NVIDIA made a big announcement a month ago, that is, it will invest US$5 billion in Intel. Not only will it become one of the company's important shareholders, but it will also jointly develop chips such as AI and x86. Considering the situation of the two companies in the past few decades, this news really shocked the industry. The two companies had cooperated in the past, but in the past ten years they have been direct competitors.NVIDIA CEO Huang Renxun also previously said that Intel has been trying to eliminate NVIDIA for 33 years.
In the cooperation plan between the two, NVIDIA will customize Intel's CPUs for use in its own AI platform. NVIDIA is responsible for this part, and Intel is the supplier.
On the other hand, Intel will also integrate NVIDIA's GPU and launch RTX GPU SoC processor. In this part of the agreement, NVIDIA is the supplier, and Intel is responsible for integration and sales.
Regarding this cooperation, Intel CEO Chen Liwu also responded at the Q3 financial report meeting. He said that this is a very important cooperation. NVIDIA is a great company. He and Huang Renxun have been friends for more than 30 years.
Chen Liwu said,Intel is excited about x86 CPU leadership and unparalleled AI efforts connected through NVLink, which will create entirely new product categories,This is a very important engineering project that will promote the development of new products for customizing data centers and PC products and optimizing them for the true AI era.
Judging from his statement, Intel has a high opinion of the products jointly produced by the two parties, and has high expectations for both the AI and PC markets. It is a brand new product category and they are excited about it.
Of course, neither Intel nor NVIDIA mentioned when the jointly developed products will be in question. Previous analysis believed that it is unlikely to appear before 2027. PC players can look forward to it. After all, NVIDIA has integrated RTX 5070-level GPUs into SoC processors on ARM. If there is a Core processor integrating RTX 6070-level performance in 2027, it will definitely kill everyone.
