Tech giants Intel and Nvidia reveal ambitious plans to merge their CPU and GPU offerings for consumer PCs and AI servers. Notably, Nvidia will invest $5 billion in Intel to facilitate this collaboration.
In a groundbreaking move, tech giants NVIDIA and Intel have announced a partnership, with NVIDIA investing $5 billion in Intel to jointly develop new products. The focus of this collaboration, reported around mid-September 2025, is on artificial intelligence and competing against AMD in the gaming console space.
Under the terms of the partnership, Intel will build and offer x86 system-on-chips (SOCs) that integrate NVIDIA's RTX GPUs for consumer PCs. This could potentially lead to products aimed at taking on AMD's plans in the gaming console market, serving as a hedge against excessive AMD dominance in the traditional PC and gaming console space.
The partnership could be structured in a way where Intel remains notionally independent but in practice under Nvidia's control. However, Intel must remain an ostensibly independent entity to maintain its x86 license, as does AMD. This cross-licensing arrangement with AMD regarding the x86 means that it wouldn't be possible for Nvidia to simply buy Intel and then make x86 CPUs.
The partnership will also focus on enterprise-class AI products. This move could be a strategic one for Nvidia to be more instrumental in the broader PC platform, aiming to create a counterbalance against AMD's dominance in the x86 market.
It's important to note that this new partnership may not be a vote of confidence for Intel's own Arc graphics. Previously, Intel has worked with AMD on similar CPU-GPU products, but with limited market impact.
Jeremy Laird, a writer about technology and PCs, has been writing since the 90nm Netburst era. He will undoubtedly have insights to share about this significant development in the tech industry. A press conference with CEOs Lip Bu Tan and Jensen Huang is scheduled for later today, where more details about this partnership are expected to be revealed.
These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. This collaboration could mark a new era in the tech industry, with potential implications for consumers, PC manufacturers, and competitors alike. Stay tuned for more updates as this story unfolds.
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