NVIDIA's Monopolistic Takeover
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Date: 2025-09-28
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Comments and reviews: 20
I0NE007
My prediction for this collaboration: It's to have a series/sku of Intel CPUs with Integrated nVidia Graphics on the chip/die. I do not believe it will have the full feature set of nVidia selling points (NVENC, maybe, but relying on intel/amd upscaling, frame gen, and ray tracing. It will probably getting drivers outside the nvidia driver app. IntelIntel will still be available, but at a lower cost and graphical performance, along with intelno_gpu.
Nvidia will keep making Dedicated Graphics Cards (to little surprise). Intel gets the recognition of nvidia graphics inside and Nvidia gets a cut of sales for people that otherwise wouldn't buy/afford a 'real Nvidia card,' but instill further security of a future upgrade.
Nvidia might also find a way to leverage the Intel office-fleet of PCs: nvidia powered workers by day, distributed AI processing nodes by night, like a LAN-based SLI (in effect, probably closer to AMD's Crossfire, but shush).
This will likely be a bigger win for Nvidia than for Intel, but it keeps the name in where the money is (business supply and servers) and they may even make a super scale server where a PCIE slot is CPU GPU Both Yes - one slot, everything you need. Will that happen likely not within many years, but at least I can dream of something computer hardware related that isn't just 'the same thing but bigger, faster, hotter, and more expensive.'
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My prediction for this collaboration: It's to have a series/sku of Intel CPUs with Integrated nVidia Graphics on the chip/die. I do not believe it will have the full feature set of nVidia selling points (NVENC, maybe, but relying on intel/amd upscaling, frame gen, and ray tracing. It will probably getting drivers outside the nvidia driver app. IntelIntel will still be available, but at a lower cost and graphical performance, along with intelno_gpu.
Nvidia will keep making Dedicated Graphics Cards (to little surprise). Intel gets the recognition of nvidia graphics inside and Nvidia gets a cut of sales for people that otherwise wouldn't buy/afford a 'real Nvidia card,' but instill further security of a future upgrade.
Nvidia might also find a way to leverage the Intel office-fleet of PCs: nvidia powered workers by day, distributed AI processing nodes by night, like a LAN-based SLI (in effect, probably closer to AMD's Crossfire, but shush).
This will likely be a bigger win for Nvidia than for Intel, but it keeps the name in where the money is (business supply and servers) and they may even make a super scale server where a PCIE slot is CPU GPU Both Yes - one slot, everything you need. Will that happen likely not within many years, but at least I can dream of something computer hardware related that isn't just 'the same thing but bigger, faster, hotter, and more expensive.'
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themobster7284
Well intel got what they deserve.... 20 years ago they did try to bury alive AMD, when Pentium IV was so bas compared to the new Athlon64... Intel did try to bury AMD alive, by giving money, discounts, free cpus, and whatever to the big OEMs, so they don't use any AMD cpu... At the same time AMD did buy out ATi, and with all that combined, and the intel dirty shenanigans, AMD did suffer great loses, and all resulted in 10-15 years of intel dominance, not cuz AMD was incompetent, but cuz their internal company struggle financial loses, they did start the Zen project in 2012 i believe, but it would take them years to develop new architecture, with minimal resources too, as both Zen and Zen were the unfinished product, 2020 and Zen II was what the original plan was for Zen, but they did go near bankrupt at the end of 2016, so there was no time....
So yeah karma is a b1tch, enjoy intel.... Next to follow with the scumbag behavior is nGreedia, cuz os GEforce partner program, cuz of being nasty company, and not play fair as well...
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Well intel got what they deserve.... 20 years ago they did try to bury alive AMD, when Pentium IV was so bas compared to the new Athlon64... Intel did try to bury AMD alive, by giving money, discounts, free cpus, and whatever to the big OEMs, so they don't use any AMD cpu... At the same time AMD did buy out ATi, and with all that combined, and the intel dirty shenanigans, AMD did suffer great loses, and all resulted in 10-15 years of intel dominance, not cuz AMD was incompetent, but cuz their internal company struggle financial loses, they did start the Zen project in 2012 i believe, but it would take them years to develop new architecture, with minimal resources too, as both Zen and Zen were the unfinished product, 2020 and Zen II was what the original plan was for Zen, but they did go near bankrupt at the end of 2016, so there was no time....
So yeah karma is a b1tch, enjoy intel.... Next to follow with the scumbag behavior is nGreedia, cuz os GEforce partner program, cuz of being nasty company, and not play fair as well...
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thejo6331
Could you do a piece on DPUs They're way outside your normal scope, but they're important hardware to understand in this context. They're kinda like a super-charged NIC that can do its own data management without contacting the host server CPU. They consist of one GPU/FPGA and one SOC. Nvidia had previously published work of their own, using an Nvidia GPU and an arm CPU. I have personally worked with a similar product for a large US tech company that was entirely Intel-based, with an FPGA and x86 soc. My guess is that this partnership is directly related to this kind of data center application.
Laptops are an easily digestible idea for consumers, but they represent a pittance of revenue compared to data center hardware. They talk about it a lot in investor calls for a reason.
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Could you do a piece on DPUs They're way outside your normal scope, but they're important hardware to understand in this context. They're kinda like a super-charged NIC that can do its own data management without contacting the host server CPU. They consist of one GPU/FPGA and one SOC. Nvidia had previously published work of their own, using an Nvidia GPU and an arm CPU. I have personally worked with a similar product for a large US tech company that was entirely Intel-based, with an FPGA and x86 soc. My guess is that this partnership is directly related to this kind of data center application.
Laptops are an easily digestible idea for consumers, but they represent a pittance of revenue compared to data center hardware. They talk about it a lot in investor calls for a reason.
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JuanDiegoPinillos
Nvidia's takeover of Intel it's nothing but a natural thing to do. The US it's on its way out as a world dominant power and everything happening within the US is just a reflection of that waning power... All the social problems you're facing now as a a nation including the erotion of consumer righs are tied to this decay AND there's also the thing of China and the global South reclaiming that top spot from the West, so we are in the middle of a change in the global order. So, in order to stay competitive, the US is doing what is supposed to do, even transforming some of its companies into megamonopolies, although it won't work, it may look like it's working for a bit but eventually the end will be the end. Good luck on this journey, you'll need it.
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Nvidia's takeover of Intel it's nothing but a natural thing to do. The US it's on its way out as a world dominant power and everything happening within the US is just a reflection of that waning power... All the social problems you're facing now as a a nation including the erotion of consumer righs are tied to this decay AND there's also the thing of China and the global South reclaiming that top spot from the West, so we are in the middle of a change in the global order. So, in order to stay competitive, the US is doing what is supposed to do, even transforming some of its companies into megamonopolies, although it won't work, it may look like it's working for a bit but eventually the end will be the end. Good luck on this journey, you'll need it.
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HiKshitij
Invidia, she's pitied by Roman deities, seen as a hideous and spiteful being. Seeking to poison all creation with the taint of hate, punishing those revelling in their own self-admiration and taking away wealth and fortune from those deemed undeserving. She's often portrayed in the color green, which is closely associated with envy. In magic folklore envy or the evil eye is the principal vice that motivates demons. It's also what drives the biting eye of witches who would cast their spells with poisonous tongues. It was a deeply held belief by the ancient Greek & Romans that envy originates from the eyes.
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Invidia, she's pitied by Roman deities, seen as a hideous and spiteful being. Seeking to poison all creation with the taint of hate, punishing those revelling in their own self-admiration and taking away wealth and fortune from those deemed undeserving. She's often portrayed in the color green, which is closely associated with envy. In magic folklore envy or the evil eye is the principal vice that motivates demons. It's also what drives the biting eye of witches who would cast their spells with poisonous tongues. It was a deeply held belief by the ancient Greek & Romans that envy originates from the eyes.
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gamersnexus
You fundamentally do NOT understand the lifeline that MSFT gave Apple. They had been selling Office for Macintosh for a decade when that lifeline (read as: investment) was made. I guess you are too young to remember it and too dumb to look it up or ask someone who was there. Microsoft made a fair amount when it later sold that stock, and given that they are the leaders in AI and Windows still is the leader, I don't think that was anything but a win-win.
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You fundamentally do NOT understand the lifeline that MSFT gave Apple. They had been selling Office for Macintosh for a decade when that lifeline (read as: investment) was made. I guess you are too young to remember it and too dumb to look it up or ask someone who was there. Microsoft made a fair amount when it later sold that stock, and given that they are the leaders in AI and Windows still is the leader, I don't think that was anything but a win-win.
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disdude8207
Dunno if you all will see this but I’ve been told about a prebuilt company that kind of sounds too good to be true, Cost Plus Gaming, and I was wondering if you’d be willing to do a review of their computers. Something I will say is their customer service is top notch, I threw a bunch of random questions just looking to get more info on the systems and they responded in less than 6 hours
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Dunno if you all will see this but I’ve been told about a prebuilt company that kind of sounds too good to be true, Cost Plus Gaming, and I was wondering if you’d be willing to do a review of their computers. Something I will say is their customer service is top notch, I threw a bunch of random questions just looking to get more info on the systems and they responded in less than 6 hours
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Celis.C
I'd love to see vendors just dismissing nviditel and sticking to AMD. AMD has consistently shown good products - now they just need to show good pricing.
AMD also has a leg up in their relation with TSMC. So long as the consumer buys AMD from now on, we might just see nviditel humbled. Though they won't care about the consumer anyway, since they're too busy swimming in data center money...
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I'd love to see vendors just dismissing nviditel and sticking to AMD. AMD has consistently shown good products - now they just need to show good pricing.
AMD also has a leg up in their relation with TSMC. So long as the consumer buys AMD from now on, we might just see nviditel humbled. Though they won't care about the consumer anyway, since they're too busy swimming in data center money...
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MiniDevilDF
what's up with nvidia now screwing over microsoft they sold microsoft billions of dollars in GPUs for AI, and then microsoft partnered with openAI/chatGPT to provide them with AI processing farms... now supposedly nvidia is working direct with openAI promising them 10x or more the processing capability over the next years, effectively pulling the rug out from under microsoft
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what's up with nvidia now screwing over microsoft they sold microsoft billions of dollars in GPUs for AI, and then microsoft partnered with openAI/chatGPT to provide them with AI processing farms... now supposedly nvidia is working direct with openAI promising them 10x or more the processing capability over the next years, effectively pulling the rug out from under microsoft
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pwalker1360
Intel reported to both Apple and Microsoft that Microsoft was directly lifting code from Apple to not make video and audio playback suck on Windows. Jobs basically told Microsoft they had two options: continue Office (and Internet Explorer at the time) or they go court where Microsoft would lose. And this is during the time where Microsoft was proven to be a monopolist.
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Intel reported to both Apple and Microsoft that Microsoft was directly lifting code from Apple to not make video and audio playback suck on Windows. Jobs basically told Microsoft they had two options: continue Office (and Internet Explorer at the time) or they go court where Microsoft would lose. And this is during the time where Microsoft was proven to be a monopolist.
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TECHVSTECHX
Thank you for bringing this all out to attention ! If you look at the Top10 tech companies now . All monopolies , all
market biased , and manipulative advertisement companies .Look around the US where do you see this wealth No where is this wealth spread . Monopolies is a sign of decline , AI ,Automation, eventual mass inequality and crash of middle class jobs.
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Thank you for bringing this all out to attention ! If you look at the Top10 tech companies now . All monopolies , all
market biased , and manipulative advertisement companies .Look around the US where do you see this wealth No where is this wealth spread . Monopolies is a sign of decline , AI ,Automation, eventual mass inequality and crash of middle class jobs.
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bladeusAU
Is this not an obvious move to stifle competition
What possible reason could NVIDIA have to want to fuse x86 with NVIDIA when they are already under way to fuse arm and NVIDIA with TSMC
Unless this is a precursor to a complete takeover
I don't see any logic to this.
Neither sounded like they had any confidence in what they were saying.
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Is this not an obvious move to stifle competition
What possible reason could NVIDIA have to want to fuse x86 with NVIDIA when they are already under way to fuse arm and NVIDIA with TSMC
Unless this is a precursor to a complete takeover
I don't see any logic to this.
Neither sounded like they had any confidence in what they were saying.
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DubsteadyMusic
I know Steve won't like this take, but nationalize these companies man. Steve you said it yourself we are seeing intercompany inbreeding, dependency, collusion at the levels of industries like oil and gas or, idk lets use another, Healthcare. Look at countries who've nationalized those services vs what we've done here in the USA.
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I know Steve won't like this take, but nationalize these companies man. Steve you said it yourself we are seeing intercompany inbreeding, dependency, collusion at the levels of industries like oil and gas or, idk lets use another, Healthcare. Look at countries who've nationalized those services vs what we've done here in the USA.
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Pholiage
Im calling it. Nvidia will still buy ARM at some point. At the rate Nvidia is growing, the gdp percentage will give them leverage and they use that to get their deal through. Maybe not today or tomorrow but it will most likely happen. Is it a coincedence that Jensen Huang and Weyland Yutani both have western and eastern names
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Im calling it. Nvidia will still buy ARM at some point. At the rate Nvidia is growing, the gdp percentage will give them leverage and they use that to get their deal through. Maybe not today or tomorrow but it will most likely happen. Is it a coincedence that Jensen Huang and Weyland Yutani both have western and eastern names
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AmaiAmai-sh3ry
I won't purchase another Nvidia product after I purchased an overpriced laptop that I was FORCED to have Nvidia's graphics on. It was impossible to find laptops with AMD graphics, and instead I went with Nvidia and it sucked ass because they put a proprietary switch that cannot be properly used in Linux. F... Nvidia.
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I won't purchase another Nvidia product after I purchased an overpriced laptop that I was FORCED to have Nvidia's graphics on. It was impossible to find laptops with AMD graphics, and instead I went with Nvidia and it sucked ass because they put a proprietary switch that cannot be properly used in Linux. F... Nvidia.
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michaelg4931
Until watching this video and then digging into the players involved, I never knew that Nvidia CEO Jensen Huang and AMD CEO Lisa Su are cousins...
Also, learning Tan Lip-Bu comes from a money shuffler background explains why Intel is lacking due to the fact that it is an innovation heavy business sector.
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Until watching this video and then digging into the players involved, I never knew that Nvidia CEO Jensen Huang and AMD CEO Lisa Su are cousins...
Also, learning Tan Lip-Bu comes from a money shuffler background explains why Intel is lacking due to the fact that it is an innovation heavy business sector.
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scotianbank
Nvidia doesn’t sell GPUs in laptops with only iGPUs!!! Oh no!!!! I’m glad they’re able to sell more GPUs now, they need it so bad! Wait, I just bought a carton of milk today, and it doesn’t come with an Nvidia GPU, someone tell Huang, fast!! He’s missing on so much possible revenue!
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Nvidia doesn’t sell GPUs in laptops with only iGPUs!!! Oh no!!!! I’m glad they’re able to sell more GPUs now, they need it so bad! Wait, I just bought a carton of milk today, and it doesn’t come with an Nvidia GPU, someone tell Huang, fast!! He’s missing on so much possible revenue!
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Bronson1952
Nvidia didn’t buy a stake in intel because trump, he even said something along the lines of It had nothing to do with trump, a collaboration had been in the talks for about a year, and why wouldn’t I have invested when I have faith in the products that we’ll be making together
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Nvidia didn’t buy a stake in intel because trump, he even said something along the lines of It had nothing to do with trump, a collaboration had been in the talks for about a year, and why wouldn’t I have invested when I have faith in the products that we’ll be making together
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Albedowo
What is this comment section, how do people not understand that nvidia helping an intel that's shit right now is in fact good for competition
Also not to mention that this could be a way for nvidia to get/work and produce x86 chips, so maybe we get to see an nvidia desktop cpu...
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What is this comment section, how do people not understand that nvidia helping an intel that's shit right now is in fact good for competition
Also not to mention that this could be a way for nvidia to get/work and produce x86 chips, so maybe we get to see an nvidia desktop cpu...
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gamersnexus
You know what's going to happen here right Oh Apple shifts to the new N1 chip, just like they shifted before. And all the heavies are just partners creating the frickin thing. Behind the scenes all this oh no, we're loosing market segment to X or Y is a literal game or plan.
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You know what's going to happen here right Oh Apple shifts to the new N1 chip, just like they shifted before. And all the heavies are just partners creating the frickin thing. Behind the scenes all this oh no, we're loosing market segment to X or Y is a literal game or plan.
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