Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?

AMD can block Intel acquisition but could negotiate strategic benefits.

: AMD possesses the right to block Intel's acquisition due to a cross-license agreement on x86. For allowing a deal, AMD could consider strategic gains from Broadcom, Intel's potential buyer, such as collaboration against Nvidia and support for AMD's ventures, like ZT Systems. AMD's demands would offer strategic value potentially cost-effective for Broadcom. The scenario presents challenges and opportunities in Intel's potential acquisition.

AMD holds blocking rights against Intel's acquisition through an x86 cross-license agreement allowing either party to cancel the deal. This provision creates negotiating potential for AMD in discussions with prospective buyers like Broadcom, despite the significant threat a revitalized Intel would pose under Broadcom's leadership.

In a theoretical scenario, AMD might leverage its position for strategic benefits from Broadcom beyond monetary compensation, aiming for collaboration in their mutual interests against Nvidia. This could include helping AMD in networking initiatives and promoting AMD's AI accelerators, aligning incentives against shared competitors.

AMD could also seek assurance on Altera's future, preferring more Xilinx products be incorporated by Broadcom, thus ensuring continuity and collaboration. These demands could yield meaningful strategic value for AMD, illustrating the complexity involved in hypothetical Intel acquisition negotiations and demonstrating few buyers can provide comparable benefits.

Intel acquisitionx86 licensetech industry