Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Thunder64 I mean, they're not wrong. Market leaders certainly shouldn’t abuse their position to gain an unfair advantage over competitors. It's been proven that Intel did this repeatedly in the past. Rebates to ODM's to not use AMD, rigging benchmarks to make AMD look worse, and contra-revenue to push tablets come to mind. The gov't never bothered to bail out AMD when they had to spinoff their fabs. Things changed during the GFC of 2008 and the government decided to bailout banks and auto manufactures but passed on AMD, though that may have been a blessing in disguise. Now that Intel is the only leading edge fab in the US and is in poor shape the government decided to invest in Intel. While the US having a leading edge fab is vitally important that also basically signaled that Intel is now on the "Too big to fail" list. Nvidia noticed that and invested in Intel. What they plan to do, I don't know. Nvidia loves margins and Intel wants big wins in AI so maybe the plan is to pair Intel CPU's with Nvidia tech. I doubt Nvidia is interested in consoles and may not want to push for an Intel/Nvidia SoC that would compete against their own dGPU's. Therefore I really don't see this being a big deal in the consumer market and helping drive down prices for us mere mortals. If anything, I am more worried about what Intel will do with its Arc dGPU's now. Losing them would be a blow to competition, and Intel's silence on this front has been deafening. Reply
Notton Sounds like a botched interview question Interviewer: "What are your weaknesses?" AMD: "I don't have enough capital to drastically improve production" Interviewer: "… and you overcame that by…?" AMD: "No, that's it." Interviewer: "… Okay." Reply
bit_user The article said: The Nvidia/Intel partnership announced in mid-September is putting pressure on AMD, as stated in its November 2025 quarterly report. Yes, because they have to list every risk, no matter how small or improbable. Otherwise, their investors could sue them, claiming they failed to disclose known risks to the business. So, they'll say this, even if they aren't actually too worried about it! The article said: Market leaders certainly shouldn’t abuse their position to gain an unfair advantage over competitors. But even though AMD feels it will face a significant challenge with the Nvidia/Intel partnership, we welcome it , You welcome it? And I don't care if you only meant that you welcome competition. There already was plenty of competition. As your other quotes make clear, Intel and Nvidia already have abused their market dominance. Don't just turn and wash all that away in the very next sentence! I suspect you're just trying to make it sound like you're not siding too much with AMD. IMO, any time you play the game of trying to make it sound like you're not siding too much with one party, you lose. Just stick to the facts and the most detached interpretation you can manage. Any time you get accused of bias, challenge your accuser on the facts. The article said: as it will push AMD to continue innovating and offer better pricing to survive. In the end, we will have a more dynamic market and better choices for the average consumer. They have more than enough competition, for that. Pretty much the only market they currently dominate is the server CPU market, and yet Intel moves more unit volume and is still able to bring pricing pressure on them, there. iGPUs, sure. Intel has been pretty competitive with AMD's iGPUs, leaving aside Ryzen AI Max (Strix Halo). But, if they want to partner up with Nvidia on that, fine. As for the datacenter AI products, competition stops being a good thing if it's unfair, abusing market dominance, and acting to keep other challengers from providing viable alternatives. How about you wait until AMD achieves some real market penetration, with its MI products, before deciding they need to be kept in check. What Nvidia is doing with Intel's datacenter products attempts to shut them out of the AI market. That is not good for customers or the market. Reply
valthuer bit_user said: You welcome it? And I don't care if you only meant that you welcome competition. There already was plenty of competition. As your other quotes make clear, Intel and Nvidia already have abused their market dominance. Don't just turn and wash all that away in the very next sentence! Maybe what the article meant is that Intel currently lags in the CPU front, compared to AMD, and the Nvidia partnership will help them achieve some kind of technological parity? I don't know… Reply
ManDaddio Thunder64 said: I mean, they're not wrong. It's been proven that Intel did this repeatedly in the past. Rebates to ODM's to not use AMD, rigging benchmarks to make AMD look worse, and contra-revenue to push tablets come to mind. The gov't never bothered to bail out AMD when they had to spinoff their fabs. Things changed during the GFC of 2008 and the government decided to bailout banks and auto manufactures but passed on AMD, though that may have been a blessing in disguise. Now that Intel is the only leading edge fab in the US and is in poor shape the government decided to invest in Intel. While the US having a leading edge fab is vitally important that also basically signaled that Intel is now on the "Too big to fail" list. Nvidia noticed that and invested in Intel. What they plan to do, I don't know. Nvidia loves margins and Intel wants big wins in AI so maybe the plan is to pair Intel CPU's with Nvidia tech. I doubt Nvidia is interested in consoles and may not want to push for an Intel/Nvidia SoC that would compete against their own dGPU's. Therefore I really don't see this being a big deal in the consumer market and helping drive down prices for us mere mortals. If anything, I am more worried about what Intel will do with its Arc dGPU's now. Losing them would be a blow to competition, and Intel's silence on this front has been deafening. AMD did get bailed out. Apple got bailed out. Reply
bit_user ManDaddio said: AMD did get bailed out. Apple got bailed out. What are you talking about? Reply
-Fran- Silver lining: Intel will join the long list of companies that regret and hate doing business with nVidia and this will be over after, at most, 2 generations. The only wildcard in the silverlining is the Govt and nVidia stakes at Intel. Regards. Reply
bit_user -Fran- said: Silver lining: Intel will join the long list of companies that regret and hate doing business with nVidia and this will be over after, at most, 2 generations. If they really do unwind their GPU hardware & software teams, they cannot just make an about-face and rebuild them in any relevant timeframe. The damage will effectively be permanent. Intel would have to buy someone like Imagination Technologies, who's in far worse shape than Intel's current IP. Reply
-Fran- bit_user said: If they really do unwind their GPU hardware & software teams, they cannot just make an about-face and rebuild them in any relevant timeframe. The damage will effectively be permanent. Intel would have to buy someone like Imagination Technologies, who's in far worse shape than Intel's current IP. It'll depend on how they go about the "collaboration", for sure, and I do share the same view as you. In fact, I'm counting on Intel making the dumbest of decisions (plural very intended) during this collaborative time with nVidia. The worst kind of sabotage is when it comes from within. Regards. Reply
jg.millirem Who is this “we” welcoming the competition? Tom’s as a whole? Jowi and his office cat? Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/amd-warns-intel-nvidia-partnership-is-a-business-risk-quarterly-report-outlines-risk-from-increased-competition-and-pricing-pressure#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.