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K-L-Waster
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Re: Intel Licensing AMD GPU Tech

Wed May 17, 2017 12:22 pm

Vhalidictes wrote:
jihadjoe wrote:
Jen Hsun Huang not gonna sell unless he can run Intel as well.


That's actually not a bad idea, although I imagine Intel wouldn't think so. In any case, I assumed that the takeover would be hostile.

Given the run up in NVidia's share price it would be a pretty costly move -- especially considering hostile takeovers usually need to offer a significant premium to get enough shareholders to bite.
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cynan
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Re: Intel Licensing AMD GPU Tech

Wed May 17, 2017 12:40 pm

Philldoe wrote:
https://www.thestreet.com/story/14137922/1/amd-stock-climbs-on-intel-licensing-agreement.html

God it feels so good to be right. I will now laugh like a 12 year old child.


Since when do we take Fudzilla as a definitive source? Not that the deal absolutely doesn't exist, but it's not exactly confirmed yet.
 
chuckula
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Re: Intel Licensing AMD GPU Tech

Wed May 17, 2017 12:54 pm

cynan wrote:
Philldoe wrote:
https://www.thestreet.com/story/14137922/1/amd-stock-climbs-on-intel-licensing-agreement.html

God it feels so good to be right. I will now laugh like a 12 year old child.


Since when do we take Fudzilla as a definitive source? Not that the deal absolutely doesn't exist, but it's not exactly confirmed yet.


Incidentally if you check the TR Twitter feed you'll see Kampman dumping cold water on the whole deal. That even includes the more limited-scale Intel patent licensing deal with AMD that I thought might happen based on these rumors, much less the full-bore AMD-GPUS-in-Intel rumor.
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NTMBK
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Re: Intel Licensing AMD GPU Tech

Thu May 18, 2017 5:06 am

Philldoe wrote:
https://www.thestreet.com/story/14137922/1/amd-stock-climbs-on-intel-licensing-agreement.html

God it feels so good to be right. I will now laugh like a 12 year old child.


Congratulations, your reading comprehension skills still suck. Replacing the NVidia patent cross-licensing with AMD patent cross-licensing does not imply that they're going to integrate Radeons.

Also http://www.barrons.com/articles/intel-r ... 1495064908
 
Philldoe
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:24 pm

http://techreport.com/news/32792/intel-brings-a-core-cpu-and-radeon-gpu-together-on-one-package

I told you. You all said I was an idiot, but I told you. This is so petty but damn it feels good.
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chuckula
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:30 pm

Philldoe wrote:
http://techreport.com/news/32792/intel-brings-a-core-cpu-and-radeon-gpu-together-on-one-package

I told you. You all said I was an idiot, but I told you. This is so petty but damn it feels good.


Actually, the original headline of this thread is not correct even after this announcement. There's no licensing of technology going on here, there's an agreement to put two different chips from two different vendors into a single product. Put another way, does this announcement make you think that AMD has has licensed graphics technology from Intel? Because there's an Intel IGP on that product too. Of course the answer is no.
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:32 pm

FWIW, the only places i could find idiot in this thread are Phil's single post. /shrug
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NTMBK
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:43 pm

I'll break out my quote from February, and add some emphasis:

NTMBK wrote:
I read it already, you don't need to copy paste it again. And you definitely don't need to be condescending about it. Here's my counter logic:
-Intel spent $350M to buy a company which was developing machine learning hardware (Nervana)
-Intel is bringing out it's own machine learning hardware this year based on Nervana tech, and is integrating it with Xeon CPUs next year: http://wccftech.com/intel-lake-crest-chip-detailed-32-gb-hbm2-1-tb/ 
-Intel already manufacturer Knight's Landing CPUs to compete with GPUs in HPC, and are bringing out Knight's Mill (a CPU specialised for deep learning) 
-Even if Intel did produce a hybrid deep learning device with AMD, AMD can cut them out in the next generation and replace them with AMD CPU cores- this would only be a long term gain for AMD, not for Intel


They don't need to go with AMD to build up a deep learning business, they are already trying two different approaches themselves and  spending millions and millions of dollars in the process. Blowing up all of that to make a short term deal with AMD doesn't make a lick of sense to me.

I can see the proposed value in an AMD GPU + Intel CPU chip to go in e.g. Apple laptops, though I still doubt it will happen. Intel are indeed paying AMD license fees for patents, just like they have paid NVidia for years. But a HPC teamup? It just doesn't line up strategically with anything else that Intel has been doing. 


The thing that I thought was potentially plausible (AMD dGPU plus Intel CPU, aimed at suspiciously Macbook Pro like laptops) has happened. Your fantasy deep learning HPC team up still isn't happening.
 
Glorious
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:56 pm

DancinJack wrote:
FWIW, the only places i could find idiot in this thread are Phil's single post. /shrug


I'm also unsure about what he's gloating about, because to my recollection phildoe made at least four different predictions:

1) Intel will (IP) license AMD GPU tech (literal thread title)
2) Intel will make a MCM with AMD chips (OP)
3) Intel cut its graphics team because they getting out of doing iGPUs in favor of AMD
4) AMD will spin-off RTG (implicitly because it's going to get in bed with Intel)

Yes, bullet point 2 happened. But, uh, that wasn't really what everyone was objecting to:

Glorious wrote:
But it only pertainins to a possible IP licensing deal, in regards to patents.

That's an altogether different sort of endeavor (if you can even call it that) than "AMD and Intel working together on something."


I don't think *anyone* really took a stand against two.

In fact, I explicitly made the point that AMD & Intel and "License agreement" weren't just different things, but actually kinda mutually exclusive:

Glorious wrote:
It was not a license to make Nvidia GPUs or incorporate their specific designs into Intel-branded products. You know, because, uh, Intel obviously didn't?

So, if your cite is correct and this "GPU license" replaces the previous agreement with Nvidia, that's actually evidence against all your suppositions about product designs and so forth, *not* vindication.


It's simple, if IP "licenses the tech" why would they then pay AMD to supply the discrete chips? It's basically one or the other, and philldoe was actually arguing the former.

But now that the latter has happened, oh, he was arguing for the latter.
 
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 12:57 pm

DancinJack wrote:
FWIW, the only places i could find idiot in this thread are Phil's single post. /shrug


It is more about people attacking my reading comprehension skills and such. Of course no one outright called me an idiot because that's where the mods have to step in and tell people to be civil. But we all know what people were thinking. Just like I'm thinking people who post with only witty retorts while avoiding the fact I was right are either smart asses(much respect for my fellow smart asses) or just miffed about looking like fools.
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NTMBK
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 1:00 pm

Philldoe wrote:
DancinJack wrote:
FWIW, the only places i could find idiot in this thread are Phil's single post. /shrug


It is more about people attacking my reading comprehension skills and such. Of course no one outright called me an idiot because that's where the mods have to step in and tell people to be civil. But we all know what people were thinking. Just like I'm thinking people who post with only witty retorts while avoiding the fact I was right are either smart asses(much respect for my fellow smart asses) or just miffed about looking like fools.


Oh get off that high horse. You're the one who started with the reading comprehension insults:

If you guys read all of that I posted in that link rather than skimming over half of it and done... Its all explained how everything fits together.
 
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 1:07 pm

Philldoe wrote:
It is more about people attacking my reading comprehension skills and such. Of course no one outright called me an idiot because that's where the mods have to step in and tell people to be civil. But we all know what people were thinking. Just like I'm thinking people who post with only witty retorts while avoiding the fact I was right are either smart asses(much respect for my fellow smart asses) or just miffed about looking like fools.


Right about what?

As I said, you made at least four claims.

Philldoe wrote:
Intel Licensing AMD GPU Tech


Claim 1

While it's not going to be an on-die solution, it's still AMD GPU tech bundled with Intel CPU's via an off-die MCM. This on top of Ryzen and Vega should make for a good year on AMDs earnings report.


Claim 2

Philldoe wrote:
I read over that press release closely and the language can be interpreted to support the rumor. Letting AMD do the leg work on GPUs could very well be cheaper than Intel running it's own GPU team.


Claim 3

Philldoe wrote:
Probably because there is also talk that RTG wants to spin off from AMD and come full circle. All of it is more than plausible with what I've seen over the past year.


Claim 4


---

The thing is, no one really had a serious problem over Claim 2. They mostly had a problem with all the others.

The biggest issue here is that Claim 1 and Claim 2 are essentially mutually exclusive: You don't enter into a IP licensing agreement and than source chips from the entity you just licensed the designs & technology from.

You also can't claim that you meant "license tech" extremely loosely, because you went in whole-hog for the Nvidia license agreement termination as evidence for your claims.

---

So what were you right about?
 
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 1:14 pm

NTMBK wrote:
Oh get off that high horse. You're the one who started with the reading comprehension insults:


Which is nicely ironic, because that source also has the complete conflation between the entirely different concepts of "IP License" and "Product design with sourced Discrete ICs"

---

If this thread actually was what Philldoe only wants to pretend it was, in that he said that Intel might source an AMD IC for a MCM, this thread would look completely different: There be the general sentiment that such an eventuality was unlikely, but certainly not a ridiculous or foolish suggestion.

Especially since people, like, you know, *YOU* (NTMBK), actually said exactly that and, in fact, described today's announcement a lot more closely than the few times Philldoe said something similiar (as opposed to the many more times he said something very, very different).

---

I'm going to start a thing where I make a bunch of mutually exclusive "predictions" and then proclaim prophetic vision when one or the other comes true. Heck, maybe I'll just claim it either way, depending on when (Philldoe first took his victory lap on this subject 6 months ago):

Philldoe wrote:
God it feels so good to be right. I will now laugh like a 12 year old child.


Yes, it must feel great to get to be right twice!
 
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Re: Intel Licensing AMD GPU Tech

Mon Nov 06, 2017 3:28 pm

Waco wrote:
Great, so Intel drivers are going to suck for eternity. :lol:
I'd think Radeon drivers would be used for the video.
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