NVIDIA only spent $5 billion to "win" Intel, allowing it to customize data center x86 CPUs and integrate RTX GPUs into consumer-level x86 CPUs. This will inevitably have a huge impact on the future product roadmaps of both parties, but Intel has made it clear that it will not give up its Ruixuan GPU.
So, now that NVIDIA has better x86 CPUs in the data center and AI markets, will it weaken or even abandon its existing Arm CPUs? Not even competing for the PC market anymore?
Huang Renxun was also asked this question during an interview during the joint press conference.
This is what he said:"Of course, we have been building Arm processors, such as the latest Thor, for robots, and of course for autonomous driving. We also have a new Arm processor called the N1 series, which will enter the DGX Spark desktop AI supercomputer and many other products. We are very excited about the future Arm product roadmap, and (investing in Intel) will not affect its development at all."
Obviously, NVIDIA will not put its eggs in one basket, and it is not its own basket. Arm-based CPU products will still continue to develop.
Huang Renxun's words also confirm that the N/N1X processor for notebooks and the GB10 processor for desktop workstations are actually the same thing. They are both based on the dual architecture of Arm GPU and Blackwell GPU, but there are slight differences in specifications and positioning.
GB10 workstations are being launched one after another, and are benchmarked against the AMD Strix Halo series. The advantage is that the CUDA ecosystem is invincible, but the disadvantage is that it is more expensive, generally costing 30,000 to 40,000 yuan.
The N1 series notebooks are said to have been postponed to the end of next year, and the progress is not going well. It is too difficult to meet the consumer ecology in this regard. Qualcomm Snapdragon also faces the same problem, which is almost a misunderstanding.
in additionIn the field of data center and AI, NVIDIA also has its own CPU processor to match AI GPU, now it is Grace, and the next generation is Vera.
