Asst. Managing Editor
Probably not, but given how Intel integrated OmniPath directly into some of its Xeon CPUs, I guess we can't rule that out.Are we going to see some special VGA & Network card variant?
No, I think they're moving on. The PC market is projected to continue shrinking, while datacenter is growing. Intel is increasingly a competitor (esp. when they introduce their own dGPUs), so Nvidia probably wouldn't want to keep enabling them, anyhow.do you think Nvidia is still pissed at Intel for them refusing to let Nvidia make chipsets for Intel bases mothrboards?
What is an "activist investor group", and why are they concerned about to whom a company decides to sell themselves?Mellanox recently came under fire from activist investor group Starboard Value, which criticized the company for passing over a buyout offer from Marvell. Mellanox appeased the group by appointing three new members to its 11-member board.
If a company gets bought out that's usually a good thing for the shareholders of that company. If Mellanox passed up a good buyout opportunity the shareholders may have been upset. Starboard Value is hedge fund that owns a 10.7% stake in Mellanox, and clearly they weren't happy with the decision. I doubt it's that Starboard preferred they get bought by Marvell over Nvidia, they just want to get the best price (and maybe they didn't know the Nvidia deal was coming down the pike at that point).This stuck out to me, and I'd love some clarification:
What is an "activist investor group", and why are they concerned about to whom a company decides to sell themselves?
Although, these might be bigger questions than can be addressed here...