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dustbunny

I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well.

It's like "if your going to sell chips to China, you have to spend some of the money funding non-Chinese tech".

Nokia's capabilities to deliver 5G networks is a direct competitor to Huawei, right?

Is Nvidia functionally an strategic hedge fund of the US Government? Would this fall under Jeffrey Sach's realm?

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>I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well.

They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly.

> They definitely did, Intel existing is probably an issue of national security at this point, if Intel fell then there'd be the risk of some other nation's company being part of the duopoly.

Mind elaborating? Who are the players in the duopoly?

Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.

Or they could be referring to the Wintel monopoly (Windows+Intel), or the x86 duopoly (Intel+AMD), or the FPGA duopoly (Altera=>Intel + Xilinx=>AMD)...

Let's not forget GloFo although they are more interested in bulk at this point.mm

Global Foundries sent their EUV machine back (and paid a fat restocking fee to do it), they've stopped trying to compete at the leading edge of logic processes.

SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.

We currently have an all American oligopoly on the CPU market - Intel, AMD, Apple(ARM) and Qualcomm(ARM).

There's hardly any non-American CPU designers out there

I'm not sure why Arm is in parenthesis twice, when it's a full-blown, non-American CPU designer on whose coat-tails Apple and Qualcomm have been riding.

Risc-V moved HQs to be a non-American CPU designer, but perhaps you don't find them credible (yet).

Apple and Qualcomm only use ARM ISA at this point.

And no, Apple and Qualcomm are the standard setters in ARM these days. Should they drop ARM for something else... ARM will be on the same trajectory where MIPS ended up.

RISC-V is just an ISA standard, the standard body is not a CPU designer in any shape or form.

Not a direct competitor, they are at a No3 slot behind Ericsson with a small global footprintmainly concentrated in NorthAmerica and some EU markets. However most of the 5G/5G+ patents are Huawei owned and FRAND so in any case the entiti in the drivers seat is H , thas why even the whole OpenRAN project didnt get far. Most likely like you surmiseits a geo-political hedge play.

Correct if I am wrong, but it is also noted that most essential 5G related patents are held by trio of Qualcomm, Ericsson and Nokia.

Yep the big three plus Huawei with a bit of an edge on them with te standard essential patent , that they collaborate in a pool with.Although in the matter of mobile modems/radios Qualcomm has an edge over all the others - not so much in the backend/longhaul telco space. Additionally if i recall most of the 6G stuff is being pushed by Huawei since most of it rests on the current 5G/5G+ work.

I get that they are now involved and contribute to 5g. But its pretty shameful how huawei had acquired the ability to do so.

https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvem...

https://www.bloomberg.com/news/features/2020-07-01/did-china...

https://www.politico.com/news/2020/02/13/us-charges-huawei-w...

These are articles are basically all speculation with no solid evidence.

Nortel was dying way before Huawei got involved.

Yes, worked there and can confirm Nokia (previously known as Alcatel Lucent) is Cellphone infastructure.

> I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well.

If you wanted something in the x86 space it was either Intel or AMD. AMD is a direct competitor. If I was Nvidia I'd have done something about Intel. At least stop them from crashing further.

Do you mean David Sacks, the AI czar?

Yes, sorry

> I wonder if they did here as well

Interesting. Trump and the Finnish President meet a few weeks ago and explicitly discussed Nokia: https://www.youtube.com/watch?v=1XmnKjx3LYw

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