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Intel to produce X86 chips with NVIDIA RTX GPU chiplets
- Thread starter Dave2150
- Start date
Yes
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...
Associate
- Joined
- 18 Dec 2008
- Posts
- 522
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.
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.
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!!
no
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
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.
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maybe AMD should wait for Intel to catch up then?
After sinking billions into ARC and now probably "doing an Intel" (i.e abandon it like they have done to everything which wasn't x86 over the decades), ARC's two biggest problems remain drivers - especially anything not mainstream or recent - and perf/transistors.
The latter we consumers we may not have noticed aside from how it translated into perf/power, but it did mean that even if Intel was prepared to let ARC be a loss leader to break into the market (and with their current overall losses that was looking far less likely), the poor perf/transistors makes far harder.
For Nvidia the goal must surely be most NVlink and server chips. Any iGPU stuff must be what Intel gets. And since the new CEO is a cutter, that does make cutting the ARC team right down very likely.
I guess the second thing Intel gets is some kind of a footnote whenever AI is mentioned.
With Nvidia's carefully cultivated decades old reputation of not getting along with anyone and Intel's culture and hybris, I do wonder if this will be all smooth sailing.
Still I was previously quiet surprised about Nvidia's joint thing with MediaTek - although there may be some blame gaming and finger pointing there ATM.
The latter we consumers we may not have noticed aside from how it translated into perf/power, but it did mean that even if Intel was prepared to let ARC be a loss leader to break into the market (and with their current overall losses that was looking far less likely), the poor perf/transistors makes far harder.
For Nvidia the goal must surely be most NVlink and server chips. Any iGPU stuff must be what Intel gets. And since the new CEO is a cutter, that does make cutting the ARC team right down very likely.
I guess the second thing Intel gets is some kind of a footnote whenever AI is mentioned.
With Nvidia's carefully cultivated decades old reputation of not getting along with anyone and Intel's culture and hybris, I do wonder if this will be all smooth sailing.
Still I was previously quiet surprised about Nvidia's joint thing with MediaTek - although there may be some blame gaming and finger pointing there ATM.
Soldato
- Joined
- 13 Sep 2010
- Posts
- 2,568
Tbf though, if they knocked out i5-14400 and roughly 5060 performance in a single package, that'd be ok, even if it took a decent amount of cooling - Would make a mental (U)SFF system
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Genius move by the leather jacket, if Intel has agreed to abandon GPU and iGPU development. Pay $5B, which is nothing for a multi-trillion dollar company and get rid of one of the up-coming competitors in the AI/GPU space.
The Arc Pro B60 with 24GB for $599 can become a strong competitor for some AI workloads. Intel Arc Pro B50 16GB is "A Best-Selling Workstation GPU" currently.
If Intel switches to CPUs with RTX iGPU, it will save Intel a ton of money from GPU and driver development and will make their CPUs better (as the nVidia Windows drivers are usually the best). It will also cut into AMD APU sales (including those used in hand-held devices) - that's money that AMD can't spend on competing with nVidia in the AI space.
The Arc Pro B60 with 24GB for $599 can become a strong competitor for some AI workloads. Intel Arc Pro B50 16GB is "A Best-Selling Workstation GPU" currently.
If Intel switches to CPUs with RTX iGPU, it will save Intel a ton of money from GPU and driver development and will make their CPUs better (as the nVidia Windows drivers are usually the best). It will also cut into AMD APU sales (including those used in hand-held devices) - that's money that AMD can't spend on competing with nVidia in the AI space.
Nvidia (no mates) needs x86 interconnect. Apart from that Intel can burn in hell - just ask Jensen.
I beg to differ.
Doesn't Nvidia still have more driver overhead than Amd on their drivers ?
In terms of desktop builds, this isn't going to have any effect as most people still want a dGPU and dCPU.
In the laptop space this will make no real difference as well as most laptops that are being sold are still intel based anyway.
So for AMD this isn't as bad as it sounds for me
In the laptop space this will make no real difference as well as most laptops that are being sold are still intel based anyway.
So for AMD this isn't as bad as it sounds for me
I don't think he cares much about competition, he seems to have been very annoyed with the CPU market since about 2017, since then its not been going the way he wants it to.
He says he just wants things to be equal, he was happy when intel spent a decade knocking out quad core CPU's
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Anyway, the question is what do Nvidia get out of it? So far it seems that Nvidia have given Intel $5 Billion and in exchange Nvidia give Intel their GPU IP, Win Win for Intel and nothing for Nvidia, where is Nvidia's prise? What's the deal here? Is this a gradual takeover of Intel by Nvidia?
Also, yes as a result ARC is now dead. of course it is.
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