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Nvidia Waiting In the Wings In FTC-Intel Dispute

The NY Times has a Bits Blog piece speculating on some of the fallout if the FTC prevails in its anti-competition lawsuit against Intel. The Times picks out two among the 26 remedies proposed by the regulator, and concludes that they add up to Nvidia being able to license x86 technology. This could open up 3-way competition in the market for combined CPU-graphics chips. There is a good deal of circumstantial evidence pointing to the possibility that Nvidia has been working on x86 technology since 2007, including the presence on its employment rolls of more than 70 former Transmeta workers.

15 of 143 comments (clear)

  1. Wow. by zippthorne · · Score: 4, Insightful

    Why does the remedy appear to be more harmful to AMD - an Intel competitor - than to Intel themselves?

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    1. Re:Wow. by sdnoob · · Score: 4, Insightful

      I don't know, but you're right. Any increased competition from another manufacturer will hurt AMD much more than Intel. AMD already has the bulk of the business from those willing to purchase non-Intel chips and an additional competitor will draw its customers from that group, not from Intel (who enjoys a large loyal following of customers who won't even consider anything else).

    2. Re:Wow. by hairyfeet · · Score: 4, Insightful

      Uhhhhh...come again? I was a life long Intel man, going back to the 486, but after building a couple of AMD duals for my customers I just had to switch. Frankly the bang for the buck on the new AMDs is just crazy. I was used to Intel IGPs where you didn't even want to watch a video on the thing until after you got a discrete card put in, and went from that to actually playing games like Bioshock with decent framerates! From a fricking IGP?

      The problem is all the reviewers seem to care about is "sorry about your penis" 3DMark and Crysis benchmarks. But as someone who has been building boxes since Win3.x I can tell you the average Joe couldn't care less about that. They want it to be fast for the things they do, like videos, web surfing, etc and frankly the new AMDs have long gone past "good enough" for the vast majority of folks.

      The main problem AMD has IMHO is getting the word out. Ruiz was an idiot, and didn't advertise for squat when they had the lead, and frankly most folks don't really know WHAT chips are out there, they have just seen the Intel "bong bong bong bong" commercial. With the economy in the crapper AMD really needs to push the "bang for the buck" mantra and get the word out. Because frankly you can't beat $99 quads, and the new AMD IGPs kick the living snot out of Intel. But for what 95% of the average Joe is doing with their PC an AMD dual is "good enough" and the new quads are downright scary.

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  2. Re:Competition is a Good Thing by Anonymous Coward · · Score: 2, Insightful

    What computer were you using at the turn of the century?

    One with an x86 instruction set. Same as now.

  3. Ugg... by g0dsp33d · · Score: 2, Insightful

    I'm jaded enough to realize someone says so and so will be getting into the CPU market soon every few months. I've heard Creative and NVIDIA, probably some others I've forgotten. The thing that stands out to me is that VIA gave up. IBM gave up. Motorola gave up. Maybe the FTC can change things, but if they do it will probably break a few patent laws apart or force some fairly broad cross licensing agreements. Anything monetary is really just some fodder for the bankers to burn.

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    1. Re:Ugg... by bhtooefr · · Score: 1, Insightful

      ARM's problem is, quite simply, they don't have Windows, and to get the desktop, they either have to wait 10 years (and pay Microsoft to maintain a Windows port for that entire time) for a Windows port to take root, or displace Windows, too.

      I don't see the latter happening.

    2. Re:Ugg... by Anonymous Coward · · Score: 1, Insightful

      Remember, ARM only licenses core designs to other chipmakers... They don't actually manufacture anything at all! If you include ARM-related revenue in all the companies that actually make ARM-powered SoC:s I expect you would get a very much bigger number. Still maybe not bigger than Intel, but much more comparable.

    3. Re:Ugg... by cheesybagel · · Score: 2, Insightful

      Even if you port Windows, you still need applications. Otherwise you are better off using a Linux distro where you can recompile the apps most people use yourself.

  4. Re:Competition is a Good Thing by coaxial · · Score: 2, Insightful

    Intel x86. Serving all of us since 1978.

    There's no reason to believe that this is going to change. Motorola's 68k never went anywhere, and PowerPC is dead. IBM's Cell went nowhere. AMD? Well they make a clone, and have 15% versus 83% marketshare, and one-fifth the revenue. Cyrix? Well they went belly up and got bought by NS, then Via. We're talking scraps. less than 2% of the market here.

    Oh yeah, and AMD is teetering into bankruptcy. Primo competitive environment eh?

  5. Re:Competition is a Good Thing by A12m0v · · Score: 3, Insightful

    Since we are still stuck with Unix 40 years later and still will be 40 years from now, I can see that we could be still stuck with x86 for a long time. To the Computer Science graduate, they are flawed designs, but in the real world they work and work good enough not to merit a costly change.

    Yes there are CPU architectures, but are they significantly better to warrant a change? Even Apple after touting the merits of PowerPC succumbed to the x86 train. Even Intel tried multiple times to bring an alternative to its x86 line (iAPX, i860, i960, Itanium), but without success. RHEL abandoning Itanium is one more example. Sun offers x86 hardware in addition to its SPARC line, so does IBM and HP, and every other server vendor. There were a time when x86 was laughed at and not considered server-class. Now most servers and super computers use x86 processors.

    In the Unix-haters handbook, the refer to the original Macintosh OS as a better OS with better GUI than Unix and X, now Mac OS X is Unix, and if you jailbreak and ssh into your iPhone you'll find a familiar Unix under all the eye candy. Most servers either run Unix or Linux, so does most super computers. All assumed flaws of the Unix architecture accounted for nothing in the real world.

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  6. Not necessarily. by XanC · · Score: 2, Insightful

    If AMD and Nvidia can truly make competitive products, then having more of a non-Intel option makes that option seem much more mainstream.

  7. Why would NVIDIA do this though? by Vigile · · Score: 2, Insightful

    I posted some of my thoughts on this topic here:

    http://www.pcper.com/comments.php?nid=8143

    Why would NVIDIA want to dive into such a complex product line when the GPU is becoming more and more important in general purpose computing anyway and that is obviously where their expertise is.

  8. Re:Is x86 shit? by SpazmodeusG · · Score: 5, Insightful

    It's just an instruction set.

    The modern CPUs you call x86s use a non-x86 core with an instruction decoder bolted on to make it run the x86 instruction set. It has been that way since the Pentium Pro, the NextGen chips and the AMD K5.
    The AMD K5 in particular was pretty much identical to the Am29000 RISC processor. AMD just put a decoder on it and sold it as an x86.

    CISC type instruction sets are considered to be the most optimal for code density (better cache and memory usage). So we pretty much have the best of both worlds. The instruction set is CISC so we get the memory benefits and the code is run as RISC via an instruction decoder which makes it easier to pipeline and for parallelism.

  9. Re:Is x86 shit? by evilviper · · Score: 2, Insightful

    We've been using this instruction set for years and years now. There's gotta be something better around by now. Is it ARM? Cell?

    Actually, it's just the opposite. There WERE plenty of better architectures in the early days of x86. Today, x86 is just simply THE chip. The one that's left, competing for the high-end, pushing economies of scale, being all things to all people, and most importantly, with a healthy ecosystem of competitors continually trying to one-up each other.

    Everything but the kitchen sink gets thrown into x86, to try to increase performance on various tasks. If there was a better chip out there, it would get integrated into x86 in no time. FPUs come to mind. x86-64 and SIMD instructions come to mind. GPUs seem to be the next big deal, with AMD looking to have an x86-64 CPU in one socket and a GPU in the other...

    In short, if anything better comes along, it will quickly get integrated to Intel/AMD/VIA CPUs, and then there once again won't be anything "better"...

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  10. Re:Is x86 shit? by the_humeister · · Score: 2, Insightful

    Intel didn't help themselves by making IA64 expensive to license and program for.