Doug Friedman, an analyst with American Technology Research, said that graphics chip maker Nvidia Corp. could well acquire x86 microprocessor maker Advanced Micro Devices in order to “re-architect it”. The acquisition is considered to be useful due to the fact that roadmaps of AMD and Intel Corp. threat Nvidia. The only problem for the graphics giant is that AMD’s x86 license is a non-transferable one.
“We believe AMD [could] face mounting pressure from shareholders, to restructure the company with a focus on a change in leadership,” said the analyst. Indeed, shareholders of AMD are hardly pleased with the company’s performance in the recent quarters as well as issues with the launch of quad-core microprocessors and the release of DirectX 10 graphics processing units. Nevertheless, late last year AMD managed to secure $622 million from Mubadala Development Company, which means that there are those who believe in AMD.
“We believe AMD [could] face mounting pressure from shareholders, to restructure the company with a focus on a change in leadership,” said the analyst. Indeed, shareholders of AMD are hardly pleased with the company’s performance in the recent quarters as well as issues with the launch of quad-core microprocessors and the release of DirectX 10 graphics processing units. Nevertheless, late last year AMD managed to secure $622 million from Mubadala Development Company, which means that there are those who believe in AMD.
















Yes, I think mostly in the mainstream market, as the ATI cards can deliver a pretty good punch for a lower price than say the 8800s, although with a little framerate loss (10-15).
Yes. ATI trounced nVidia when they released their 7000 series. Ironically, NVIDIA didn't really have a competing product until their own 7000 series card.
Actually having only one platofmr isn't really much of an issue anymore. Since after DX10 MS and the graphics card makers did some standardization thing that should pretty much do away with the issues of earlier cards where all the different cards had different extra fcntionality and different platform support.
Sorry, what?! Do you mean the Radeon 7000? If so, did you have a magic one from Mars, because the Radeon 7000 I had was quite easily outperformed by a GeForce 2...
I don't think the government cares about some luxury items that a small number of geeks happily blow $500 on every 6 months. There is a "GPU" market and nVidia/ATI represent about 25% of that market together, Intel is the dominant player.
This is more like Sirius and XM merging, where the antitrust regulators agreed that the "satellite radio" market where these two companies represent 100% of the market, is really just the "radio" market, where they represent 5% of the market.
I can't wait to get a "discreet" GPU! My last one blabbed all round town about my 3D exploits. Now my wife has left me and I am unemployable. I look forward to a graphics card that can keep its trap shut!
I can't wait to get a "discreet" GPU! My last one blabbed all round town about my 3D exploits. Now my wife has left me and I am unemployable. I look forward to a graphics card that can keep its trap shut!
Comment of the day!
I can't wait to get a "discreet" GPU! My last one blabbed all round town about my 3D exploits. Now my wife has left me and I am unemployable. I look forward to a graphics card that can keep its trap shut!
You rock my ass.
Explain ?
The new owners would possibly have to apply to Intel for a license to manufacture x86 compatible processors in the future, as the existing one with AMD would have expired.
a) antitrust because of ati-amd merger.
b) x86 license is non transferable.
c) Nvidia has only had experience in the gpu market. Just because its done great in that doesn't transfer itself into cpu market.
d) Nvidia's hardware ****-ups and malfunctions in the 6000 and 8000 series with the video units would not be tolerated in the cpu market.
Remember the k8 launch was met with slow supplies and delays. what's happened with the k10 launch was the same but due to amd needing to be competitive from the start with the k10, amd's problems have become very public.
Coming back to Nvidia, ironically it is ati being more of a threat to nvidia in the next 18 to 24 months than intel will be. Intel high end graphics will not appear till 2009 and then you will have a year or more before gamers will except intel high end graphics. Remember this is like Intel's 3rd or 4th time trying to get into the graphics market (barring igp/oem markets)
c) Nvidia has only had experience in the gpu market. Just because its done great in that doesn't transfer itself into cpu market.
If you can make cpu chipsets you definitely have SOME experience in the gpu market.
Intel has had mroe and bigger f-ups than Nvidia eer did.
the x86 license they could get a new one, as was said earlier by someone, ATI and Nvidia are both small players in the GPU market as a whole, it's just the high end sub market they're big in, but if Nvidia did buy AMD, I don't see how intel would be allowed to ot license x86 to Nvidia. Since x86 is pretty THE standard for desktop computers,even with a64 instructions, I doubt Intel would be allowed tor efuse licensing since it'd block competition.
a) antitrust because of ati-amd merger.
b) x86 license is non transferable.
c) Nvidia has only had experience in the gpu market. Just because its done great in that doesn't transfer itself into cpu market.
d) Nvidia's hardware ****-ups and malfunctions in the 6000 and 8000 series with the video units would not be tolerated in the cpu market.
a) as someone above said, Intel actually is the main player.
b) doesn't mean they can't get their own if they wanted
c and d) by buying AMD they would be buying it's staff and all that comes with it. AMD could function as it does today if NVidia wanted and NVidia owning them doesn't mean their graphics card designers would be making GPU's all of a sudden. Not that they likely couldn't, I'm sure many of them have the necessary training to. Considering NVidia makes Board chipsets along with Video cards, it may be a very natural progression for them and since they would inherit the AMD taskforce, probably safer than doing a startup on their own (although there is some inherit dangers given that AMD's performance of late has been subpar)
That was a nice waste of 2 minutes.....
But if AMD is bought out, then I hope it would be by IBM instead of nVidia. That move would really have Intel shaking. With the power of IBM behind them, AMD could make huge advances in gaining marketshare.
They quit making home desktops and laptops. But look, IBM makes the processors for the 360, PS3, and Wii. Is that not for the "home" market? There's no reason why they wouldn't make processors for home PCs also.
They quit making home desktops and laptops. But look, IBM makes the processors for the 360, PS3, and Wii. Is that not for the "home" market? There's no reason why they wouldn't make processors for home PCs also.
They designed or helped design those CPU's but they aren't doign anything for the consumer, they are just selling those designed and cpu's to other companies such as MS and Nintendo. Toshiba actually manufactures and owns the Cell now, IBM was just part of the design process, and that's wasn't as involved either.
Technically true, but consider the market for discreet graphics cards.
First of all, AMD does not have the money to buy even 1/4 of nVidia's stocks, afaik.
Second, Intel and other small companies also produce GPUs.
First of all, AMD does not have the money to buy even 1/4 of nVidia's stocks, afaik.
Second, Intel and other small companies also produce GPUs.
Lol that was funny. So true.
nVidia + Intel = The way games are meant to be played
nVidia + AMD = Wasted potential
It's just simple math.
nVidia + Intel = The way games are meant to be played
nVidia + AMD = Wasted potential
It's just simple math.
Except Intel wasn't allways on top in price and performance, and they won't be forever, it's a cycle, this is Intels cycle.
Amd has been down this route several times before, broke and outperformed and every time they climb out and beat intel for the next cycle.
AMD and Nvidia would be some great potential AMD has allways been and still is the one that takes chances nad has actually been driving processor technology forward, especially lately, while intel has been following after copying AMD's stuff. combining the ingenuity and powerbehind AMD and the brains at Nvidia would not only bring us awesome GPU's but with a brand name like Nvidia behind it, they could finally make the giant intel shake.
Look at Creative, they basically bought up all their competitors and look how innovative and great they have...oh wait again. Not having any competition is bad for consumers no matter how you look at it, so I have to disagree. Nvidia buying AMD would truly suck.
AMD kicked ass back then. Now, of course, intel does, but I wouldn't want intel to team up with nvidia anyway-
nVidia + Intel = The way games are meant to be played
nVidia + AMD = Wasted potential
It's just simple math.
i would love to see AMD + Nvidia, but im very doubtful that its going to happen.
(NVidia + (ATI + AMD)) + Intel = All merger fans happy = all non merger fans unhappy
Technology performance is cyclical. The performance crown changes between the heads of the big players in the prospective markets.
That being said, thing's arent alot better on the ATI side, infact they are worse, but I feel if anyone has anything to loose it's NVidia and if they don't start getting some new cards out they are asking for Ati to pull a fast one on them. I realllly don't think ATI is so far behind that in a generation or two they can't get ahead.
Nvidia, didn't have anything worthy on the table till the 8 series. You'd be hard pressed to prove me otherwise.
Nvidia, didn't have anything worthy on the table till the 8 series. You'd be hard pressed to prove me otherwise.
Dual core graphics chips are a gimmick. There is nothing positive that doubling the number of cores does that doubling the number of in-core units will not do for graphics cards. The only accomplishment of doing that would be to increase the amount of heat being generated as a result of the redundant circuitry and to decrease amount of performance drivers squeeze out of hardware due to the new layer of complexities. Although the complexities would be less than they are with SLI, there will be increased cost for the non-parallelized version (i.e. the version most people buy), as either yields will decline from using multicore chips on single core cards or a separate single core version would need to be made which is almost as expensive as making a new chip (design resources need to be used and quality assurance testing needs to be done). You could imagine that everyone would be sold the dual core version, but then what point is there of being dual-core in the first place when the number of in-core units could simply be doubled with no additional complexities and lower power consumption?
Multicore technologies make sense for CPUs because they are not infinitely parallelizeable at the instruction level (or arguably on any level), but GPUs are infinitely parallelizeable at the pixel level, so there is no point to multicore GPUs.
As for the "speed wall," new graphics chips can be made that are twice as fast as old graphics chips by doubling the number of on chip units, but doing that also has the consequence of increasing the amount of heat the chips generate (not by a factor of two, but close to it). Typically, new process technologies help to alleviate that, but TMSC has been slow to adopt new process technologies, which has brought the graphics industry to a stand-still in terms of its ability to increase performance. Graphics chip designers can get around that by using transistors that are well suited to operation at low voltages (say to about half the current voltages) and lower clock speeds (say by about a factor of two), as in thoery that would enable them to double performance by quadrupling the number of on-core units while slightly lowering power consumption, but that would increase the die area by about 3 to 4 times, which would harm yields, affecting profits and bringing prices up. For these reasons (and the fact that a small amount of people are willing to pay for it), multicard technologies are being adopted, as they allow an increase in performance (theoretically proportional to the number of cards) without increasing the amount of heat that each card's cooling solution has to dissipate (it actually does increase the amount of heat each card generates, but given how little extra circuitry SLI needs to work, the amount is minuscule).
Both methods that graphics chip designers use to increase performance (more units and higher frequencies) require new process technologies to reduce the downsides (larger die areas and/or higher thermal output in a small area) and the only way to get get around this is to use the multicard technologies that they are already using. Until new process technologies are available to graphics chip designers, graphics cards will be at a thermal barrier (which given the power consumption of DirectX 10 graphics cards, should have been hit a long time ago) without resorting to water cooling, which for the majority of the graphics industry's customers is unacceptable. I, myself, find needing a fan to be unacceptable, as I have very sensitive hearing (which is why I have a passively cooled XFX GeForce 7950 GT), but I am in the minority of the graphics industry's customers.
Then again, this is just some analyst talking. Getting paid to make guesses and spread rumors.
Then again, this is just some analyst talking. Getting paid to make guesses and spread rumors.
Interestingly enough, 3DFX, Video Logic?, Number 9, and maybe Diamond are the only ones gone, the rest still make GPUs in some form or fashion
The only real choices of 3D cards we have right now are ATI or NVIDIA. I really hope Intel will get back into making standalone cards. I think they could really give our two stale competitors a run for the money if they really tried. I wouldn't mind seeing them buy S3 if they had to (S3 bought Number 9 so they'd have that as well). Would be great to see three big players in the 3D card market again.
Last edited by Skyfrog on 15 Feb 2008 - 17:09
Also, while AMD *has* been getting hammered in the CPU market (not just because of the Phenom/Opteron flap) they also now have a *value* DX10 GPU (though it wasn't planned as such) in the HD2600PRO/XT (which is something that Big Green *doesn't* have right now). Why isn't it *just* because of the issues with Phenom/Opteron? Even if Phenom (and Opteron's earlier Barcelona core CPUs) had gone off swimmingly, they would *still* be facing the Core2Quad juggernaut, which is more about sheer volume and price than performance (Intel's Core2Quads, especially Q6600, are still largely overkill for mainstream use, despite their mainstream pricing). More so than even Opteron/Athlon64, both XEON and Core2 are, quite literally, the same architecture in different packaging, backed by Intel's sheer production volume, with which AMD simply is unable to compete, even with IBM's help. Lastly, despite Q6600's mainstream pricing, what is their marketshare in terms of even desktop CPU sales? Why is it that E8500 is outselling Q6600 (despite there being more Q6600-ready motherboards than those ready for E8500)?
Or maybe they want to fully implement their General Purpose GPU-CPU vision.
But i don't believe this is happening, at least not a few years...
I HATE Nvidia. Almost as bad as Nero, with the bloated BS!
Translation: Of course you can install just the Display Driver with ATI, Nvidia on the other hand.....
Translation: Of course you can install just the Display Driver with ATI, Nvidia on the other hand.....
IT'S STILL BLOAT! Ya dig?
this wont and cant happen, its so friggin unheard of just to think about it
Now, I hear Intel is going to come up with their own dedicated graphics card soon. That could be really good news.
Interesting facts no one seems to have mentioned:
-ATi makes the GPUs in the Wii AND the Xbox360 (the two best selling 7th gen consoles). It isn't dying.
-AMD's profits are going down, but so did Intel's in 2007 according to an article in the newspaper a few months ago.
AMD will probably bounce back. In case you guys forgot (it was such a long time ago) AMD was on top until Intel's Core 2 Duo's came out.
Also,
Synthetic is right: IBM (worth 150bil) could top ANY offer nVidia (worth 13.4bil) throws at AMD.
It also would mean even much slower gpu updates from Nvidia, who already are milking their customers for every last dime.
AMD's chips are true quad cores i.e. 4 completely separate cores while Intels are just basically 2 dual cores shoved together with gaffer tape. Also AMD has on chip hardware virtualization (whatever that does but apparently its good for certain things). So the chip is techincally superior its just lacking quite a bit in performance so as with anything thatll be AMDs thing to work on and itll only get faster and faster (probably with future cores). So maybe nVidia wants that type of technology under its belt.
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