The Nvidia Investment in Intel
Nvidia shocked the industry by buying a 4% stake in Intel. On paper, it looks like a simple hedge — Nvidia securing fab options while Intel fights to stay relevant. But dig deeper, and the picture gets stranger.
• Intel is struggling to ramp its 20A/18A nodes and needs customers to justify massive fab spending.
• Nvidia is already building CPUs, putting it right on Intel’s turf.
• AMD risks being stranded as x86 faces new pressure from ARM.
• AI demand looks unstoppable, but cracks are appearing as clouds pivot from “expansion” to “optimization.”
• And the power paradox looms: Blackwell racks are pulling megawatts, while governments green-light datacenters but ignore the need for new power plants.
Is Intel becoming Nvidia’s foundry? Or is this the last gasp of two rivals forced into an uneasy alliance? Let’s break it down.
Content
00:00 - Intro
00:11 - Details
00:35 - Intel Backstory
03:47 - NVIDIA
07:22 - Why Would Nvidia invest in Intel?
10:50 - Fab Problem
13:56 - What does this mean for Linux?
14:55 - Closing thoughts
• Intel is struggling to ramp its 20A/18A nodes and needs customers to justify massive fab spending.
• Nvidia is already building CPUs, putting it right on Intel’s turf.
• AMD risks being stranded as x86 faces new pressure from ARM.
• AI demand looks unstoppable, but cracks are appearing as clouds pivot from “expansion” to “optimization.”
• And the power paradox looms: Blackwell racks are pulling megawatts, while governments green-light datacenters but ignore the need for new power plants.
Is Intel becoming Nvidia’s foundry? Or is this the last gasp of two rivals forced into an uneasy alliance? Let’s break it down.
Content
00:00 - Intro
00:11 - Details
00:35 - Intel Backstory
03:47 - NVIDIA
07:22 - Why Would Nvidia invest in Intel?
10:50 - Fab Problem
13:56 - What does this mean for Linux?
14:55 - Closing thoughts
DJ Ware
I would like to use this channel to give back to the community what I have learned from others. I cover a wide range of topics on computing technology from Home Server setup on a budget, Linux for general use (workstation, server and development), High P...