It seems that the NVIDIA and Intel deal worth $ 5 billion in the AMD lunch

Today, the CEO of Nvidia Jensen Huang and Intel CEO of LIP-Bu Tan has a joint internet broadcast to explain Just why The most valuable companies in the world (NVIDIA’S at $ 4.28 trillion) Throwing the lifeblood of $ 5 billion For a struggling competitor.

Nvidia soon closed several possible explanations. Huang He claimed that he had nothing to do with Trumpfrom The famous fame shook the lip lips, CEO of Intel To get the US 10 percent share of Intel, shortly after Nafidia shook Against 15 percent of the flakes of selling their revenues to China. ((Perhaps China has just ended))

Huang insisted that it is not a strategic shift away from the structure of the newest arm towards the esteemed X86, which pushed computers and servers for decades. He said: “We are completely committed to the arm road map, and we have many and many customers for the arm,” he said later, adding that “this does not affect any of that.” Also, it is not a transformation from TSMC to Intel as a NVIDIA chips manufacture

Instead, for 40 minutes, NVIDIA and Intel said mainly that they will eat AMD lunch.

AMD is the only chips maker to compete with both Intel and NVIDIA, and he has long been a very important competitor: While INTEL is always specialized in central processing units, and NVIDIA is always specialized in GPUS, AMD Do Do both of themAnd it became very good to put both the slide itself.

For this reason I put Sony AMD in PS4, PS5 and PRES6; Why Microsoft put it in the next Xbox One, Xbox and Xbox series and why barely Each computer portable games since the steam surface has used the AMD chip. This is why AMD finally A reason for buying a laptopinstead of Shipping it to the state of the budget Like accustomed to.

“There is a complete segment of the market where the CPU and the Graphics Processing Unit are merged, and for the reasons for the factors of form, costs, or the causes of the battery life, all kinds of causes, and this sector has been largely introduced by NVIDIA today,” The CEO of NVIDIA is just accepted to communicate.

We create a SOC that combines two therapies. It integrates the CPU and NVIDIA RTX GPU using NVLINK, and it crawls this death in the giant SOC mainly, and it will become a basis for a new category of unprecedented integrated laptops in the world before. This entire part of the market is really rich, and it is really very large, and it is deprived today.

This looks great! But also, the “deficiency” market is the same precise market that AMD served and tries to offer recently with Halo Strix, and is also known as its name Ryzen Ai MaxWhich … it includes the most powerful CPU with the most powerful integrated graphics that AMD has ever made, as well as a lot of shared memory (128 GB), you can turn a large AI locally. everything It is suitable for a laptop that I can raise with one hand. Or a Pad. or This thing.

It does not mean that Nafidia is copying AMD or anything like that. It seems like a raceAnd the competition is good. I can’t wait for the most powerful and effective Intel+NVIDIA spare parts; Remember that once we got Part of Intel+AMD once Be Really very good? Moreover, it is an open secret that the AMD aura is expensive. Huang says he wants to process the largest notes notebook market 150 million, not only the distinguished sector as it already sells separate graphics processing units for laptops. We may have less expensive game keyboards and mobile devices if NVIDIA has suitable chips for them as well.

Of course, the competition would be better if it was among three companies instead of companies – such as how it was Intel, Nvidia and AMD All competing in graphics (At least they were until this deal, and even Exec who insisted on the graphics suddenly Company).

NVIDIA says that the other reason for connecting with Intel is CPU Server, as it targets another chip where AMD wins: AMD was According to what was reported, the server processor market is approximately 40 percent This summer. (Her share in the CPU market on the desktop Also hit high date In August, Especially among the players))

Huang said that Nafidia would become a “main agent” in Intel’s central processing units, and buying them to put them in its servers on the president. This is a little surprise, as NVIDIA spent many years building its central processing units for its servers Mediaatek said until the sale of this central treatment unit To the broader desktop market, but again NVIDIA says it will continue to do so. “We have the exciting central treatment units that we build on the basis of the arm,” says Huang.

There are many big questions that NVIDIA and Intel will not answer on the call. If you hope that this step guarantees the Intel continuing chips, and making them in the United States, the two companies were very inconvenient. In response to a question about whether TSMC from Taiwan will split the majority of Intel+NVIDIA chips, as is already the case with the processes of graphics processing units in NVIDIA, Tan says: “It is clear that we want to qualify, and then, as you know, we will decide whether this is correct to do it in our captain.”

“I will review that and I am, but I believe in general that we will continue to lead our success on the side of the operation, then win the confidence and confidence of customers, then one step at a time.”

Huang intervened at that stage to suggest that Intel Foveros 3D chip technology It may be a good candidate for cooperation, but until then Tan has not completely bitten, indicating that they “explore the opportunity to cooperate.” NVIDIA has also suggested that it is too early to determine what the silicone process might use by new chips.

When asked about the construction of chips in the United States later in the call, Tan suggested her responsibility that there is separate from her cooperation in NVIDIA. “It is clear that we love President Trump’s focus on manufacturing in the United States. But as you know, I think it is important to address this, then the opportunity we have in front of us.”

He suggested that NVIDIA should have “flexibility that is the best occasion for them.”