Nvidia & Intel: The Partnership for Joint AI Chip Innovation
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Published Time: 2025-09-23T08:30:53Z
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AI Strategy
Nvidia & Intel: The Partnership for Joint AI Chip Innovation
September 23, 2025
3 mins
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Intel's Lip-Bu Tan and Nvidia's Jensen Huang
Nvidia is investing US$5bn into Intel to co-design custom AI processors for global data centres and consumer markets, fusing technology and leadership
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AIChipsHPCInfrastructurePCIntelNvidiaTech StackData CentresData Centers
As data centres and AI investments surge across the world, Nvidia is now investing US$5bn into Intel, as the two chip giants forge a partnership to develop custom AI processors.
The collaboration brings together Nvidia’s dominance in AI graphics processing with Intel’s manufacturing prowess and x86 processor expertise.
Intel, the chip giant, will design and build custom processors specifically for Nvidia’s AI platforms, which Nvidia will then sell to data centre customers.
For Intel, which has seen its stock tumble this year amid fierce competition and manufacturing challenges, the partnership offers both financial support and a pathway into the booming AI infrastructure market.
As AI workloads increasingly demand the parallel processing power of GPUs rather than traditional CPUs, any chip company risks being sidelined unless it adapts.
Meanwhile, Nvidia gains additional manufacturing capacity and deeper integration with the vast x86 software ecosystem.
Inside Intel building processors using Nvidia NVLink technology
At the heart of the partnership lies Nvidia’s NVLink technology, which enables high-speed communication between processors.
Intel will use this interconnect system to create custom x86 CPUs that work seamlessly with Nvidia’s AI infrastructure.
For consumer markets, the collaboration gets more interesting.
Intel plans to manufacture x86 system-on-chips that incorporate Nvidia RTX GPU chiplets – essentially putting both companies’ processors on the same piece of silicon.
This integration could power gaming laptops, creative workstations and AI-enhanced PCs that need both strong CPU and GPU performance.
Nvidia's Jensen Huang
Jensen Huang, Nvidia’s Founder and CEO, says: “AI is powering a new industrial revolution and reinventing every layer of the computing stack – from silicon to systems to software.
“At the heart of this reinvention is Nvidia’s CUDA architecture.”
Jensen emphasises how the partnership combines both companies’ strengths: “This historic collaboration tightly couples Nvidia’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem – a fusion of two world-class platforms.
“Together, we will expand our ecosystems and lay the foundation for the next era of computing.”
How the partnership addresses Intel’s AI market challenge
For Intel, the deal provides a lifeline into AI markets where it has struggled to compete.
The company’s traditional strength in general-purpose processors becomes less relevant as computing shifts toward AI-specific workloads that favour GPU architectures.
Lip-Bu Tan, Intel’s CEO, positions the partnership as building on the company’s processor heritage whilst embracing new technologies.
Intel's Lip-Bu Tan
He says: “Intel’s x86 architecture has been foundational to modern computing for decades – and we are innovating across our portfolio to enable the workloads of the future.”
He adds: “Intel’s leading data centre and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement Nvidia’s AI and accelerated computing leadership to enable new breakthroughs for the industry,” he says.
The partnership additionally addresses supply chain concerns for Nvidia, which currently relies heavily on Taiwan Semiconductor Manufacturing Company for chip production.
Intel’s global manufacturing footprint offers geographic diversification at a time of rising geopolitical tensions.
Lip-Bu Tan concludes: “We appreciate the confidence Jensen and the Nvidia team have placed in us with their investment and look forward to the work ahead as we innovate for customers and grow our business.”
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