Daily Archives: 2025-09-18

Nvidia, Intel to co-develop “multiple generations” of chips as part of $5 billion deal

Source: Ars Technica

Article note: Nvidia has been _incredibly_ effective at using lucre from one hype cycle to buy competitive positions in other industries (best example: bought Mellanox to make them a credible player in HPC with cryptocurrency mining lucre), so this is interesting as a strategic signal. Or it's an international politics buying US influence thing. Or ARC is a long-term strategic threat they want to kill. Or...

In a major collaboration that would have been hard to imagine just a few years ago, Nvidia announced today that it was buying a total of $5 billion in Intel stock, giving Intel's competitor ownership of roughly 4 percent of the company. In addition to the investment, the two companies said that they would be co-developing "multiple generations of custom data center and PC products."

"The companies will focus on seamlessly connecting NVIDIA and Intel architectures using NVIDIA NVLink," reads Nvidia's press release, "integrating the strengths of NVIDIA’s AI and accelerated computing with Intel’s leading CPU technologies and x86 ecosystem to deliver cutting-edge solutions for customers."

Rather than combining the two companies' technologies, the data center chips will apparently be custom x86 chips that Intel builds to Nvidia's specifications. Nvidia will "integrate [the CPUs] into its AI infrastructure platforms and offer [them] to the market."

Read full article

Comments

Posted in News | Leave a comment