en.Wedoany.com Reported - Intel CEO Lip-Bu Tan awarded NVIDIA CEO Jensen Huang an honorary Doctor of Science and Technology degree at Carnegie Mellon University, recognizing his contributions to accelerated computing and artificial intelligence. Tan stated on social media that Intel and NVIDIA are "collaborating on exciting new products." This statement reaffirms the partnership plans between the two companies.
A few months ago, Intel and NVIDIA had already begun collaborating to integrate RTX graphics directly into Intel PC chips. NVIDIA also invested $5 billion in Intel through stock buybacks. Previously, Intel went through a difficult period, with the U.S. government acquiring a 10% stake in Intel through $8.9 billion in federal subsidies, and the company also carried out large-scale layoffs. Intel and NVIDIA are expected to develop integrated third-party graphics for x86 system-on-chips, with the project codenamed "Serpent Lake." This product aims to compete with AMD's Strix Halo series APUs, which combine high-end CPUs with integrated graphics to challenge entry-level discrete GPUs in the mobile and handheld gaming sectors. WCCFTech speculates that "Serpent Lake" could be a derivative of Intel's next-generation mobile product line, Titan Lake, but may not debut until 2028. It will contain a custom NVIDIA GPU, possibly based on the Vera Rubin architecture or a newer generation of technology.
Another potential collaboration involves custom Intel Xeon processors, working alongside NVIDIA Grace CPUs and Vera CPUs for NVIDIA HGX AI server nodes. According to TechPowerUp, Intel's upcoming Diamond Rapids Xeon CPUs will integrate NVIDIA's NVLink technology.
The greater potential of this partnership may lie in the manufacturing sector. Intel is expanding its U.S. manufacturing operations, seeking to sell capacity for its 18A and 14A nodes. NVIDIA, meanwhile, wants to reduce its reliance on TSMC, having already planned to use Intel's advanced packaging for its next-generation Feynman AI accelerators, and is reportedly considering having Intel manufacture the I/O chips for its chips.
The aforementioned collaborations will not materialize in the short term, but the related announcements still impact the market. As the demand for CPUs in the AI supply chain becomes increasingly prominent, investors view Intel as a potential hotspot, and its stock price has risen significantly recently. The confirmation of the NVIDIA-Intel partnership helps sustain market attention, even before products are launched.
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