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Monday, March 21, 2016

A possible agreement between Intel and AMD

Intel and AMD may soon come to an interesting arrangement focused on intellectual property held by the second in the graphics card industry. In recent days there was some information about it, as no official confirmation from the two parties involved, starting from a Bloomberg report which was taken private by Barrons site.

Intel could then sign an agreement with AMD focused on the use of intellectual property of the latter, depending on the production of GPU to be used in a professional environment in the datacenter. This is a sector where Intel already committed some time with their own solutions of Xeon Phi family.

It seems more problematic to assume a contribution of AMD graphics Intel intellectual property products for the general public, such as the GPU integrated into the different families of desktop and mobile processors. Intel in this field has gained considerable experience in recent years and, moreover, the need for typical computing GPU present in the processors are not such as to justify a major investment in technology.

At present Intel currently has a valid agreement with NVIDIA, linked to intellectual property of the latter, which is due to expire in March 2017. And 'therefore conceivable, and it definitely has the sense card, which Intel can shop around looking for an alternative to a renegotiation of the terms of the agreement with NVIDIA.

Such as the implications of an agreement of this type? Very little visible to the general public, in terms of new products that will be marketed. most significant well from the financial side for AMD, which could be found in an agreement of this type a constant revenue source and medium to long term so similar to what is currently the fallout of NVIDIA agreement signed with Intel.

Regardless, in any case an agreement of this magnitude should not go so far to bring to Intel GPU specifically developed by AMD, unlikely scenario, however fascinating in many ways.

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