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• #10079 S_x96x_S addikt

  Új Válasz 2025-02-19 11:03:49 #10079

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  S_x96x_S

  addikt

  Az Intel - AMD kettős licensz megállapodás
  azon pontja, ami az AMD felvásárlását megakadályozta volna
  kölcsönös, vagyis most az Intel felvásárlására is ugyanez érvényes.

  persze ennek a lehetőségét az Intel annó nem is tartotta valószínünek.

  RetiredEngineer® @chiakokhua elemzése.
  https://x.com/chiakokhua/status/1892010660680143050

  ---------

  Kérdés - hogy mit kér az AMD ...

  (November 17, 2024)
  The x86 wish list: Complexities of an imaginary Intel takeover
  Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?
  https://www.techspot.com/news/105607-x86-wish-list-complexities-imaginary-intel-takeover.html

  "What would AMD ask for to grant that approval? Obviously, they would take some cash. However, there is only so much Broadcom would be willing to pay before the Intel deal becomes unappealing. That probably amounts to a few billion dollars. Beyond cash, there are things AMD could ask for that might be worth far more strategically.
  For starters, they could ask Broadcom for help in their fight against Nvidia. This is an area of shared interest between the two companies, and there are likely multiple ways both could benefit from a deeper partnership. For example, Broadcom could invest more heavily in AMD's Ultra Ethernet and other networking initiatives. Alternatively, Broadcom could design an entire networking stack optimized for AMD's Mi300 series of AI accelerators. Going further, AMD could request that Broadcom encourage its AI ASIC customers to adopt AMD-friendly networking interfaces. We imagine there are plenty of novel ways that Broadcom could promote AMD's interests in their combined fight against Nvidia."

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