NVIDIA throws an Intel lifesty

Nafidia has I announced today You will invest $ 5 billion in Intel as part of a new cooperation between the two companies. In a statement, NVIDIA said it would work with it sick A competitor to “Developing multiple generations of dedicated data and computer products.” The partnership will focus on “integrating the leading graphics processing units in NVIDIA and AI slices with the X86 CPU. Some of this work will depend on the NVLINK use, the current NVIDIA system for marriage from the CPU X86 with its silicone in the huge data center settings. Intel will also be assigned to build” NVIDIA-Custom X86 CPU ” To integrate with AI products for the last company.

And the most exciting thing for consumers, however, the news “will” build “what is described as” x86 system on chips (SOCS) that merge Nvidia RTX GPU Chiplets. “The quote says,“ RTX Soxs will run a wide range of computers that require the integration of the global -level central processing units and GPU. Now, it is not clear whether this means the end of Silicone internal graphics in Intel, or whether it will be built in your own Intel. But the consequences of such a step may be wide if the focus on expanding the range of access to GPU technology High -end in Nvidia.

The statement includes personal notes from both CEO of Nvidia Jensen Huang, who says the CPUS X86 of Intel with AI technology in NVIDIA. Intel CEO Tan lipMeanwhile, she says that the deal will combine its knowledge of the CPU, the “technique of the process, manufacturing, and advanced packaging capabilities” with NVIDIA. If we take it at the nominal value, NVIDIA may have chosen the use of the Intel Museum – making chips for third parties – to create some of its silicone. But given Antel, she was struggled to find clients for this work, and the frequent failure of its ability to build it king Chips, we will be interested in seeing how all this vibrates. Especially if NVIDIA, for much lower than the cost of buying Intel explicitly, has mainly turned its former competitor into a sales front for its own technology.

Intel driving space has been eroded in the world of chips over the past two decades, as the momentum turned towards its competitors. It has developed, then passed, the EUV manufacturing technology that enables the chips in most smartphones and GPU. She had the opportunity to invest and cooperate with Openai in 2017, but she passed this, and thus lost her shot with the mutation of artificial intelligence. Of course, its own Geometric momentum Summary because it became difficult to make faster chips with its old operations while the TSMC recorded, which went to EUV, a galaxy of blue chips like Apple, Qualcomm and NVIDIA. Then I launched Intel and then CEO Bat Gilgringer At the end of 2024, which was widely known as the only figure that could have pulled Intel from the edge of the abyss. At the same time, competitors like Qualcomm and arm I started to spin in the hope of buying some or all the company.

While Intel witnessed its decrease in its health revenues in the past, NVIDIA has it I saw profits record On the back of the mutation of artificial intelligence.