"In a development that surprised many in the technology sector, Nvidia and Intel have revealed plans to jointly design and produce multiple generations of processors that merge Intel's x86 architecture with Nvidia's RTX graphics technology. Alongside this collaboration, Nvidia has also invested $5 billion into Intel, acquiring a roughly 5% ownership stake. The move marks a strategic alignment between two companies often seen as competitors and signals a significant restructuring of how central and graphics processing may evolve in both consumer and enterprise markets."
"Nvidia and Intel have often operated in overlapping but distinct segments of the semiconductor industry. Intel, with its dominance in CPUs, and Nvidia, leading in GPUs, have traditionally been viewed as rivals. This collaboration brings together their expertise in processor and graphics technology, establishing a joint roadmap for multi-generation x86-based system-on-chips (SOCs) that integrate RTX graphics capabilities. Such SOCs are intended to serve the gaming PC market, while separate custom x86 processors developed for Nvidia will be aimed at data centers and AI-driven workloads."
Nvidia and Intel will jointly design and produce multiple generations of processors that combine Intel x86 CPU technology with Nvidia RTX graphics. Nvidia invested $5 billion to acquire approximately a 5% stake in Intel as part of the partnership. The collaboration establishes a roadmap for x86-based system-on-chips that integrate RTX GPU chiplets for gaming PCs, while Intel will manufacture custom x86 processors for Nvidia’s data center and AI workloads. Integrated SOCs aim to improve performance efficiency, power management, and system cost-effectiveness. Target markets include gaming PCs, hyperscale cloud providers, and enterprise high-performance computing environments.
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