Vendor lockout of GPUs? *spawn*

So if these new locked-in CPUs can’t run Windows, how many do you think they’ll sell to the OEMs? MS absolutely had power here. Look at what they did over the divergent 64-bit x86 ISAs.
 
So if these new locked-in CPUs can’t run Windows, how many do you think they’ll sell to the OEMs? MS absolutely had power here. Look at what they did over the divergent 64-bit x86 ISAs.

I guess by that point Linux would be the less hostile platform in terms of compatibility than Windows and Microsoft loses their API monopoly advantage since they become redundant. Developers would rather just move on to Linux than to enable a new monopoly from Microsoft that doesn't work for them. Microsoft would be ruined since their business model relies on maximizing compatibility ...
 
Nvidia's lawsuit with Intel wasn't about anti-trust violation. It was a subject of a misunderstanding in a contract and IP infringement IIRC.
Nope.

In 2004 Intel and NVIDIA went to the table, as the growing GPU market and its increasingly complex technology put Intel at risk of violating NVIDIA’s patents. This was primarily over Intel’s IGPs, which eventually would run afoul of NVIDIA’s graphics patents. In return for NVIDIA licensing the necessary patents to Intel so that Intel could continue producing chipsets with IGPs, Intel in return would license to NVIDIA their front side bus (FSB) and future buses (e.g. DMI). This is what allowed NVIDIA to enter the Intel chipset market with the nForce 4 Intel Edition chipset and to continue providing chipsets and IGPs up through the current 320M chipset.

The end result is that in early 2009 the two parties filed suit against each other. Intel’s suit asked for the courts to affirm that NVIDIA did not have rights to DMI/QPI and that NVIDIA had breached the agreement by claiming they did have rights. NVIDIA’s suit in return was filed as a response to Intel’s suit, with NVIDIA claiming that Intel’s claim had no merit and that by doing so Intel was in violation. These suits have been ongoing up until today.

For all practical purposes Intel is barred from making technical decisions that lock out 3rd party GPUs from their platforms for the next several years, enforced by requiring they continue to offer PCI-Express connectivity and at the same time barring Intel from making changes that would reduce GPU performance unless those changes specifically improve CPU performance.
Intel simply can't lock out another vendor.
https://www.anandtech.com/show/4122/intel-settles-with-nvidia-more-money-fewer-problems-no-x86
 

If you looked at the next page it lists out in a table that Nvidia doesn't get a DMI/QPI Bus License or the x86 license. Intel virtually didn't have to give up anything aside from some chump change while Nvidia eventually forfeited producing nForce chipsets ...

If Nvidia truly did have a compelling case then they could've won far more guarantees by taking it to the court to ensure access to any interface technology that Intel uses but since they weren't confident enough they instead settled for cash while cross-licensing their graphics IPs to Intel ...

For all practical purposes Intel is barred from making technical decisions that lock out 3rd party GPUs from their platforms for the next several years, enforced by requiring they continue to offer PCI-Express connectivity and at the same time barring Intel from making changes that would reduce GPU performance unless those changes specifically improve CPU performance.

The key phrase being "several years" and it's been a decade at this point so any legally binding commitments imposed have already expired so it's only a matter of when they'll decide to block others again ...
 
What exactly do you mean by "no leverage" ? Developers will have to follow suit because how will they run the graphics kernel driver that's used to enable graphics acceleration or the game logic code without the CPUs ? If the developers don't really have a choice then where else are they going to develop high-end graphics applications ? Are they going to target a platform like Linux which are even more hostile to compatibility by far than Intel locking graphics acceleration to their GPUs ?

They will run them on Intel and AMD x86 CPUs just like they do today. Because Intel isn’t going to abandon the massive x86 + windows PC ecosystem just because they have a discrete GPU now.

Intel entering the discrete graphics market means that politics must change once more.

It really doesn’t. You’re simply overestimating Intel’s power over the PC ecosystem.

I don't see how AMD opening themselves up to competitors can politically work out because if Intel decides to blacklist Nvidia then AMD will have a far stronger negotiating position for themselves. AMD will very likely demand that Nvidia must pay fees or royalties to AMD on every graphics card that's compatible with their chipset. On second, I don't see Jensen agreeing to AMD's conditions ...

In your hypothetical scenario do both Intel and AMD completely drop support for industry standard peripheral interfaces like PCIe and Thunderbolt and Microsoft and enterprise clients will be fine with it? Because that’s what it would take to blacklist peripheral manufacturers. Even Apple uses Bluetooth and USB.
 
Nvidia doesn't get a DMI/QPI Bus License or the x86 license.
Because they wanted to, not because Intel forced them, NVIDIA was thinking about abandoning chipsets for quite sometime, they were transitioning to GPGPUs and mobile SoCs.

If Nvidia truly did have a compelling case
It's Intel that settled, not NVIDIA.

so it's only a matter of when they'll decide to block others again ...
Until they get legally blocked from doing so again, and with a simple complaint to the FTC.
 
Intel certainly doesn’t seem to be interested in walled gardens. Maybe they’re under new management?

“In addition to Intel’s Thunderbolt silicon, next year Intel plans to make the Thunderbolt protocol specification available to the industry under a nonexclusive, royalty-free license. Releasing the Thunderbolt protocol specification in this manner is expected to greatly increase Thunderbolt adoption by encouraging third-party chip makers to build Thunderbolt-compatible chips. We expect industry chip development to accelerate a wide range of new devices and user experiences.”

https://newsroom.intel.com/editorials/envision-world-thunderbolt-3-everywhere/
 
Intel certainly doesn’t seem to be interested in walled gardens. Maybe they’re under new management?

“In addition to Intel’s Thunderbolt silicon, next year Intel plans to make the Thunderbolt protocol specification available to the industry under a nonexclusive, royalty-free license. Releasing the Thunderbolt protocol specification in this manner is expected to greatly increase Thunderbolt adoption by encouraging third-party chip makers to build Thunderbolt-compatible chips. We expect industry chip development to accelerate a wide range of new devices and user experiences.”

https://newsroom.intel.com/editorials/envision-world-thunderbolt-3-everywhere/
Yes, it's called USB4 now. However Intel hasn't made public any such plans for TB4 where they're currently at or future revisions
 
They will run them on Intel and AMD x86 CPUs just like they do today. Because Intel isn’t going to abandon the massive x86 + windows PC ecosystem just because they have a discrete GPU now.

When did I imply that Intel will abandon the x86 architecture ? Even if they don't create a walled garden yet with this move they certainly get closer by doing it ...

It really doesn’t. You’re simply overestimating Intel’s power over the PC ecosystem.

Am I ?

In your hypothetical scenario do both Intel and AMD completely drop support for industry standard peripheral interfaces like PCIe and Thunderbolt and Microsoft and enterprise clients will be fine with it? Because that’s what it would take to blacklist peripheral manufacturers. Even Apple uses Bluetooth and USB.

PCIe is far more niche than either Bluetooth or USB in reach and Intel is going to introduce another proprietary interconnect interface for their upcoming GPU compute segment. Xe Link could be repurposed in the future to service graphics acceleration. Out of the gate Intel are already attempting to bundle their GPUs with their CPUs at high-end compute markets so what is stopping them from doing the same for the high-end graphics market ?

Because they wanted to, not because Intel forced them, NVIDIA was thinking about abandoning chipsets for quite sometime, they were transitioning to GPGPUs and mobile SoCs.

At the end of the day Intel still achieved their end goal which was to stop Nvidia from producing integrated graphics chipsets ...

It's Intel that settled, not NVIDIA.

As far as I know both parties have to be in agreement to reach settlement. Nvidia could've very well pressed Intel into court but they didn't so they decided to chicken out instead because they thought that the risk/reward benefit of continuing litigation wasn't worth it ...

Until they get legally blocked from doing so again, and with a simple complaint to the FTC.

What exactly would Nvidia have to be able to open a new case against Intel ? They don't have either an x86 license or access to all of Intel's future interfaces so no court would realistically entitle Nvidia to have rights to them ...
 
Oh, must have missed that. Let me rephrase it then: Intel hasn't shown any public estimates on when TB4 might become open (after they have TB5 ready probably like with TB3?)

What do you mean by “become open”? Are they charging royalties for TB4?
 
What do you mean by “become open”? Are they charging royalties for TB4?
No, they're not charging royalties. Charging royalties would mean the tech was available for others. However that's not the case, Intel isn't allowing anyone else to make TB4 controllers at this time. If it supports TB4, it has Intel chip(s) on it .
 
It really doesn’t. You’re simply overestimating Intel’s power over the PC ecosystem.

This is especially true now that AMD once again has a competitive CPU and in some workloads (applications that can take advantage of massive multhithreading) a far superior CPU to anything that Intel has. And unlike when Opteron and Athlon 64 were competitive with Intel, there isn't nearly as much industry or consumer resistance to buying AMD CPUs.

The only reason that Intel maintains as much of an advantage in CPU sales is that AMD is extremely limited compared to Intel with regard to wafer starts for their CPUs.

So, even in a hypothetical world where Intel wants to abandon the Windows PC market or at the very least alienate the Windows PC market by locking out hardware from other vendors being able to run on their Motherboards, that would backfire spectacularly on on them. All it would accomplish is to drive more of their consumers into wanting to switch to a different hardware vendor.

It's the same reason that AMD would never lock out NV GPUs on their platform even if they hypothetically controlled 75% of all PC CPU/MB sales.

Obviously where are some sectors where something like this could occur (supercomputers, for example), but those sectors will have little to no bearing on the Windows PC/server market.

Intel certainly doesn’t seem to be interested in walled gardens. Maybe they’re under new management?

“In addition to Intel’s Thunderbolt silicon, next year Intel plans to make the Thunderbolt protocol specification available to the industry under a nonexclusive, royalty-free license. Releasing the Thunderbolt protocol specification in this manner is expected to greatly increase Thunderbolt adoption by encouraging third-party chip makers to build Thunderbolt-compatible chips. We expect industry chip development to accelerate a wide range of new devices and user experiences.”

https://newsroom.intel.com/editorials/envision-world-thunderbolt-3-everywhere/

It's amazing what actual competition does to make companies be more consumer friendly.

Regards,
SB
 
So if these new locked-in CPUs can’t run Windows, how many do you think they’ll sell to the OEMs? MS absolutely had power here. Look at what they did over the divergent 64-bit x86 ISAs.
Indeed, MS knows how to flex its muscles at large IHVs. Back in the mid-90s, MS threatened Intel to drop support for future processors in Windows 95, if Intel insisted with their proprietary NSP framework (MMX, etc.), instead of using APIs from MS.
 
No, they're not charging royalties. Charging royalties would mean the tech was available for others. However that's not the case, Intel isn't allowing anyone else to make TB4 controllers at this time. If it supports TB4, it has Intel chip(s) on it .

Ok, but what does have to do with being “open”? Intel is actively encouraging TB adoption by peripheral manufacturers. That was the whole reason for eliminating the royalty fee. Meaning they’re not interested in creating some new interface that only works with their hardware.

Motherboard manufacturers are free to add TB controllers to AMD systems. Those systems can then work with TB peripherals from any other manufacturer. No Intel lock-in required.
 
Last edited:
Ok, but what does have to do with being “open”? Intel is actively encouraging TB adoption by peripheral manufacturers. That was the whole reason for eliminating the royalty fee. Meaning they’re not interested in creating some new interface that only works with their hardware.

Motherboard manufacturers are free to add TB controllers to AMD systems. Those systems can then work with TB peripherals from any other manufacturer. No Intel lock-in required.
Yes, they are free to add Intel TB4 controller to AMD systems. AMD however doesn't have option to put TB4 controller in their CPUs or chipsets. Or MediaTek to make competing discrete TB4 controllers etc etc.
 
Yes, they are free to add Intel TB4 controller to AMD systems. AMD however doesn't have option to put TB4 controller in their CPUs or chipsets. Or MediaTek to make competing discrete TB4 controllers etc etc.

Why does it matter who makes the TB4 controller? The point is that anyone can buy the controller and build a TB4 capable motherboard and it doesn’t need to be an “Intel PC”. TB4 isn’t some proprietary interface that can only be used by Intel devices.

In case you missed it this conversation is about a hypothetical Intel strategy to create a proprietary device interface that can only be used by its CPUs and GPUs and therefore push competition out of the market. The point is that they’re currently doing the exact opposite.
 
Yes, it's called USB4 now. However Intel hasn't made public any such plans for TB4 where they're currently at or future revisions
What's the significant difference between USB4 and TB4 except for tighter mandatory specifications, which you can enforce only, if you own an ecosystem?

As far as I've seen from the respective wikipedia articles, there's mandatory PCIe-tunnel of 32 Gbps for TB4, which is optional at this speed for USB4 and TB4 uses some vt-d functionality to improve security against physical DMA attacks.
 
TB4 doesn't use PCIe 4.0?
Decreasing the performance hit on eGPUs should have been TB4's main feature..
 
Back
Top