In September this year, Intel announced its cooperation with NVIDIA, planning to jointly design and build customized x86 chips in the data center and client fields.Intel will integrate RTX GPUs into PC-side x86 SoCs to challenge AMD's Ryzen AI MAX and other products. AMD's initial response to the collaboration was that it was confident in its product lineup and promised to continue to provide disruptive technology.
However, in a recent statement to CRN, AMD acknowledged the serious challenges posed by this cooperation. When discussing the cooperation, AMD concluded:
“AMD considers (Intel-NVIDIA) strategic collaborations, acquisitions and business collaborations between competitors as part of the economic and strategic risks.Such collaborations could increase competitive and pricing pressure on our products, which could have a material adverse effect on our business, financial condition and profits. "
Although AMD's concerns are reasonable, the industry generally believes that Intel-NVIDIA's customized products are still several years away from being truly launched. Intel is not expected to launch its first Nova Lake-AX Halo-level chips until 2026-2027, while NVIDIA's N1 series AI PC products are expected to be launched next year.
AMD is also developing an updated version of Strix Halo for next year, and production has been fully accelerated.
