"Intel will collaborate with Nvidia to design CPUs with Nvidia's NVLink high-speed chip interconnect, it said Thursday - just months after committing to co-develop a competing interconnect, UALink, with AMD, Broadcom, and other tech companies. The two have also agreed to "jointly develop multiple generations of custom data center and PC products," they said in a joint statement. Nvidia will invest $5 billion in Intel stock as part of the agreement, they said."
"The focus on Nvidia's NVLink raises questions about what will happen to the multi-vendor commitment announced in April for UALink. That effort to deliver an alternative to NVLink was supported by 75 companies, including Intel, AMD, Broadcom, Cisco, Google, HPE, Meta, Microsoft and Synopsys. Anshel Sag, a principal analyst with Moor Insights & Strategy, said it's unclear whether Intel will continue to support UALink in the long term."
Intel will collaborate with Nvidia to design CPUs using Nvidia's NVLink interconnect and will jointly develop multiple generations of custom data center and PC products. Nvidia will invest $5 billion in Intel stock as part of the agreement. The move follows Intel's prior commitment to co-develop UALink with AMD, Broadcom and other companies, raising questions about UALink's long-term support. The UALink effort was backed by 75 companies. Analysts say Intel may continue to support UALink in the short term until the Nvidia partnership materializes, and that both interconnects can coexist in the market. Enterprise impacts on chip availability, pricing and functionality remain unclear, though concerns about Intel's near-term viability have eased.
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