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.
Why does the remedy appear to be more harmful to AMD - an Intel competitor - than to Intel themselves?
Can you be Even More Awesome?!
In the long run getting multiple competitors in the CPU space is good. The problem is trust busting worked when the competitors were slow moving oil companies or railroads, by the time this gets through the court system the market will be significantly different. What computer were you using at the turn of the century?
Intel effectively defrauded AMD of many billions of dollars in revenue. Intel should be forced to return those ill-gotten-gains to AMD and THEN be fined.
In the near future if AMD goes bankrupt (possible given their current uncertain situation) and Intel's unlawful actions could reasonably be considered to have led to the demise of their main competitor (AMD), Intel shouldn't be allowed to live with the benefits of their wrong-doing, namely a monopoly, and instead be forced to establish an equivalent competitor. The FTC may indeed be acting along these lines as Nvidia could possibly be a capable CPU producer.
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.
lol: You see no door there!
If AMD and Nvidia can truly make competitive products, then having more of a non-Intel option makes that option seem much more mainstream.
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?
Are Microsoft and Windows the only reasons we haven't moved on? How hard would it be for them to target a different architecture? Linux seems to manage fine in this regard. Rewrite a bit of assembly and choose a different c compiler. Shouldn't be too hard right?
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.
I suppose the NYT could be right, in the sense that they see NVIDIA getting an x86 license out of this in the same way that conspiracy theorists see that the Apollo 11 landings were filmed on a soundstage.
There's nothing about remedy 17 or remedy 18 that would lead to NVIDIA getting an x86 license directly from Intel. In short:
17: Intel has to license its chipset buses to other companies (e.g. NVIDIA) so that they can make chipsets for Intel's newest CPUs. NVIDIA only has an AGTL+ license for older Core 2 CPUs, they don't have one for DMI (low-end and mid-range Core i3/i5/i7) or QPI (high-end Core i7).
18: Intel can't get in the way of AMD's efforts to spin off their fabs in to Global Foundries. Up until AMD and Intel inked their own settlement, Intel intended to enforce provisions of AMD's x86 license that required them to do the vast majority of production in-house, which wasn't going to be possible if they spun-off their fabs.
The only way NVIDIA could end up with an x86 license out of this is that remedy 18 would allow VIA to transfer their x86 license, and in reality Intel has never fully acknowledged them having one. VIA only gets away with it because they have a couple of patents that are critical to Itanium, and those patents should be expiring soon.
So I don't know why the NYT is claiming that NVIDIA is going to get an x86 license out of this. This seems to be wild dreaming, or an attempt to generate traffic with ridiculous claims.