Intel to produce X86 chips with NVIDIA RTX GPU chiplets

[Grim5]

Is this why Intel share price has just rocketed?

Yes

 

[RBImGuy]

Intel is in big trouble.
They have hated nvidia for decades and then somehow this is made signs Intel is in trouble.
50% server space atm only and losing more is why

 

[Dave2150]

Why do you want it to be game over for AMD?

The last time AMD didn't do so well we basically had quad cores for a decade and Intel locking out overclocking for most chips.

Also this pretty much ends Arc too,so even less competition in the dGPU market.

I don't want it to be game over for AMD. I want AMD/Intel to be neck and neck, forcing each other to release yearly new flagships with 10%+ IPC like we used to get years ago. This would be fun and exciting.

Sadly we have to face reality in life, it doesn't matter how much you want something, what matters is what's actually happening.

Intel laptops/mini PC's with Nvidia RTX graphics, software stack, DLSS, Gsync in one ultra low power device just cannot be competed with - it's too good to give up.

Even desktop gaming CPU's with Nvidia iGPU will be very difficult to pass up on - Nvidia mind/market share is so strong that these will be the default option for the majority.

Also bear in mind Intel already have a significant advantage in mobile with ~20w lower idle power usage, which is critically important for battery life. Couple this with Nvidia GPU efficiency...

 

[RavenLunatic]

I think its just a ploy to remove Intel from the desecrate GPU market before they get started. Can't see Intel investing in R&D for ARC when Nvidia own a chunk of them.

 

[KompuKare]

As usually on a hobbyist and gaming forum, people are probably attaching a far too high importance to the gaming market.

This is mostly about other things.

Server chips, server GPUs, AI, AI, AI etc.

Looking patriotic to very unpredictable American administration which loves to wave flags.

Laptops, distantly followed by desktops are very likely a very distant focus.

Plus at this point $5 billion is pocket change to Nvidia.

As for this driving down prices due to increased competition? Well have Nvidia ever reduced pricing? Have Intel ever embraced competition?

Using NVlink to lock down server CPUs and GPUs is a far more likely thing. Latter do the same for desktop GPUs. That might get scrutinized by monopolies commissions worldwide. The American regulators well be almost totally toothless by then, the others might throw obstacles in the way.

Now what this means for Intel ARC and their GPU efforts? Nothing good but current Intel CEO was probably going to axe most of that anyway regardless of this.

Also implies that Nvidia's ARM dreams may be over soon. Despite them pouring billions into them over the years.

 

[tamzzy]

Are/should we expect something so soon?
It took amd/Radeon the best part of a decade to get something sensible into the market...

 

[BS Dave]

As usually on a hobbyist and gaming forum, people are probably attaching a far too high importance to the gaming market.

This is mostly about other things.

Server chips, server GPUs, AI, AI, AI etc.

Looking patriotic to very unpredictable American administration which loves to wave flags.

Laptops, distantly followed by desktops are very likely a very distant focus.

Plus at this point $5 billion is pocket change to Nvidia.

As for this driving down prices due to increased competition? Well have Nvidia ever reduced pricing? Have Intel ever embraced competition?

Using NVlink to lock down server CPUs and GPUs is a far more likely thing. Latter do the same for desktop GPUs. That might get scrutinized by monopolies commissions worldwide. The American regulators well be almost totally toothless by then, the others might throw obstacles in the way.

Now what this means for Intel ARC and their GPU efforts? Nothing good but current Intel CEO was probably going to axe most of that anyway regardless of this.

Also implies that Nvidia's ARM dreams may be over soon. Despite them pouring billions into them over the years.

Oh no, an Nvidia/intelAPU for £750 must resist!!

 

[TrixP10]

Are/should we expect something so soon?
It took amd/Radeon the best part of a decade to get something sensible into the market...

no

 

[TrixP10]

As usually on a hobbyist and gaming forum, people are probably attaching a far too high importance to the gaming market.

This is mostly about other things.

Server chips, server GPUs, AI, AI, AI etc.

Looking patriotic to very unpredictable American administration which loves to wave flags.

Laptops, distantly followed by desktops are very likely a very distant focus.

Plus at this point $5 billion is pocket change to Nvidia.

As for this driving down prices due to increased competition? Well have Nvidia ever reduced pricing? Have Intel ever embraced competition?

Using NVlink to lock down server CPUs and GPUs is a far more likely thing. Latter do the same for desktop GPUs. That might get scrutinized by monopolies commissions worldwide. The American regulators well be almost totally toothless by then, the others might throw obstacles in the way.

Now what this means for Intel ARC and their GPU efforts? Nothing good but current Intel CEO was probably going to axe most of that anyway regardless of this.

Also implies that Nvidia's ARM dreams may be over soon. Despite them pouring billions into them over the years.

yep, a business arrangement. All to do with GPU / CPU link. Intel / Nvidia have agreed to bury the hatchet as Nvidia needs to expand Nvlink aka x86 CPU's.
Nvidia is actually worried about AMD's up and coming open rack scale Helios.
Nvidia needs Intels x86 inter connect

AMD's AI Future is Rack Scale 'Helios'

Key Announcements from AMD Advancing AI 2025

morethanmoore.substack.com

good luck waiting for your Nintel desktop folks

 

[welshrat]

Not sure it's the end of AMD as they currently have the console industry sown up and their APUs are very well established. It certainly spices the industry up though, and with AMD starting to make very good gpus again and now this collaboration between Intel and Nvidia, we will likely see some very powerful consoles, laptops and APUs.

 

[TrixP10]

Not sure it's the end of AMD as they currently have the console industry sown up and their APUs are very well established. It certainly spices the industry up though, and with AMD starting to make very good gpus again and now this collaboration between Intel and Nvidia, we will likely see some very powerful consoles, laptops and APUs.

maybe AMD should wait for Intel to catch up then?

 

[shamus21]

looks like Eol for the current ARC Gpu`s.