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Nvidia is also investing $5 billion into Intel

What just happened? Intel has received another massive investment from an unlikely source: Nvidia. Team Green is purchasing $5 billion in Intel common stock at $23.28 per share, part of a collaboration that will see the two companies jointly develop x86 system-on-chips – called Intel x86 RTX SoCs – that integrate Intel CPUs and Nvidia RTX GPU chiplets for a wide range of PCs. Intel will also be building custom x86 data center CPUs for Nvidia to integrate into its AI infrastructure platforms. […]

  • Alphane Moon@lemmy.worldMEnglish
    2·
    14 hours ago

    This is a major development.

    I did not expect Nvidia to de facto give up on their Windows-on-Arm efforts. I guess they are smart enough to recognize that WoA is a joke (especially when WoA devices are priced higher than average) outside using WoA as a browser/office/media player device.

    This honestly sounds like it was driven by pressure from the US administration.

    That being said, we might see some interesting developments from this collaboration.

    • Bitswap@lemmy.worldEnglish
      2·
      6 hours ago

      The article mentions nothing about nvidia giving up on WoA and I highly doubt they have. This seems like a great choice to give people what they want in the short term while they work on bringing WoA to reality in the long term.

      x86 dominates consumer desktop/gaming space now…but i believe long term x86 is dead. The future is arm.

      • Alphane Moon@lemmy.worldMEnglish
        1·
        3 hours ago

        But they are hedging their bets (or perhaps being pressured by the US administration to partner with Intel).

        I will strongly disagree with ARM being the future and x86 being dead in the long term (we’ve heard this for over a decade).

        Beyond gaming and peripheral drivers (even though this is massive issue), there are multiple other problems with WoA that tend to be ignored:

        1. Global Line of Business apps that don’t have WinARM versions and either have known issues with emulation or don’t offer support for WoA x86 emulation even if you have a license. Examples include Adobe Reader and the desktop version of Tableau. I am not going to bother wasting time with WoA specific issues with desktop Tableau with no official support for a paid license.
        2. Regional Line of Business apps only certified for x86. Beyond the english-speaking, “western” world there are tons of local LoB apps (think accounting, ERP, tax management systems) that are only available for Win64.
        3. Cost - In countries where people actively use the second hand market and use for laptops/desktops for as much as ~10 years, WoA is not viable. WoA devices are priced noticeably higher, tend to not have official support in business type support contracts, have much higher repair costs for consumers, lower resale values.

        Don’t get me wrong, I’ve been using ARM for 7 years in my Raspberry Pi DIY home server, but the above-mentioned issues are real. With ARM competing directly with its license clients, it’s more likey RISC-V is the more viable long-term option.