GuruFocus reports that Nvidia is reportedly considering using Intel Foundry's manufacturing services for GPUs aimed at gamers. Timothy Arcuri, an analyst with UBS, is quoted as saying that if Intel lands an order from Nvidia, one of the biggest fabless chip designers, this would be a major win and perhaps an inflection point for Intel Foundry.
According to the analyst, Broadcom and Nvidia—two AI chip powerhouses—are considering using Intel's 18A (1.8 nm-class) process technology for their products. However, Arcuri claims that Nvidia is 'closer' to adopting Intel as its second (or third?) supplier than Broadcom. AMD has also demonstrated interest in this manufacturing process, though its progress with this node is unclear.
