Vijesti i novosti o Intel procesorima i čipsetima - Stranica 211

Odinarius · 20.09.2025., 16:14

Mislim da udruživanje dva najzločestija monopolista ne donosi baš ništa za nas gamere... Suradnja je u području datacentera, tu Intel nema ništa za ponuditi i Nvidia ih nadopunjuje. Ovi GPU u laptopima, nisu neki pomak, a teško da će nadmašiti što AMD nudi (Strix Halo). Oni imaju kompletan lineup danas koji Intel i Nvidia moraju tek stići s desetljećem zaostatka. Ako im se dogodi loša generacija ili ne profunkcionira iz prve, a oboje nisu imuni na to iako je Nvidia puno manji rizik, to je +2 godine.

Nvidiino kupovanje Intelovih dionica znači samo da ih kontroliraju i da od tri velike firme dobivamo dvije... A to nikako nije dobro za nas korisnike. Međutim, zbog Intelovog bahaćenja, jedini mogući ishod. Jedino je pitanje bilo tko će ih prvi razgrabiti, Apple ili Nvidia, samo što Nvidia ima CEO-a koji je daleko agresivniji i ambciozniji, pa će on prvi zagristi tu trulu jabuku.

The Exiled · 20.09.2025., 16:29

U pravu si za sve i makar je ona moja prijašnja izjava poprilično sarkastična ...

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Autor The Exiled

Intelu ova suradnja treba više nego nVidiji, pa svakak nije loše da Jensen s nikad jačim monopolom sudjeluje u spašavanju ovog Intelovog, tako da nam kasnije svima bude bolje, jer bez konkurencije nema napretka.

... nVidia bude ovo itekak iskoristila za sebe, pa ako usput nešto od toga kapne u korist Intela i potencijalno krajnjih korisnika - super, ali to im primarno nije prevelika briga. Uz državu, BlackRock i Vanguard, nVidia je s ovih 5 milijardi (kaj je za njih čisti sitniš, a Intelu treba više, nego ikad) kupila poveći utjecaj, mada se sve uključene strane kunu da Intel i nVidia dalje nastavljaju samostalno sa svojom paletom proizvoda, dok je ova suradnja samo nadopuna već postojećih ponuda. Iskreno, u slučaju da se u međuvremenu ne posvađaju i kasnije godinama razvuku po sudovima, nVidia će fino pripremiti teren za slučaj u kojem se za Intel postavlja pitanje kakva točno korist od njih pored superiorne nVidije, dok se i dalje nastavljaju plasirati narudžbe kod TSMC-a mimo Intelovih fabrika.

Disco · 21.09.2025., 07:49

A vidjet ćemo, ali IMHO je ovo gadna kombinacija za krajnje korisnike, jedva čekam neku foru tipa nV grafe su brže na intelu zbog xyz fićra kojeg AMD neće nikad imati i/ili slične govnarije. Ne zaboravimo da je intelu prvom palo na pamet da prodaje CPU-e kojima otključava funkcije nakon nadoplate. Jedva čekam da to Jensen sprovede u djelo pošto je stvarno sposoban napraviti svašta, ne bez posljedica, nego i biti nagrađen od strane kunzumenata za svaki svoj potez.

Ima vremena, ali te 3+ godine će proletjeti.
AMD sada ima apsolutnu dominaciju sa tim malim APUima, ali vidimo do čega je to dovelo, da bilo što sa HX 370 košta 1200€...i poplava oih gaming handhelda sa nenormalnim cijenama. Doduše nije ni claw sa intelom bio jeftin, ali HX je ipak IMHO pretjer sa cijenom.

The Exiled · 21.09.2025., 12:04

Nije dugo trebalo da se jave bivši Intel stručLJaci s napomenom kako je sad pravo vrijeme da se sve fino rasproda i privatizira, kako bi Intel postao još veći i uspješniji.

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It’s time for Intel to go private, former board members say

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Despite years of troubled performance and failed strategies, the great icon of the semiconductor industry, Intel, has two new major shareholders that can give it new hope for recovery: the United States government, with a bit less than a 10% stake, and the most important design firm in the world, nVidia, with about 5% ownership. The next step is for the government to arrange for Intel to go private. Without the pressure of delivering quarterly earnings for the stockholders of today, a private Intel could divide itself into parts that no longer make sense to be conjoined. One new company should focus on manufacturing chips for all global firms with the goal of matching or exceeding performance levels that only TSMC can provide today. The other should commit to designing chips. These are two separate objective functions, markets, and missions.

Intel’s business model of vertical integration between design and manufacturing gave Intel tremendous market power when it was the world leader in both markets. That’s the past. Trying to recreate it, as some of Intel’s recent CEOs have done, is doomed. Right now, the United States government and nVidia own a problem. By taking charge of the situation, they can create a tremendous opportunity to do good for the taxpayer. Even more importantly, the break-up of Intel will go a long way to giving the United States the semiconductor ecosystem that underpins every happy scenario for software breakthroughs that benefit the American people and the world.

Izvor: Fortune

Dr. Strange · 21.09.2025., 15:10

Ukratko: Nvidia će pojesti Intel.

The Exiled · 23.09.2025., 21:57

nVidia's Monopolistic Takeover + Yes, Intel should go private

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nVidia and OpenAI forge $100 billion alliance to deliver 10 gigawatts of nVidia hardware for AI datacenters
nVidia promises its $100 billion OpenAI deal won't impact GPU supply
nVidia's $100 billion investment in OpenAI raises big antitrust concerns

nVidia nije uspjela kupiti ARM prije koju godinu, ali bome kak je krenulo, svi ostali budu zato polako došli na red.

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Intel reportedly courting ex-flame Apple to become its next investor

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After a painful breakup and a bout of financial turmoil, Intel is looking to rekindle the relationship with its old flame Apple. The x86 giant reportedly hopes to convince Cupertino to become an investor. Apple's motivation for investing Intel aren't as obvious. Since transitioning to its homegrown M-series silicon in late 2020, Apple has gone from key Intel partner to direct competitor. Many of Intel’s recent products have not been stellar, leading it to lose market share across the server and PC markets in recent years. It’s therefore hard to see CEO Tim Cook giving up on Apple Silicon any time soon. But rather than selling CPUs to Apple, Intel may be more interested in manufacturing Apple's next homegrown chip.

The only problem is that TSMC has already filled that need – earlier this year it began manufacturing chips for Apple and nVidia at its fabs outside Phoenix, Arizona. (In case you forgot, Nvidia's $5 billion investment in Intel doesn't include chip production either.) With that said, Apple's success relies on its ability to manage supply chains. The opportunity to diversify chip manufacturing sources for the long-term may be attractive enough to justify an investment in Intel now. According to the report, Intel's talks with Apple are still in the early stages, and there is no guarantee the iGiant will help to finance Chipzilla's rehab.

Izvor: The Register

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Intel reportedly wants TSMC's help to end its reliance on ...TSMC

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Intel has reportedly sought an investment from rival chipmaker TSMC. The conversation, first reported by The Wall Street Journal, was no doubt an awkward one considering Intel's relationship with the Taiwanese foundry giant. Intel's claim to fame is that, unlike most of its competition, it designs and manufactures chips. Or at least it used to be that way. Over the past few years Intel has outsourced production of some CPUs, GPUs, and networking kit to TSMC. Chipzilla continues to make its own Xeon family of datacenter processors.

As it sent more work to TSMC, Intel also tried to create a foundry biz to compete with the Taiwanese company. That costly endeavor is yet to land a major customer, and is therefore thought to have contributed to former CEO Pat Gelsinger's abrupt "retirement" last December. Intel has developed and deployed a new manufacturing process, called 18A, that it will use to make some products it currently outsources to TSMC. The Panther Lake client chips Intel plans to deliver this year, and Clearwater Forest E-core Xeons due in 2026, will both use 18A. But Intel won't be entirely done with TSMC for a while.

We already know the company's next-gen Nova Lake processors will use both internal and external foundry services. We also know that any of the notebook SoCs developed under a co-design initiative between Intel and nVidia will have some TSMC silicon on board. But Intel isn't just trying to curb its reliance on TSMC, it's actively trying to convince other chipmakers they will be better off using its forthcoming 14A process tech instead of asking the Taiwanese company to manufacture their chips. Despite Intel’s ambition to compete more strongly with TSMC, the Taiwanese company may still have reason to invest in Chipzilla – if only to show that it tried to save a competitor rather than crush it.

On the other hand, even if Intel Foundry succeeds, TSMC will still be the largest chipmaker in the world, and regulators may be less inclined to scrutinize its operations. There's certainly precedent for an investment of this nature. You may recall back in the late '90s when Microsoft bailed out Apple to the tune of $150 million.

Izvor: The Register

21.09.2025., 07:49	#6303
Disco Prvoklasni Krkan Moj komp Datum registracije: Jan 2006 Lokacija: Rijeka Postovi: 5,284	A vidjet ćemo, ali IMHO je ovo gadna kombinacija za krajnje korisnike, jedva čekam neku foru tipa nV grafe su brže na intelu zbog xyz fićra kojeg AMD neće nikad imati i/ili slične govnarije. Ne zaboravimo da je intelu prvom palo na pamet da prodaje CPU-e kojima otključava funkcije nakon nadoplate. Jedva čekam da to Jensen sprovede u djelo pošto je stvarno sposoban napraviti svašta, ne bez posljedica, nego i biti nagrađen od strane kunzumenata za svaki svoj potez. Ima vremena, ali te 3+ godine će proletjeti. AMD sada ima apsolutnu dominaciju sa tim malim APUima, ali vidimo do čega je to dovelo, da bilo što sa HX 370 košta 1200€...i poplava oih gaming handhelda sa nenormalnim cijenama. Doduše nije ni claw sa intelom bio jeftin, ali HX je ipak IMHO pretjer sa cijenom. __________________ Slobodno me dodajte na PSN

20.09.2025., 16:14	#6301
Odinarius All-rounder Moj komp Datum registracije: Sep 2013 Lokacija: Zagreb Postovi: 1,324	Mislim da udruživanje dva najzločestija monopolista ne donosi baš ništa za nas gamere... Suradnja je u području datacentera, tu Intel nema ništa za ponuditi i Nvidia ih nadopunjuje. Ovi GPU u laptopima, nisu neki pomak, a teško da će nadmašiti što AMD nudi (Strix Halo). Oni imaju kompletan lineup danas koji Intel i Nvidia moraju tek stići s desetljećem zaostatka. Ako im se dogodi loša generacija ili ne profunkcionira iz prve, a oboje nisu imuni na to iako je Nvidia puno manji rizik, to je +2 godine. Nvidiino kupovanje Intelovih dionica znači samo da ih kontroliraju i da od tri velike firme dobivamo dvije... A to nikako nije dobro za nas korisnike. Međutim, zbog Intelovog bahaćenja, jedini mogući ishod. Jedino je pitanje bilo tko će ih prvi razgrabiti, Apple ili Nvidia, samo što Nvidia ima CEO-a koji je daleko agresivniji i ambciozniji, pa će on prvi zagristi tu trulu jabuku.

21.09.2025., 15:10	#6305
Dr. Strange Registered User Datum registracije: Aug 2020 Lokacija: Hrvatska Postovi: 895	Ukratko: Nvidia će pojesti Intel.