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2024/02/25

Intel wants more cash, and Nvidia is making it hand over fist. Why don't they just make friends?

It's all about the money, money, money | Intel is asking for an additional $10 billion from CHIPS act subsidies because the chip giant feels it deserves more cash for investing in US developments | Intel announces new 14A node at IFS Direct Connect 2024, and its aggressive 'five nodes in four years' roadmap remains on track
Created for ignoble.experiment@arconati.us |  Web Version
February 25, 2024
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First up
It's all about the money, money, money
(Future)
It makes the world go around and there's no getting away from the fact that making the best technology is expensive, so you're going to need a lot of it to make that happen. Which is why Intel is asking the US government for a sizeable chunk of the CHIPs Act money—more than before—because that's how it's going to be able to keep making new, leading edge nodes, and make them in the United States.

But equally the results of making the best technology speak for themselves when you look at what a splash Nvidia has been making since taking the top spot in terms of both PC graphics and AI processing. When you can make over $22 billion in a single three month period, you know you're doing something right, eh?
The Big Story
Intel is asking for an additional $10 billion from CHIPS act subsidies because the chip giant feels it deserves more cash for investing in US developments
(Intel)
Poor Intel. Last year was pretty rough for the 55-year-old semiconductor firm, as it accrued just $54.2 billion in revenue, 14% less than the year before. After paying all its bills for manufacturing, research and development, and biscuits, there was just $1.7 billion left over in net income. Poor Intel. So when the US administration announced the CHIPS and Science Act in 2022, with a total of $280 billion up for grabs, Intel jumped right in to get some of that golden booty. Only now it's asking for a further $10 billion, at the very least, to ensure Intel's US developments can continue.
Read the full story
Intel held its inaugural Intel Foundry Services Direct Connect event today. It essentially marks the launch of Intel's new manufacturing strategy, bringing all of its customer manufacturing, system design, packaging and connectivity solutions under one umbrella. During the event, Intel outlined its new process roadmap which included the announcement of its 14A node. It's estimated to hit the market in 2026 or 2027 and marks the first node to make use of High-NA lithography. It's expected to incorporate PowerVia backside power delivery and RibbonFET GAA transistors. Suffice to say, this stuff is bleeding edge.
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You don't need ChatGPT to tell you that AI is big business. Nvidia is making an absolute killing. Yet, for all the buzz and talk about AI, and Nvidia's understandable shift of attention to where the big money is, its gaming business continues to thrive. Nvidia released its fourth quarter earnings on Wednesday, raking in $22.1 billion in revenue for the quarter, up 265% from a year ago. Its revenue from data centers, where the big AI bucks come from, was up by over 400% from the same period last year, reaching $18.4 billion.
Read the full story
Pretty big deals
Nextorage Japan | 1TB | NVMe | PCIe 4.0 | 7,300MB/s Read | 6,000 MB/s write | $74.99 at Newegg (save $75)
(Nextorage)
Nextorage may be a relatively new name in the world of NMVe SSDs, but don't be fooled by appearances. This drive sports a Phison E18 controller, the very same used in a number of high-performance SSDs and the 1TB version represents excellent price/performance value here. Check out our review for more.
Acer Predator 14 | RTX 4070 | Core i7 13700H | 14-inch | 250Hz | 1600p | 16GB DDR5 | 1TB SSD | $1,299.99 at Amazon (save $700)
(Acer)
It's not the prettiest gaming laptop you'll ever see but underneath the cheap-looking exterior is a pile of really nice hardware. That Intel CPU has 14 cores, 20 threads, and the GPU is a 140W RTX 4070. Backing them up are 16GB of DDR5 RAM and, unusually for this price, a full 1TB NVMe PCIe 4.0 SSD. Even the 2560 x 1600 screen is good, with a 250Hz refresh rate and mini-LED backlighting. There's very little to dislike here and it'll be down to whether the lightweight nature or 14-inch panel just aren't right for you.
ASRock Phantom Gaming | 27-inch | 1080p | 165Hz | IPS | FreeSync | $119.99 at Newegg (save $60)
(ASRock)
ASRock has become a favorite of ours around here over busy shopping periods. These screens always seem to be on offer, and from the one we've used (read our review) they're good value for the money, too. You can't really complain with this 165Hz panel for just over $100.
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