Rumor
Intel and NVIDIA to co-develop x86 processors with RTX chiplets and NVLink integration
Thursday, September 18, 2025 at 11:30 AM
Intel and NVIDIA are reportedly collaborating to co-develop new processor architectures. The partnership includes consumer-grade x86 processors integrated with RTX chiplets and enterprise-grade x86 solutions featuring NVLink connectivity.
Context
In a historic realignment of the semiconductor landscape, NVIDIA and Intel have entered a multi-generational partnership to co-develop x86 processors featuring integrated NVIDIA technologies. This collaboration involves NVIDIA investing $5 billion in Intel common stock, representing a roughly 4–5% stake. For the enterprise market, Intel will manufacture custom x86 CPUs featuring NVLink integration for use in NVIDIA's AI infrastructure. On the consumer side, the companies are developing x86 system-on-chips (SoCs) that integrate RTX GPU chiplets using Intel's advanced packaging technologies like Foveros and EMIB.
This alliance, first announced in late 2025, marks a strategic shift for both firms as they face intensifying competition from AMD and ARM-based architectures. While NVIDIA continues to support its ARM-based Grace and Vera CPUs, this deal provides a critical hedge by embedding its AI stack into the vast x86 ecosystem. For Intel, the partnership provides a massive capital injection and a high-profile validation of its 18A and 14A manufacturing nodes. Shipments of these integrated products are expected to scale through 2026 and beyond, potentially reshaping data center and AI PC market shares.
Sources (10)
NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products | NVIDIA NewsroomWebcast Replay: NVIDIA and Intel CEOs detail new collaboration - Intel NewsroomNvidia, Intel to co-develop “multiple generations” of chips as part of $5 billion deal - Ars TechnicaNvidia Draws GPU System Roadmap Out To 2028 - The Next PlatformHow Nvidia's deal with Intel has been decades in the making — years of rivalry culminated in an unexpected alliance | Tom's HardwareNvidia, Intel plan to rely on TSMC in fabricating 'revolutionary' chips for data center, PCs | SemiWiki
» Historic Deal: Nvidia and Intel Join Forces to Reshape AI and ComputingNVIDIA and Intel: NVLink Fusion Brings x86 Closer to the GPU Roadmap - Dell'Oro Group
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