[mschuster91]

> I hope they aren’t stupid enough to do that with their GPUs (again).

They have to keep the GPU part alive, if only to be able to compete with AMD. It's no surprise that both the PS5 and Xbox run on a CPU+GPU combination from AMD - if Intel wants to ever get a share of the console market again (which is admittedly low margin, but extremely high volume to make up for it) they have to be able to match the kind of degree of integration that a modern console requires, and seriously I doubt that Intel will hand over enough knowledge to NVidia to get a competitive offer.

In the non-server general compute market, the situation is similar. The ARM threat all comes with established GPUs as part of the SoC, and so does AMD.

[mikepurvis]

Nvidia has that level of integration too— they've been shipping integrated ARM CPU/GPU packages since 2014 on the Jetson series, not to mention the Tegra tablet that became the Switch: https://en.wikipedia.org/wiki/Tegra

It really is only Intel that isn't with the programme on this, so no wonder they're willing to bleed money to try to catch up.

[lmz]

I think they were referring to the discrete/ non-integrated GPUs.