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Nvidia (NVDA) and Intel (INTC) have announced a partnership that could reshape the competitive landscape for Advanced Micro Devices (AMD) in both the data center and PC markets. NVDA and INTC will jointly develop multiple generations of custom products, combining their strengths to accelerate applications across enterprise, hyperscale, and consumer segments.
The collaboration will enable integration between Nvidia’s AI and accelerated computing platforms and Intel’s CPU technologies within the x86 ecosystem. In data centers, Intel will design custom x86 processors specifically for Nvidia, which Nvidia will then incorporate into its AI infrastructure platforms and sell to customers.