Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors

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



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. Additionally, Nvidia announced that it will buy $5 billion in Intel common stock at $23.28 per share, representing a roughly 5% ownership stake in Intel. (Intel stock is now up 33% in premarket trading.)
 
Intel needs this. They've been falling off for a while now and this will help them get back in the game. I also wonder if Nvidia isn't trying to offload some of the gaming market, which is no longer their primary focus.
 
It's probably a better deal for Nvidia than paying Intel licensing for x86 chips. And Intel needs all the help it can get.
 
Yeah I am wondering if this means the death of Intel ARC. That would be sad news
Yeah, I feel it's Intel giving up on GPU/AI accelerator ambitions, which seems short sighted.

I guess they are just trying to stay afloat. Wonder if this deal means Nvidia will be manufacturing its GPUs on Intel fabs in the future as well.
 
interesting, kinda feels like someone want's to have a console with nvidia chips but did not want to go ARM.
only better thing for consoles would be if we could get a Ryzen + RTX partnership.
 
Huh, this seems like a response to the MS/AMD parternship with Magnus. I now wonder what this would have looked like in the next Xbox.
 
Their collaboration with Mediatek for the totally-not-Windows-on-ARM chips (GB10 etc) is presumably stillborn then.
 
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Well this is terrible news, the last option for budget and true midrange gpus just instantly got obliterated. I was looking forward to b770 and beyond as a 300-400$ budget king. So we're back to Amd as the sole pretend competitor in the gpu market, simply great. I mean this might keep Intel alive but damn not great. It doesn't help that Nvidia gained even more influence and control over the tech market and now basically has a x86 license meaning possibility to dominate all markets.
 
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All signs point to yes.

Which is a shame.

Not necessarily, this is probably about producing a rival product to AMDs Strix Halo successor products in 2027, for laptops and handhelds.

Intel still needs large discrete GPU skills for their AI and Data centre markets.
 
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Does this mean Intel is giving up on their GPUs?

I don't think so. The announcement mentions the development of Intel SOCs with Nvidia GPUs.
Discrete GPUs and low-end APUs will likely continue to be Arc.
Work on the Linux driver has already appeared, indicating that the product is in an advanced stage of development.

 
Their collaboration with Mediatek for the totally-not-Windows-on-ARM chips (GB10 etc) is presumably stillborn then.
From the article:
But representatives tells us it also remains fully committed to other announced product roadmaps and architectures, including the company's Arm-based GB10 Grace Blackwell processors for workstations and the Nvidia Grace CPUs for data centers, as well as 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 existing initiatives.

Guess we'll see but I can't imagine Nvidia abandoning their CPU efforts just to make themselves dependent on Intel.
 
We are so back baby!

I guess the mediatek venture didnt reach Jensen high standards

Project digits is still mia.

Intel core + rtx seems a clear winner
 
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