The shocking industry cooperation case between Intel and GPU Dragon Head NVIDIA (Nvidia) has triggered a widespread discussion on whether Intel will obtain NVIDIA foundry orders and whether the blueprint of existing products will change as a result....
The shocking industry cooperation case between Intel and GPU Dragon Head NVIDIA (Nvidia) has triggered a widespread discussion on whether Intel will obtain NVIDIA foundry orders and whether the blueprint of existing products will change as a result. However, Intel has clearly stated that this cooperation with NVIDIA will not change its existing product development blueprint, but will inject new vitality and possibilities into its product lines in the form of "addition". In addition, in terms of OEM, both companies will continue to cooperate with their partner Taiwan Power.
At the reporter meeting of Intel executive director Chen Liwu and NVIDIA executive director Huang Renshaw, who was released after the cooperation news was released, the core message Chen Liwu sent was that NVIDIA's GPU chip set will be the "add" (add) of its product Intel, not "replace". As for the part of the Crystal Foundry, Huang Rensha said that NVIDIA and Intel are both successful customers of Telco, which is also a world-class foundry manufacturer that can meet various needs. The magic of taiwan is indescribable. But now, NVIDIA's cooperation with Intel will focus entirely on creating CPUs for data centers that can connect to NVIDIA's artificial intelligence ecosystem. Intel Executive Chairman Chen Liwu pointed out that both sides still respect NT$ and will continue to cooperate with them. Intel will still be committed to the development of the Intel 18A and 14A to see if it can be put into use in the future.
Therefore, the key content of this cooperation includes NVIDIA's strategic investment of up to $5 billion in Intel. More technically, NVIDIA plans to supply Intel with its leading RTX GPUs, which will be integrated into Intel’s central processors (CPUs), a highly strategically tech alliance between more than two semi-conductor giants.
However, after this cooperation case emerged, the outside world immediately focused on the two potential impacts it may bring. First, due to the additional features that RTX GPUs can provide, cooperation has the potential to reshape Intel's mobile product blueprint for notebook computer chips. Second, some points believe this may threaten the Arc graphics core that Intel is currently developing aggressively, including its standalone discrete GPUs product lines and integrated chips.
Regarding these market doubts, Intel clearly pointed out that there is no discussion on specific product blue pictures at present, but this cooperation is a supplement to Intel blue pictures, and Intel will continue to provide GPU products. Although the outside world is still questioning whether the future development of Arc graphics core can continue to develop, partly because Intel's voice calls "continued" to provide GPU products, which sounds slightly vague. However, Intel has shown a more determined stand in terms of mobile product development, and emphasizes that the blueprints of mobile product familiar to consumers will remain unchanged.
According to Intel's current public product blueprint, its next generation main processor, "Panther Lake", is expected to debut in fall 2025 and may start shipping in early 2026. Intel has been discussing the chip for months and there is no sign that these plans will change. In addition, Intel has also publicly disclosed "Nova Lake", which is positioned as a future mobile processor in the next generation, is expected to be found in late 2026 and may enter the pencil-type computer market in early 2027. These established plans will continue to be based on the original schedule and will not be affected by cooperation with NVIDIA.
In addition, the core message from Intel is that any results generated by cooperation with NVIDIA will be "additive". This means that Intel's product blueprint will add additional products instead of replacing existing plans. These new product expectations will be premium products for consumers, gamers, creators and business markets. Marketers said this sounds like Intel may add a high-level version or additional option to its existing product line. For example, the first-generation Meteor Lake series Core Ultra chips were designed to carry specific GPU chips. Therefore, consumers may imagine that in the future Intel might launch a processor whose GPU chipset can be selected from Intel's own Arc chips, or an alternative designed by NVIDIA. However, whether this possibility can be realized and how it will be implemented is still unknown.
Huang Renxian finally revealed that Intel and NVIDIA have been working on this strategic cooperation case for about a year. Although the cooperation has been underway for a while, it is currently expected that there will not be much detailed information about future products in the short term. In addition, when it comes to concerns about whether US President Trump may play a role after the cooperation case, whether Huang Renshi recognized this statement, saying that the Trump administration has not participated in this cooperation at all. But Huang Rensheng emphasized that the US government will certainly support it. And, today I told Lutnik, Secretary of Commerce (USA) that he was very excited about the cooperation between the two American companies.
