It seems like some backroom deal where Nvidia was forced into propping up a failing US competitor.

>>4925
How is this not anti-competitive

>>4926
I think it's more likely Nvidia wants to get away from ARM for various reasons (licensing, IP issues, hyperscalers wanting x86 instead of ARM, less first-party development burden if they drop ARM, etc.). Intel has the scalability to let them do that and is probably desperate enough to cut them a better deal than whatever AMD could have (it looks like Intel was probably the one who initiated this?). Intel has also traditionally had the know-how and ability to make custom CPUs for hyperscalers like Amazon, Microsoft, and Google, whereas AMD -- for all their recent market success --hasn't. From what I remember, it wasn't really AMD who pioneered the chiplet design, for instance, it was TSMC who was concerned about yields on monolithic designs.

>>4925
>>4926
It's part of the US Government AI datacenter build out contracts. The power companies that are going to be building the nuclear plants near them were also roped in. The power companies are paying $60+ an hour to anyone that retired in the last 5-10 years to come back and help with this build out. Since those guys are the only ones that really have experience with both nuclear and natural gas steam stations. All of the new hires that recently replaced them in the last few years have no idea how to build turbines or do much beyond keeping existing aging plants running under the supervision of the few old guys that are still around.

If you look back a few weeks-months there were already several announcements that the US would be propping up Intel and there were rumors of it being nationalized. I didn't believe the nationalization rumors but them using Intel chips for the datacenter build out makes a lot of sense because of how close US Government/corps are tied to Israel. Most of the large big tech companies have HQs in Israel now and many have moved their main HQs there over the last several years (e.g. Microsoft). Also the Israel and US intelligence communities have always been one in the same.

They don't want to rely on AMD hardware either even if it's cheaper because Government contracts are more about moving big money around than getting the best deal. Plus the fabs are right next to a (claimed) unfriendly country.

Nvidia is expected because they've mostly kept all the LLM/AI stuff proprietary since modern GPUs are a black box. AMD hasn't caught up yet and even if they did manage to steal the secret sauce they don't want to risk getting sued or pissing off the above parties since NATO is providing them with military protection. They're more than happy to get sloppy seconds and targeting the low-mid range customer.

The datacenter build out happening in America right now is insane. They have already spent billions updating the national network and building out fiber to many rural areas that didn't have decent broadband just a few years ago. Pretty much every area that used to only be covered by old copper drops got 2-10Gbps fiber to the home in the last year or two. Tons of dark fiber got lit up. They needed it so they could build in remote locations since they don't want to build new nuclear plants next to cities because of years of fear mongering about it. Plus the datacenters need to be in remote locations to help with security and they need access to cheap water resources for cooling.

They are going to build tons of these all over the place. I saw the plan for the power plant built out and it's insane. The worse part is they don't plan to connect it to the consumer grid. At least not at first. They're building an entire new grid/power network for this build out and everything (power plants require networking with other plants to start up).

Please don't ask me for sources. Let's leave it at my Dad and Granddad work(ed) for Nintendo. They begged Dad to come back for $55 an hour and he turned them down. They countered with $65 an hour. He told me if they offer him $75 he'll come out of retirement for a few years and is holding out to see if they're come off the money and fatten up his current really good retirement benefits.

Oh and while I'm talking about it: The power company my family worked at for decades has close ties with Amazon. Most of the CEO/high up suits left around the early-mid 2010s to go work for Amazon. So they've probably been planning this for much longer than they're letting on. We'll probably see a lot of Amazon involvement with this build out. Since these guys still work closely together with the power companies they used to run.

>>4946
Oh another thing. Expect to see more news about the data center build out being crucial to national security. It's a big part of this "Iron dome" thing they're building.

They've been building the network out on three fronts over the last 5-6 years. It's the reason for the 5G built out that started up in 2020 and all the satellite launches happening over the last few years. They've been launching tons of satellites for the NRO over the last year or two. You can read more about those here: https://en.m.wikipedia.org/wiki/SpaceX_Starshield

SpaceX is launching at least as many for the NRO/DoD as they've launched for their own commercial network. I'm sure both can inter-link since they're most likely based on the same hardware. But the Government's network is usually kept walled off of course (they have their own private landline networks that function as a private internet).

So they've done this massive build out of bother fiber and wireless (ground based and air/space based) ahead of this datacenter build out. They've been prepping for it for a long time.

The "Iron dome" project is really spooky. The short version is they're building out skynet. They've also built out a huge network of security cameras along the interstates and within more major cities. It's called "Flock" and law enforcement agencies are already sharing data between themselves that are being gathered from them.

https://en.wikipedia.org/wiki/Flock_Safety

There was also a huge built out of license plate readers along the interstate over the last few years but I can't remember what that project is called. Probably part of the Flock build out.

I've been keeping up with it on and off. It's a very impressive build out. Trillions of dollars has already been dumped into this and Trillions more is coming down the pike in the next couple of years alone.

>>4927
You don't have to play by the rules when you've got the Government behind you.

This network is going to change a lot about our day-to-day lives. I'm pretty scared of it. We've getting ready to make China's network look like child's play compared to what we're building.

I wish I could find out more about the weapons systems they're going to link up with it but they've been pretty hush hush about it. Well they've talked about being able to shoot down ICBMs and other air based weapons with it. They've basically said they're finally going to have what they talked about in the 1980s with the "Star Wars" weapons they wanted to build back then.

The really spooky thing is they've more or less declared they aren't going to abide by the weapons ban in space anymore. Everyone knew they hadn't been but seeing them become so open about it is pretty frightening. Maybe we'll get another arms race scare like they did with nukes in the 50s-80s to justify needing it to the general population. I expect they'll do some fear mongering like that soon.

They've already had some prototype data centers for this for the last decade or two. There is a massive one in Utah that uses tons of water everyday to keep the servers cool. Some people are claiming that's why the Salt Lake's water level has been dropping so much lately. I know they truck the stuff in because it's nowhere near a source of water.

Just imagine how much data they're processing and storing with these places. I wish we could hi-jack one and re-purpose it for something fun instead of it being used to gather everyone's metadata.

So sounds like it's best to continue investing in coreweave and other data center related stocks. They have been racing to build and grab as much sources of energy for their AI skynet shit and blockchain revamp.

surely the stock market and all forms of trading is going to last forever and there's not going to be a wider outrage as people abandon American Exceptionalism

Everything is propped up on the noble elite not facing any repercussions for being laggards and taking it out on their populace.

>>4963
Power generation over time is a bad metric to measure development. Over the last ~25 years US energy production has remained stagnant because per-capita household usage has remained stagnant due to more energy efficient technologies like LEDs, improved home and window insulation in new developments, LCDs instead of power hungry CRTs, etc.

>>4965
I'm not pointing to anything other than the artificial scarcity that's being created in "market" dominated countries.
Prices for everything could be lower but they're not.

>>4963
You can trade funny money for real assets (gold, silver, bullets). Whether it is genuine or another narrative we can all see that there is huge flow of money into the AI narrative. In the meanwhile it is better to just ride the wave and keep on preparing for whatever bullshit economy/society is in store for us.

>>4976
Hoarding assets so you can artificially raise the price isn't productive. It's cancer on productivity

>>4965
Power generation has gone down within the USA over the last few decades on purpose. Old plants were shut down and/or converted over to other sources (usually natural gas) after billions were spent retro fitting them for environmental policy. We had one of the largest coal fired plants in the nation near where I lived that went through a 10+ year project to add scrubbers and other stuff to catch 95+% of the so-called pollution that was going into the air. By the time they were done is only emitted steam/water vapor and the so-called pollution was being caught and sold off for big money for other purposes. Then a few years after they finally got that system up and running the entire plant was shut down and scrapped.

It was shut down because it's more profitable in the industry now to send power long distances over the grid. Since every time it crosses a state line it's taxed and the cost for the consumer goes up massively. This was what Encron got caught doing in California around 2000/2001 but it was happening everywhere.

The coal fired -> Natural gas conversions for a lot of smaller plants was mainly due to the fracking operations becoming profitable thanks to a change in Government policy. But it was just shifting the problem elsewhere. Since now instead of obvious issues like strip mining the damage is far underground where it couldn't be seen. Anyone that pointed out the fraking was shitting up the underground water resources was called crazy. Mainly by politicians who were attempting to make a lot of money by allowing it to happen under smaller communities that were attempting to fight back.

Then we have nuclear. Where no new plants have been built in decades despite modern designs being much safer and economical. The public fear mongered for decades that the "waste" produced was super deadly despite it being easy to be contained and the fact that it isn't really waste. It's really a near unlimited source of cheap energy that could be burned through safely by loading it into another reactor. Where it'll come out either as yet another source of near free energy or inert material. Then there are the ridiculous fines for plants in operation. Where they get fined $100,000+ for a loose nut on a door hinge on a janitor's closet located 2 miles away from the reactor core.

I could go on and on about it. Of course I am biased having so many working men in my family so close to the industry. But I trust their world over that of people that have never worked in the industry. Especially considering these people hate their upper management and the Government oversight more than anyone considering they spent decades having to navigate it.

I'm not saying any of it is 100% safe. But it's like fire. Fire in general isn't harmful as long as you don't do stupid things with it. Like stick your hand in it not expecting to get burned or lighting matches then tossing them into wood land that hasn't seen rain in 5 months. Nuclear is a lot safer than most people have been led to believe. So is coal. Some regulation is required to ensure people don't go full retard with it too. But the way things have been run since power plants started popping up everywhere to power the modern world has been less than ideal.

The nuclear fear mongering is about control like most things in life. If we'd used the technology properly energy production would cost almost nothing and would be far safer than it is now. It would also have caused much less pollution to the environment. The three major incidents everyone brings up when nuclear is talked about are all the result of human error and I'll go even further: There is plenty of evidence showing they were done on purpose.

>>4980
Nuclear should have also been scaled down a long time ago. Instead of these massive reactors and plants sending energy over long distances we should have been building mini-reactors to power small communities and areas of cities. It would have added much needed redundancy to the grid and would have required little upkeep. I'm talking maybe inspections every 6 months (which would be overkill) and having to re-fuel them with new material once every 10-15 years. They would have also been able to run 200-300+ years before requiring replacement provided they were kept up with correctly.

At the end of the day power generation is all the same. You're either boiling water to spin a turbine or using a natural flow of water to spin a turbine. I'm excluding wind and solar because both have always been pretty stupid and the claim that they're more eco-friendly mostly a lie. Considering both require storage (batteries) that have a host of their own problems and they are not reliable in the respect that they could be spun up at any time to deliver needed power to meet peak demand. Like most things in the industry they're mainly about making money with false promises.

Another thing that's been done that I find very stupid is the fact that most power plants used to have sub-stations until about the mid-90s to mid-2000s. These were all deactivated or torn down. It used to be a requirement that if you were going to build a power plant that you had a way on-site to start it from full shut down. This was usually done by building a small hydro station near the plant and keeping a supply of water (small lake) near-by to spin that smaller turbine up. Which was used to spin-up the main turbines within the main plant.

Those small sub-stations were all taking offline for the same reason. They required a staff on-site 24/7 in case they were needed to do emergency stat-up. They didn't want to pay them a salary for mostly sitting around. With the sub-stations gone now your main plant is required to buy power at outrageous rates from a plant far away through the grid. Which is the same type of scam Enron was running just happening everywhere and at much higher rates of money changing hands.

A major plant being taken offline happens at least a few times a year. It's called an outage and they do it 2-3 times a year to do inspections/upkeep on various equipment within the plant. When outage is happening it's an all hands on deck situation. Lots of guys pulling double shifts and working 16+ hour shifts. Always takes 2-3 weeks sometimes longer. The entire time a local plant is on outage every customer in the area is paying higher rates for energy because it must be sent in from elsewhere on the grid.

>Teams at Nvidia and Intel have been working in secret on jointly developed processors for a year — 'The Trump administration has no involvement in this partnership at all'
>"The two technology teams have been discussing and architecting solutions now for probably coming out to a year," said Jensen Huang, chief executive of Nvidia. "The two architecture teams… Well, it is three architecture teams are working across... the CPU architecture, as well as product lines for server and PCs. The architecture work is fairly extensive, and the teams are really excited about the new architecture. The teams have been working for a while and we are excited about the announcement today."

I miss Pat... Bring back Pat!

https://www.tomshardware.com/pc-components/cpus/teams-at-nvidia-and-intel-have-been-working-in-secret-on-jointly-developed-processors-for-a-year-the-trump-administration-has-no-involvement-in-this-partnership-at-all

NVIDIA's getting pretty good with physics simulations

>>5039
They better have this tech for the next Illusion game or I swear to god...

>>5040
>next Illusion game
I have some really bad news for you..

>>4932
They wanted to acquire ARM in the first place and now that they can't, this is their other option. The main reason is that they have the perfect opportunity to do a token propup of their competitor and get basically almost as good as an x86 license via this deal, they're definitely going to take it. There is a huge swathe of machines that even with machine learning, they want x86 instead so they have been flocking to AMD even if there is no CUDA.
Also your knowledge is outdated. Intel has been getting its lunch eaten in a lot of computing places since losing its advantage with AMD releasing Zen 3 and we're 2 generations out from that. The only real thing keeping them in is virtual machine stuff and proprietary ISA extensions that AMD doesn't provide but was closing the gap on, the most recent being AVX-512.
>>4988
I miss him too but he committed too many stockholder sins to continue in the role. It's kinda sad Lip Bu Tan is going to reap all the fruits of his seed planting. At least his severance and pay was good. My main worry is Intel Arc which has been making inroads in making the consumer GPU market not a hellhole of Nvidia overcharging everyone on the low end and actually being competitive in productivity. They still have a lot of work and ground to cover, especially on Linux and I use it and I can see how many shortcomings it actually has today. Usable, sure, but piss poor performance.