the two companies have been quietly working together for almost a year on fusing x86 CPUs with RTX and data center GPUs through NVLink. The result? Actual system-on-chip designs that could finally break the PCIe bottleneck that's been holding back AI servers.
Intel will also be using NVIDIA graphics chiplets in consumer products such as integrated graphics for laptops.
Apparently Intel will continue efforts with own Intel Arc graphics series.
PCIe bottleneck that's been holding back AI servers
Look at what people use ChatGPT for. Looks like advanced WebMD.
NVIDIA needs to hire the Intel Arc marketing team because https://youtu.be/n6LSJcV5Vco is still a better promotional video than anything they've released.
fusing x86 CPUs with RTX and data center GPUs through NVLink
They're integrating NVLink into Xeon cores. Xeon is still the data centre favourite despite Nvidia trying to push ARM chips further and further. If you can't beat 'em, join 'em I guess is the stance.
Nvidia has also been working with SSD companies to give faster drives, because PCIe is again a bottleneck there for them.
Intel will also be using NVIDIA graphics chiplets in consumer products such as integrated graphics for laptops.
Cutting AMD off at the pass, something to compete with AMD's AI Max+ chips presumably. At least this will hopefully push AMD to start putting better GPU tech into their iGPUs (instead of their really expensive 395+ still having RDNA 3.5)
In any kind of normal world, this would raise really big questions about competition in the market. However since the US government owns a stake in Intel and everyone is getting rich of Nvidia's shareprice going to the moon, it likely won't be stopped.
I also wonder if Intel is looking to directly compete with Apple's MacBook line. Perhaps this could be the first time we see an Intel mobile processor with a memory bus wider than 128bit?
Edit:
In any kind of normal world, this would raise really big questions about competition in the market.
I suspect this won't be an issue…
PCIe bottleneck? HBM has been the bottleneck.
this is just to fill the US's ""investment"" and please trump.
This is just a panic scam by Nvidia to entangle itself with a company the US deems immortal like Boeing. Doing so entrenches Nvidia into every US digital strategy even though it has shady foreign ties.
Anti Trust laws and govts should be stopping this kind of crap.
We need healthy competition in the marketplace not ~monopolies.
This is likely a side bet for nvidia. Intel needs this more than nvidia does.