News NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products

[Saylick]

Charlie says JHH says that it is Windows

JHH would blame his own mother if it meant saving Nvidia from a PR mishap. /s

 

[Joe NYC]

The SoC die is 18A the iGPU is 18AP as for cancellation of 4+0 unlikely cause it succeds 4+0+4 PTL SKUs.

I didn't mean cancelled such as nothing would replace it. I meant like what happened with Arrow Lake, where the bottom end die on Intel 20A was cancelled and replaced by TSMC version of the same die.

 

[511]

I didn't mean cancelled such as nothing would replace it. I meant like what happened with Arrow Lake, where the bottom end die on Intel 20A was cancelled and replaced by TSMC version of the same die.

Tbh ARL was always planned to be N3B it wasn't until 2021-22 they decided to have 20A variant than they had a record quarter.

 

[mikegg]

Why would Nvidia do this?

1. Appease Trump

2. Keep Intel alive as a potential fab to negotiate better prices from TSMC

3. It's a way to test Intel 14A without fully committing. If their iGPU port to 14A does well, they might considering moving more of their chips over.

4. They want to put RTX in as many devices as possible to counter Qualcomm, AMD, and Apple. They want AI inferencing to work on an RTX GPU, integrated or not.

 

[poke01]

They want to put RTX in as many devices as possible to counter Qualcomm, AMD, and Apple. They want AI inferencing to work on an RTX GPU, integrated or not.

This. Quickest way would be to partner with Intel. Kill 3 birds with one stone.

 

[511]

I hope Intel is not as dumb cause inference market is pretty much game on right now unlike training

 

[mikegg]

This. Quickest way would be to partner with Intel. Kill 3 birds with one stone.

I thought Nvidia would exclusively partner with Mediatek. But clearly, they see themselves as open to any CPU maker to integrate their RTX GPUs into the SoC.

I'm guessing if AMD, Qualcomm, Apple came calling, Nvidia would be happy to add an RTX GPU to their SoCs.

Anyway, Nvidia clearly knows that SoCs with their unified memory architecture is the way to go in the AI era. They need to put an RTX GPU in as many SoCs as possible to maintain relevance in the changing laptop/desktop world.

This is the result of the failed Arm acquisition. Had that been successful, I'd bet Nvidia would have just designed and sold the entire SoC with RTX + Arm CPU without using 3rd parties like Intel and Mediatek.

 

[Saylick]

This is the result of the failed Arm acquisition. Had that been successful, I'd bet Nvidia would have just designed and sold the entire SoC with RTX + Arm CPU without using 3rd parties like Intel and Mediatek.

Nothing stopping Nvidia from making their own ARM SoC already. Look at their Tegra lineup. Grace already uses off-the-shelf ARM cores. What Nvidia don’t have is an x86 core.