I’m all in calls for Monday, it’s gonna be green right ?
C40E on
After printing intel puts I’m never even looking at the ticker again
Nektagil on
Cause’ Intel is a shit company.
AdventurousCowMooo on
There’s a very small chance for Intel to fail as much as people think it will. It’s one of those companies that’s basically fail-proof or too big to fail. I would say there’s gonna be some red days but recovery later.
HazardousHD on
Because no one would let that happen.
Look at the ARM deal…
Mummos666 on
Not very good synergies between them.
EverySir on
Because Grandma won’t allow it.
palindromesko on
You want a monopoly or something?
abyssal_banana on
Why don’t YOU buy Intel?
Green_Channel_4328 on
Buffet to buy intel 🤔
Viktri1 on
Intel is trash. There’s a reason why nvidia wanted to buy ARM. They knew it is better.
Conscious_Heart_1714 on
Just forget Intel exists
larrylegend1990 on
What does Nvidia gain from this? Intel doesn’t do anything better than their competitors.
Illustrious_Hotel527 on
Nvidia would have to deal with antitrust investigations from the US and EU. They’d also have to absorb the $50B in debt Intel has. Not worth the headache and likely wouldn’t be approved anyway.
cbusoh66 on
I think eventually the U.S. government will force Intel to be broken up and sold in pieces to more competent semiconductor companies. They did this to banks in the 2008 crisis, and this is now becoming a national security issue.
Right now, everyone is waiting to 2026/2027 to see if their new nodes and foundries will actually work, but I have no confidence that they can pull it off even with their “Engineer CEO” at the helm; the culture is toxic, no innovation, tough recruiting top engineering talent, and it’s just too bloated for anyone to absorb them whole.
The faster the U.S. government moves to break them up, the better the outcome. AMD, Nvidia, Qualcomm, Applied Materials, Texas Instruments, etc etc would pick up the best performing segments and let the rest of Intel die the death it truly deserves, it’s been a blemish on the entire U.S. semiconductor industry.
NeVeSpl on
NVIDIA according to the last report has around 32B in cash, to buyout Intel there is around 200B needed.
CartmanAndCartman on
Nobody buys grandma
Important_Loquat_157 on
Because buying intel would be like buying spirit airlines.
Hermy00 on
Will be denied cause of antitrust
gnarby_thrash on
Nvidia is going to be mid as fuck once F500 builds their data centers and isn’t bulk buying chips anymore. They don’t have a real long term plan and buying intel would mean forcing them to make a long term plan.
thalamisa on
SMIC probably will buy intel if it’s allowed
ThisKarmaLimitSucks on
NVidia has got a good thing going with TSMC. They have the best fab on Earth on speed dial and they can just order what they need to. No spending $20B to build the fab, no maintaining the fab, no billions spent on process R&D… just pay what you need to, when you need to do it.
It’s also less risky than tethering yourself to an internal fab. Right now, if TSMC starts sucking, they could just switch to Samsung. If your internal fab starts sucking, like Intel, then you’re just shackled to a corpse.
The only way the vertically integrated design + fab business model works, is if you design both leading-edge products and maintain a leading-edge fab (OG Intel strategy). Then you can earn top dollar to pay for both, and can take advantage of the efficiencies of having a custom in-house fab that you’re always first in line for.
But on the whole, fabless is just a less risky endeavor, and it’s why the industry has pivoted that way.
I won’t even get into the anti-trust implications of selling off Intel’s fabs and patent library. It’s a major extra tangle towards finding a buyer.
I think an Intel default is looking pretty certain at this point, so those fabs will be up for liquidation pretty soon. The path of least resistance would be for Uncle Sam to take some money printer injections and buy them out, GM style, and just keep the status quo going. Otherwise, I think the only option is for the govt is cut up Intel into several antitrust-friendly sized chunks and sell them to different semi competitors, with Intel’s creditors taking the proceeds.
bushwickhero on
They just might but why buy it now when it will get cheaper later.
OptimisticRecursion on
Because they make shitty CPUs. What intel is doing is criminal. Some defects in their chips can never be fixed, and those CPUs are in people’s computers and exposing vulnerabilities that allow criminals to steal people’s money.
strthrowreg on
At this point, Nadella is probably considering buying intel. Dude has a knack for making strategic investments.
Orangevol1321 on
Intel is years behind NVDA and useless to them.
OB1KENOB on
Jensen is waiting for his grandma’s inheritance so that he could afford it.
OppositeArugula3527 on
Lol government isn’t gonna let that happen
Ribbythinks on
Intel’s edge was owning x86 and now with more and more hardware being ARM based, it’s only downhill.
Investing in intel would be like buying stocks for coal mines because you saw a train use coal in a movie and you read a McKinsey article on the rise of public transit.
If NVDA bought INTC, they would have to fire every single person in that company to rid it of the legendary level of stupidity embedded in the culture of that company, like a vile weed.
31 Comments
I’m all in calls for Monday, it’s gonna be green right ?
After printing intel puts I’m never even looking at the ticker again
Cause’ Intel is a shit company.
There’s a very small chance for Intel to fail as much as people think it will. It’s one of those companies that’s basically fail-proof or too big to fail. I would say there’s gonna be some red days but recovery later.
Because no one would let that happen.
Look at the ARM deal…
Not very good synergies between them.
Because Grandma won’t allow it.
You want a monopoly or something?
Why don’t YOU buy Intel?
Buffet to buy intel 🤔
Intel is trash. There’s a reason why nvidia wanted to buy ARM. They knew it is better.
Just forget Intel exists
What does Nvidia gain from this? Intel doesn’t do anything better than their competitors.
Nvidia would have to deal with antitrust investigations from the US and EU. They’d also have to absorb the $50B in debt Intel has. Not worth the headache and likely wouldn’t be approved anyway.
I think eventually the U.S. government will force Intel to be broken up and sold in pieces to more competent semiconductor companies. They did this to banks in the 2008 crisis, and this is now becoming a national security issue.
Right now, everyone is waiting to 2026/2027 to see if their new nodes and foundries will actually work, but I have no confidence that they can pull it off even with their “Engineer CEO” at the helm; the culture is toxic, no innovation, tough recruiting top engineering talent, and it’s just too bloated for anyone to absorb them whole.
The faster the U.S. government moves to break them up, the better the outcome. AMD, Nvidia, Qualcomm, Applied Materials, Texas Instruments, etc etc would pick up the best performing segments and let the rest of Intel die the death it truly deserves, it’s been a blemish on the entire U.S. semiconductor industry.
NVIDIA according to the last report has around 32B in cash, to buyout Intel there is around 200B needed.
Nobody buys grandma
Because buying intel would be like buying spirit airlines.
Will be denied cause of antitrust
Nvidia is going to be mid as fuck once F500 builds their data centers and isn’t bulk buying chips anymore. They don’t have a real long term plan and buying intel would mean forcing them to make a long term plan.
SMIC probably will buy intel if it’s allowed
NVidia has got a good thing going with TSMC. They have the best fab on Earth on speed dial and they can just order what they need to. No spending $20B to build the fab, no maintaining the fab, no billions spent on process R&D… just pay what you need to, when you need to do it.
It’s also less risky than tethering yourself to an internal fab. Right now, if TSMC starts sucking, they could just switch to Samsung. If your internal fab starts sucking, like Intel, then you’re just shackled to a corpse.
The only way the vertically integrated design + fab business model works, is if you design both leading-edge products and maintain a leading-edge fab (OG Intel strategy). Then you can earn top dollar to pay for both, and can take advantage of the efficiencies of having a custom in-house fab that you’re always first in line for.
But on the whole, fabless is just a less risky endeavor, and it’s why the industry has pivoted that way.
I won’t even get into the anti-trust implications of selling off Intel’s fabs and patent library. It’s a major extra tangle towards finding a buyer.
I think an Intel default is looking pretty certain at this point, so those fabs will be up for liquidation pretty soon. The path of least resistance would be for Uncle Sam to take some money printer injections and buy them out, GM style, and just keep the status quo going. Otherwise, I think the only option is for the govt is cut up Intel into several antitrust-friendly sized chunks and sell them to different semi competitors, with Intel’s creditors taking the proceeds.
They just might but why buy it now when it will get cheaper later.
Because they make shitty CPUs. What intel is doing is criminal. Some defects in their chips can never be fixed, and those CPUs are in people’s computers and exposing vulnerabilities that allow criminals to steal people’s money.
At this point, Nadella is probably considering buying intel. Dude has a knack for making strategic investments.
Intel is years behind NVDA and useless to them.
Jensen is waiting for his grandma’s inheritance so that he could afford it.
Lol government isn’t gonna let that happen
Intel’s edge was owning x86 and now with more and more hardware being ARM based, it’s only downhill.
Investing in intel would be like buying stocks for coal mines because you saw a train use coal in a movie and you read a McKinsey article on the rise of public transit.
https://preview.redd.it/rmrxfkxhhhgd1.jpeg?width=3696&format=pjpg&auto=webp&s=cf6fa6c958b91e8998eaedbb0a90be94d34a7090
If NVDA bought INTC, they would have to fire every single person in that company to rid it of the legendary level of stupidity embedded in the culture of that company, like a vile weed.