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The Exiled · 23.09.2025., 22:57

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

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Intel in early talks to add AMD as foundry customer

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Intel is in early-stage talks to add AMD as a customer at Intel’s factories, in what would be another vote of confidence in the struggling chipmaker, according to people familiar with the matter. In the past seven weeks, Intel has gained investment dollars and public support from the White House, nVidia, and SoftBank, and is in talks for backing from Apple. AMD designs chips that are currently produced mostly by Taiwan’s TSMC, and Intel currently lacks the technology to produce AMD’s most advanced, profitable chips.

It’s unclear how much of AMD’s manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment by AMD, similar to the deals cut by other companies. It is possible that no agreement will be reached. Intel for months has been speaking with prospective customers and investors about similar deals. Intel once dominated, and still has a large market share, in more prosaic chips that power laptops. But the rapid advancement and adoption of AI chips, pioneered by nVidia, has left it flat-footed.

Izvor: Semafor