The questions that I have are:
1. Will we be seeing a whole new line of Motherboards with ATI chipsets?
2. What is the future for Nvidia chipset Motherboards?
3. Is Intel going to turn around and buy Nvidia?
1. ATI will be the leading supplier of chipsets for AMD. I haven't read any of the financial analyses about the merger, but I would guess that AMD is really interested in chipsets to push their CPUs.
This is an aboutface from several years where AMD only produced a couple of chipset to get sales of CPUs rolling. Then as other companies rolled out their own chipsets for Athlon CPUs, AMD quietly stopped producing thier own. This made AMD dependant on other companies to help it sell it's CPUs.
With the purchase of ATI, AMD can now suppy chipsets for their own CPUs and have a hand at quality and featureset control. No longer will AMD be dependant on other companies the drive the success of their CPUs.
It is possible that ATI will no longer make chipsets for Intel CPUs. If so, then they will probably license future graphics technology to Intel. Intel is currently licensing the Crossfire technology from ATI, that's why upcoming Intel chipsets can support Crossfire mode.
It seems people are pissed off that Intel's chipset does not support SLI, but nVidia decided not to license that technology to Intel.
2. nVidia will continue to make chipsets for both AMD and Intel. Not everyone who will have an AMD will want to stick Crossfire mode only.
3. It is unlikely Intel will acquire nVidia in my opinion. Intel is not really in the gaming GPU side of the business. Their IGPs are really meant for businesses that do not require a powerful GPU for gaming. They are interested in cost effective solutions for their employees to do their work.
Since Intel produces their own chipsets, they don't need to acquire nVidia. Their chipsets have traditionally been pretty stable.
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I think nVidia will see increased competition for chipset and IGPs on the AMD front, but they will still have a presence. nVidia should still be able to thrive as a standalone company as long as they have a diversified product portfolio such as video chips for PDAs and cellphones.