal by high_na_euv on Friday September 19, 2025 @08:36AM (#45300963)
Jensen was literally talking about the need for x86 CPU on yesterdays webcast
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