Intel, Nvidia Prepare New Products as $5 Billion Tie-Up Expands Beyond TSMC Constraints
Updated
Updated · Wccftech · May 10
Intel, Nvidia Prepare New Products as $5 Billion Tie-Up Expands Beyond TSMC Constraints
6 articles · Updated · Wccftech · May 10
Lip-Bu Tan said Intel and Nvidia are working on “exciting new products,” signaling a broader collaboration beyond their previously disclosed plans.
The partnership already includes a $5 billion Nvidia investment in Intel, centered on data-center and consumer chips, including a custom Xeon with NVLink and future SoCs using Nvidia RTX IP.
TSMC capacity limits are helping drive the relationship: Nvidia has faced wafer shortages and CoWoS advanced-packaging bottlenecks, increasing its need for an additional manufacturing partner.
Intel’s foundry business is now being explored as that outlet, with market chatter pointing to EMIB packaging for next-generation Feynman GPUs and possible use of Intel 18A-P or 14A for some client GPUs.
Any production shift would deepen ties between two longtime chip rivals and give Intel’s foundry push a high-profile external customer as it tries to build credibility beyond its own products.
As rivals Intel and NVIDIA unite, is TSMC’s long-held manufacturing dominance now facing its greatest threat?
Can Intel's factories meet NVIDIA's demands, or will this $5 billion bet on a rival backfire spectacularly?
Will this landmark deal finally make high-end AI and gaming tech more accessible, or just create a new monopoly?