NVIDIA will invest $5 billion in Intel’s common stock!

[KevinK]

I don't see this as an Intel Foundry endorsement.

Pretty explicit in press conference that this partnership is about end-product, not process or foundry relationship. Mostly about NVLink, and NVIDIA products that will be sold with X86 and Intel products that will be sold with NVIDA chiplet onboard.

 

[blueone]

It could limit Nvidia too, since they want the best server processor to go with their graphics chips, and it is doubtful that is Intel anymore. At least it is possible AMD has pulled ahead decisively. This JV may increase Nvidia costs compared to go-it-alone.

AMD is a viable datacenter GPU competitor, actually a very good one, and that may have tilted the scales to Intel as the partner.

 

[DanX]

This is huge.

 

[Brady]

AMD is a viable datacenter GPU competitor, actually a very good one, and that may have tilted the scales to Intel as the partner.

It’s definitely to shore up Intel in the x86 DC market to give Nvidia a stronger competitor against AMD’s “fully integrated” product line. Strategic defense/offense by Nvidia, and a huge upside win for Intel CPUs and Intel Foundry packaging business.

Now, where’s the Intel Foundry wafer customers…

 

[siliconbruh999]

Jensen said ARM has limitations that x86 doesn't have. Likely Software and bunch of HW stuff

 

[osnium]

It’s definitely to shore up Intel in the x86 DC market to give Nvidia a stronger competitor against AMD’s “fully integrated” product line. Strategic defense/offense by Nvidia, and a huge upside win for Intel CPUs and Intel Foundry packaging business.

Now, where’s the Intel Foundry wafer customers…

I would imagine everyone is waiting to see if Panther Lake ramps before committing anything.