Nvidia Plans $5B Investment in Intel to Develop x86 SoCs for PCs and Gaming

Nvidia and Intel have announced a $5 billion partnership to develop the first x86 system-on-chip (SoC) that integrates Intel CPUs with Nvidia GeForce RTX graphics and NVLink technology. This collaboration aims to revolutionize AI-era computing and portable gaming by combining Intel's CPU expertise with Nvidia's GPU capabilities, targeting both data centers and consumer PCs. The chips resulting from this partnership, described as a multi-generational platform, are expected to take two to three years to develop. Nvidia CEO Jensen Huang confirmed that Nvidia’s GB10 "Superchip," already used in DGX Spark systems, is related to their ARM-based N1 product, indicating Nvidia’s ongoing ARM roadmap alongside this new x86 collaboration. While details remain scarce, the partnership is poised to address a significant portion of the consumer PC market, especially laptops, and leverages Nvidia’s NVLink for high-bandwidth, low-latency CPU-GPU integration. Analysts emphasize that this deal represents a significant shift in the chip industry, potentially impacting the future landscape of PC hardware development.