Intel-Nvidia Agreement Detail: Expected Mixture of GB10 with x86 Architecture, Intel's In-House GPUs to Persist
In a significant move for the tech industry, Intel and Nvidia have announced a collaborative project that could revolutionise the chip market. The deal, which was closed on September 13 after months of collaboration between small teams, was confirmed by Intel's Chief Revenue Officer, Greg Ernst, via LinkedIn.
At the heart of this partnership is a new chip, inspired by GB10-style, but with a twist. Instead of the ARM cores previously used, Nvidia will incorporate x86 cores in the chip's design. This shift is expected to bring about a new era of computing, blending Nvidia's powerful GPUs with Intel's renowned x86 CPUs.
The new chip will take the form of a System on Chip (SoC), with CPU cores connected to an Nvidia GPU via NVLink. The GPU chiplets for the GB10 superchip will be manufactured by TSMC (Taiwan Semiconductor Manufacturing Company), a choice that reflects the shared relationship both tech giants have with the manufacturing company.
Nvidia's GB10 uses a tiled design, where the GPU chiplet (G-die) is based on Nvidia's Blackwell architecture, and the CPU chiplet (S-die) was originally a MediaTek design with ARM cores. However, the collaboration aims to combine Nvidia's GPU with Intel's x86 CPUs, leveraging TSMC for manufacturing.
The agreement could potentially cover a market volume of $50 billion, according to industry insiders. Some teams have been working together for almost a year, as revealed by Nvidia's CEO, Jensen Huang.
Nvidia will also purchase adapted Intel CPUs and integrate them into their racks. Additionally, Intel's packaging division could potentially provide multi-chiplet solutions for the project.
The collaboration between Intel and Nvidia does not appear to be in response to recent political events or statements. Instead, it seems to be a strategic move aimed at pushing the boundaries of technology and creating innovative solutions for the future.
In other news, a new episode of the CB-Funk Podcast, #136, discusses this recent development and other tech-related topics. The episode features Jan-Frederik and Fabian as hosts.
Further details about the products resulting from this collaboration are likely to be elaborated on in the coming months. Meanwhile, a t-shirt featuring the signatures of the involved parties, including Jensen Huang and Pat Gelsinger, was presented, symbolising the unity and shared vision of the two companies.
Lastly, Nvidia's GPUs can be packaged with Intel's CPUs via Foveros technology, paving the way for even more integrated and efficient solutions. The DGX Spark is set to debut with the N1, marking the beginning of a new era in chip technology.
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