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The Exiled · 18.09.2025., 13:39

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nVidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs, also custom data center x86 processors — nVidia buys $5 billion in Intel stock

Citiraj:

In a surprising announcement that finds two long-time rivals working together, nVidia and Intel announced today that the companies would jointly develop multiple new generations of x86 products together. The products include x86 Intel CPUs tightly fused with an nVidia RTX graphics chiplet for the consumer gaming PC market, named the ‘Intel x86 RTX SOCs.’ nVidia will also have Intel build custom x86 data center CPUs for its AI products for hyperscale and enterprise customers. nVidia also announced that it will buy $5 billion in Intel common stock at $23.28 per share. We spoke with nVidia representatives to learn more details about the company’s plans.

nVidia emphasized that the companies are committed to multi-generation roadmaps for the co-developed products, which represents a strong investment in the x86 ecosystem. However, nVidia tells us it also remains fully committed to its other announced product roadmaps and architectures, including for its Arm-based GB10 Grace Blackwell processors for workstations and the nVidia Grace CPUs for data centers and the next-gen Vera CPUs. nVidia says it also remains committed to products on its internal roadmaps that haven’t been publicly disclosed yet, indicating that the new roadmap with Intel will merely be additive to its existing initiatives. For the PC market, the Intel x86 RTX SoC chips will come with an x86 CPU chiplet tightly connected with an nVidia RTX GPU chiplet via the NVLink interface. This type of processor will have both the CPU and GPU units merged into one compact chip package that externally looks much like a standard CPU, rivaling AMD’s competing APU products.

This type of tight integration packs all the gaming prowess into one package without an external discrete GPU, providing power and footprint advantages. As such, these chips will be heavily focused on thin-and-light gaming laptops and small form-factor PCs, much like today’s APUs from AMD. However, it’s possible the new nVidia/Intel chips could come in multiple flavors and permeate further into the Intel stack over time. Intel has worked on a similar type of chip before with AMD; however, there is at least one significant technical difference between these initiatives. Intel launched its Kaby Lake-G chip in 2017 with an Intel processor fused into the same package with an AMD Radeon GPU chiplet, much the same as the description of the new nVidia/Intel chips.

Intel will fabricate custom x86 data center CPUs for nVidia, which nVidia will then sell as its own products to enterprise and data center customers. However, the entirety and extent of the modification are currently unknown. We do know that nVidia will employ its NVLink interface, which tells us the chips could leverage nVidia’s new NVLink Fusion tech that enables custom CPUs and accelerators to enable faster, more efficient communication with nVidia’s GPUs than found with the PCIe interface. Intel has long offered custom Xeons to its customers, primarily hyperscalers, often with relatively minor tweaks to clock rates, cache capacities, and other specifications. In fact, these mostly slightly-modified custom Xeon models once comprised more than 50% of Intel’s Xeon shipments. Intel has endured several years of market share erosion due to AMD’s advances, most acutely in the hyperscale market. Therefore, it is unclear if the 50% number still holds true, as hyperscalers were the primary customers for custom models.

Izvor: Tom's Hardware

Laganih 5 milijardi za Intel dionice, dok nVidia muku muči s Kinom koja se sve više oslanja na vlastita rješenja.

Citiraj:

Alibaba, ByteDance, and other Chinese technology companies are barred from purchasing nVidia’s latest AI chips custom-made for China. The Cyberspace Administration of China (CAC), the country’s top internet regulator, has reportedly banned its biggest tech companies, including ByteDance and Alibaba, from buying nVidia’s AI chips.