Thursday, February 14th 2008

Analyst Believes NVIDIA May Acquire AMD Despite Possible Loss of x86 Licensing

by
Polaris573
 Discuss (82 Comments)
American Technology Research analyst Doug Friedman believes NVIDIA could acquire Advanced Micro Devices (AMD) despite AMD's x86 license from Intel being non-transferable. Friedman believes that AMD and Intel's long term roadmaps are a threat to NVIDIA and cites mounting pressure from AMD's stock holders as a reason for its vulnerability to a buyout from NVIDIA. AMD's recent troubles with its quad core processors and ATI's recent weakness in the high end graphics market have only exacerbated this pressure. Friedman sees AMD and Intel's plans for integration of CPUs and GPUs as a threat to NVIDIA and believes NVIDIA anticipates this future competition as well. Combining this information with rumors that Intel is attempting to develop discrete graphics adapters of their own leaves NVIDIA in a possibly weakened position. However, AMD's extensive cross-licensing of x86 and other technologies with Intel would not be NVIDIA's only obstacle. They would also face possible anti-trust investigation from United States and European Union law enforcement agencies.
Source: X-bit Labs

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82 Comments on Analyst Believes NVIDIA May Acquire AMD Despite Possible Loss of x86 Licensing

#51
Triprift
Umm so if amd was taken over by Nvidea a load of yous would stop gaming and maybe computing all together. A little bit mella dramatic dont ya think crumbs if nvidea or intel went under id use whatever the other one was cus i love puting and gaming but its up to yous.
Posted on Reply
#52
ChillyMyst
even without bios patching i havent seen a windows user who could cause the system to error no matter how hard they tryed by loading down all 4 cores.

and under linux, well u just compile the kernal to patch out the bugg, thats why they are still selling like mad to server builders :)
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#53
tkpenalty
Err, its just an analysis saying this stuff. This will not happen...
Posted on Reply
#55
Polaris573
Senior Moderator
ATI=Array Technologies Incorporated
Posted on Reply
#57
Dangle
imperialreignif nVidia did pull this off - it would seem to me to be a panic reaction to what appears to be staedily growing (once again) competition.

ATI is owned by AMD, but it's still operated independantly - which means that nVidia might cut ATI free if they decide to acquire AMD . . .

which would potentially spell doom for ATI.

TBH, I'm completely against this potential merger - nVidia has become near as powerful as Intel, and if it were left to nVidia and Intel with no other competition, you can expect hardware prices to skyrocket.
NVidia has been talking about making CPUs. This would give intel a run for it's money. In the future, I don't think there will be a need for separate CPUs and GPUs. If this is the case, then NV will need to start developing CPUs, and the easiest way to do that would be to acquire a CPU company.
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#58
eidairaman1
The Exiled Airman
ExceededgokuThis won't happen, it's only speculation and just think of the repurcusions. Nvidia needs competition to stay alive....
Yup otherwise Intel is their only Comp and Intel will eat NV alive in the CPU Market, Since Intel still Licenses Crossfire (Built into chipset regardless) But Despite the Quad Cores not going as good they are at least trying instead of staying immobile-AMD that is
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#59
eidairaman1
The Exiled Airman
TripriftUmm so if amd was taken over by Nvidea a load of yous would stop gaming and maybe computing all together. A little bit mella dramatic dont ya think crumbs if nvidea or intel went under id use whatever the other one was cus i love puting and gaming but its up to yous.
If that were to occur might aswell go back to running 8088s and have the 8bit nintendo as your main gaming machine. Thats what i like is freedom of choice, you can go with AMD, ATI, Nvidia or Intel, or Via for that matter.
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#61
ChillyMyst
we will still have seprate gpu's but they will be augmented by the cpu's functions thats already the way its headed, and they are planing to add a basic GPU to the cpu to replace chipset based onboard video, this would make things easyer to update :)

real gamers will alwase need a videocard :)
Posted on Reply
#62
Tatty_Two
Gone Fishing
TBH, dont really care if it happens or not.....possible or not etc etc Takeovers happen all the time and what I think aint gonna change things, some have argued that this would lead to a monopoly and that cannot happen, well yes it actually can, the key is how it happens but anyways.........if AMD and Intel get "into bed" then that could potentially be the end for NVidia so why would it be wrong for NVidia to consider the end of AMD?

But, as most sensible folk have said.................cant see it happening myself :D
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#63
btarunr
Editor & Senior Moderator
Tatty, you were right. Remember you once predicted AMD won't last for long?
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#64
R_1
nVidia is just a GPU designer company without production capabilities. Now when they have big money - maybe it is better to buy TSMC or UMC instead of AMD.
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#65
pt
not a suicide-bomber
afaik nvidia already has a x86 license since they bought uli
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#66
Tatty_Two
Gone Fishing
btarunrTatty, you were right. Remember you once predicted AMD won't last for long?
Yes but sadly I was joking.....(I think?), they will be around for a long time I am sure, hey all of us know all too well that CPU/GPU manufacturers have their up's and downs, people seem to forget that AMD dominated the CPU market more or less for 3 years up until C2D and ATi have been more or less as dominant as Nvidia over the past 5 years or so, the skeptics among us might just think this is a ploy to further destabilise the company which in fact is showing positive signs of some resurgence, at least in the GPU market....these companies dont have 1 year plans, they work in like 5 or 10 year roadmaps so whats profit today can easily be loss tomorrow........I really do take it all with a pinch of salt TBH and I do get a little tired of too much speculation at times which is the only reason I said I was not really bothered on my last post.
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#67
jydie
I have been reading a lot of great reviews on the new HD3*** series of video cards. I was hoping that AMD/ATI would get back on their feet and all this talk about a buyout would vanish.

As for Nvidia buying AMD... I really hope it does not happen. I have always had great luck with ATI cards, and would hate to see them disappear.
Posted on Reply
#68
Deusxmachina
ChillyMystthis is like when i took echonolics and we had a long talk about why resessions happen, and what it comes down to is PERCEPTION, people see it on the news and in papers that we are headed into a ression and talk about it with others then prety soon they stop spending, and because most of the world is a consumer based ecoimy, this means that without people spending their $ and consuming stuff the ecoimy stalls out.
It can be hard to keep spending if inflation is killing your money or if the goods you might buy simply aren't being made or aren't available. Perception is only one aspect. The housing market isn't in shambles right now due to perception.

I would like to remind people that my free book "Don't Buy Stuff You Cannot Afford" is available, and here is a two-minute infomercial for it:
video.google.com/videoplay?docid=-726450075131909113

On the first page is the first I heard that AMD fired the ATI guys when they bought them. I wonder if that explains why ATI drivers used to be heralded, but the 2xxx line were a mess for a long time. The 2400/2600 for video and DVD watching in particular. They'd fix one thing and break something else. I would have tossed mine in the trash if it wasn't for the 100+ page fix-it thread on one of the audio/video sites.
Posted on Reply
#69
[I.R.A]_FBi
DeusxmachinaIt can be hard to keep spending if inflation is killing your money or if the goods you might buy simply aren't being made or aren't available. Perception is only one aspect. The housing market isn't in shambles right now due to perception.

I would like to remind people that my free book "Don't Buy Stuff You Cannot Afford" is available, and here is a two-minute infomercial for it:
video.google.com/videoplay?docid=-726450075131909113

On the first page is the first I heard that AMD fired the ATI guys when they bought them. I wonder if that explains why ATI drivers used to be heralded, but the 2xxx line were a mess for a long time. The 2400/2600 for video and DVD watching in particular. They'd fix one thing and break something else. I would have tossed mine in the trash if it wasn't for the 100+ page fix-it thread on one of the audio/video sites.
care to share?
Posted on Reply
#72
Triprift
If amd are gonna get anywhere then they should abandon the barcelona stuff and werk on getting the next generation cpus out b4 intel.
Posted on Reply
#73
Cold Storm
Battosai
Random Murdereryes, someone is buying amd as we speak, but it's a company you've never heard of, and i won't be the one to tell you who it is. wait for a press release.
Yeah everyone. Just wait for it all to happen. Just know that where stil going to have AMD verses Intel for long time coming!
AMD won't fall unless it really had to... And you and I both know that AMD isn't going away... IT's nothing like the whole VHS vs betamax, or Blu-ray vs HDD, or so forth.
AMD is alive and well!
Posted on Reply
#74
Tatty_Two
Gone Fishing
Cold StormYeah everyone. Just wait for it all to happen. Just know that where stil going to have AMD verses Intel for long time coming!
AMD won't fall unless it really had to... And you and I both know that AMD isn't going away... IT's nothing like the whole VHS vs betamax, or Blu-ray vs HDD, or so forth.
AMD is alive and well!
Well they are alive.......with their huge losses though you can hardly call them "well" :D
Posted on Reply
#75
Triprift
Exactly things will turn around for them but it will be a long hard road.
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