The Nvidia/Intel partnership announced in mid-September is putting pressure on AMD, as stated in its November 2025 quarterly report. According to the document, Nvidia’s $5-billion stake in Intel is an economic and strategic risk, especially in a market that is “highly competitive and rapidly evolving.” If the two can create an RTX SoC that integrates the expertise of both companies, AMD could lose its advantage in APUs, especially those designed for handheld consoles. Aside from that, it also cited its competitors' business practices, saying how they take advantage of their market positions to put AMD on the back foot.
“Intel Corporation (Intel) uses its microprocessor market position to price its products aggressively and target our customers and channel partners with special incentives. These aggressive activities have reduced and may reduce our unit sales and average selling prices for many of our products, adversely affecting our business,” AMD said in its report. “Similarly, NVIDIA Corporation (NVIDIA) leverages its market position in data center GPU, financial resources, and proprietary software ecosystem to promote its systems and influences [sic] customers who do business with us.”
