Nvidia and Intel will "join hands to create chips", focusing on two major areas of cooperation: AI systems for data centers and PCS and laptops equipped with NVIDIA graphics cards.

Cooperation One: Build a new generation of AI servers

In the past, the core of computers and servers was the CPU (Central Processing Unit), and this market was long monopolized by Intel. But now, the AI era has changed - an AI server typically requires one CPU along with two or more NVIDIA Gpus (graphics cards) to operate efficiently.

Although major clients like Microsoft have already started to pair Arm architecture cpus with NVIDIA Gpus (such as the NVL72 system), NVIDIA has made it clear this time: We will also support Intel!

Huang Rengxun announced that NVIDIA will purchase Intel's x86 cpus, package them together with its own Gpus and high-speed network technology to form "supercomputing nodes", and then integrate them into large AI cabinets to create a complete set of AI supercomputers.

Simply put: In the future, the NVIDIA AI system you purchase might contain an Intel brain!

Cooperation Two: NVIDIA graphics cards Entering Intel laptops and PCS

In addition to servers, the two companies also need to join hands on the consumer end. Intel will launch PC and notebook products with built-in NVIDIA Gpus. Nvidia's technology will be integrated into Intel's chip design. Huang Renxun said that this market is still far from being fully developed and has huge potential - the target market size is as high as 50 billion US dollars!

Huang Rengxun emphasized that this cooperation would not affect the relationship between NVIDIA and Arm, and both sides would do it. Let's focus on product development first and then talk about contract manufacturing: This time, it mainly involves the integration of products and technologies, and does not involve Intel's "contract manufacturing" (producing chips) for NVIDIA. At present, NVIDIA's chips are mainly manufactured by TSMC.

However, future foundry cooperation cannot be ruled out. Nvidia stated that it will continue to evaluate Intel's foundry technology and wait and see for now. Intel's packaging technology should be used. Packaging is the final step in chip manufacturing, which involves "packaging" multiple chips into a single module. This cooperation will adopt Intel's advanced packaging solution.

Intel produces cpus and NVIDIA produces Gpus, both selling complete AI solutions together. This is not only about "making money together", but also a strategic alliance between the two giants in the face of the AI wave.

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