I wonder how this would affect someone that, say, wanted to license Imagination IP and fab a DXTP-based GPU at an Intel plant. Would Nvidia want Intel to say no? Would that be grounds for an anticompetitive lawsuit, or would Nvidia be in the clear if they're partially owners?
Also, I wonder if Nvidia's goal here is moreso Intel's fabs to try to compete with AMD on price given AMD would still be using TSMC, even if they have to prop them up for more competitive nodes.
I will say, kind of a shame. I'm interested in picking up something ARC for video rendering but it looks like that'll have to stay on Alchemist forever given Battlemage is midtier only and Celestial is put up in the air by this development.