35
Imagine wasting billions of dollars on stock buy backs for a decade...
Then having to be bailed out by US Treasury and your competitor
Does this mean Intel is shutting down Arc?
That’s disappointing.
Man I sure hope not. The fact that it doesn't say they are alongside this announcement does make me feel a little better about it given how generally happy they've been to announce all their cost-saving measures lately.
It would be very bad news; it's possible they want to delay it.
This puts them in a very odd position though. It's not an experiment like Kaby Lake G, it sounds like a whole graphics partnership that would be in direct competition with Arc (and its integration with Intel CPUs).
This is a major development.
I did not expect Nvidia to de facto give up on their Windows-on-Arm efforts. I guess they are smart enough to recognize that WoA is a joke (especially when WoA devices are priced higher than average) outside using WoA as a browser/office/media player device.
This honestly sounds like it was driven by pressure from the US administration.
That being said, we might see some interesting developments from this collaboration.
The article mentions nothing about nvidia giving up on WoA and I highly doubt they have. This seems like a great choice to give people what they want in the short term while they work on bringing WoA to reality in the long term.
x86 dominates consumer desktop/gaming space now...but i believe long term x86 is dead. The future is arm.
But they are hedging their bets (or perhaps being pressured by the US administration to partner with Intel).
I will strongly disagree with ARM being the future and x86 being dead in the long term (we've heard this for over a decade).
Beyond gaming and peripheral drivers (even though this is massive issue), there are multiple other problems with WoA that tend to be ignored:
- Global Line of Business apps that don't have WinARM versions and either have known issues with emulation or don't offer support for WoA x86 emulation even if you have a license. Examples include Adobe Reader and the desktop version of Tableau. I am not going to bother wasting time with WoA specific issues with desktop Tableau with no official support for a paid license.
- Regional Line of Business apps only certified for x86. Beyond the english-speaking, "western" world there are tons of local LoB apps (think accounting, ERP, tax management systems) that are only available for Win64.
- Cost - In countries where people actively use the second hand market and use for laptops/desktops for as much as ~10 years, WoA is not viable. WoA devices are priced noticeably higher, tend to not have official support in business type support contracts, have much higher repair costs for consumers, lower resale values.
Don't get me wrong, I've been using ARM for 7 years in my Raspberry Pi DIY home server, but the above-mentioned issues are real. With ARM competing directly with its license clients, it's more likey RISC-V is the more viable long-term option.
*RISC-V
What kind of shady anti competitor deal did NVidia get out of this is what I'm wondering.
Well the B50 is the best selling workstation card at the moment, so Intel is probably going to drop that so nvidia can maintain market share
Intel is on fire sale right now and NVIDIA was able to buy in for essentially their 2 week pay cheque.
Nvidia probably figures Intel is an unsinkable investment because the U.S. government won't let it now that they bought in. Since China just told their tech industry not to use certain Nvidia chips, I imagine hedging a small bet on the U.S. instead of globally is in their best interest.
Also yeah, Intel stock was double what it is now, 4 years ago...
This was absolutely not on my bingo card
This was absolutely not on my bingo card
this post was submitted on 18 Sep 2025
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