
In the midst of chipset cancellations, Nvidia's CEO speaks it's mind. "Kicking Intel's ass" is still the goal.
But let me ask you- when was the last time you saw a company as big as Intel sue another smaller company? They’re scared and you can write this down- We will kick their ass when we go to court next year.”
This is purely investor talk. Nvidia is in the middle of heavy restructuring and has been beaten by AMD by 3 months on DX11 graphics hardware. Nvidia can't deliver proper integrated chipsets even if they want to, so Macs are out when "Clarkdale" cores are released. Intel has effectively locked Nvidia out of the next gen laptop processors and current LGA 1156 processors by using only a low bandwidth DMI interconnect to the SCH chip - P55 in current iterations of the LGA 1156 platform.
The only possible options for Nvidia, if they manage to win the lawsuit are:
- Building an integrated chipset with very low IGP performance(they would be insane)
- Building an integrated chipset with a local framebuffer (very unlikely, unprofitable)
- Building a chipset which uses "TurboCache", or accessing main memory through PCI-Express bus, while giving up external lanes and not having as much bandwidth as Intel's "Clarkdale" iGFX.
- Building a discrete chipset. After giving SLI licenses to X58 and P55 chipsets.
- Building QPI compatible chipsets - highly unlikely, unprofitable.
The only "ass kicking" Nvidia might achieve is if Chrome OS and Tegra pick up, together, and a good amount of deals coming from HPC sales of the upcoming "Fermi" based Tesla 20 series. Nvidia needs to really pick up momentum with more HPC software before Intel has a chance to realease "Larrabee", or it risks loosing the good window of oppurtunity they have right now.
Either way, don't expect massive inroads in the notebook and netbook market share; remember that the Ion platform will also be over soon, due to the same reasons that DMI chipsets can't come to existence.
Lawsuits may be involved but that's the least of Nvidia's worries.
2 comments:
"Intel has effectively locked Intel out of the next gen laptop processors and current LGA 1156 processors..."
I think you meant "nVidia" for the second "Intel" above.
Indeed, thanks for pointing it out!
Best regards
Post a Comment