Intel could manufacture future Nvidia GPUs

midian182

Posts: 7,902   +82
Staff member
WTF?! Could your future Nvidia GPU be produced by an Intel foundry? As unlikely as that sounds, team green boss Jensen Huang says it's something his company is considering. Intel boss Pat Gelsinger responded to the news by saying he was "thrilled" for Nvidia's interest, confirming that the two companies were engaged in ongoing discussions.

Huang answered questions at a press Q&A session yesterday (via Tom's Hardware) and was asked about Intel's Foundry Services (IFS) initiative. "We are very open-minded to considering Intel, and I'm delighted by the efforts that they're making," he said.

Intel and Nvidia compete in the CPU And GPU markets so the revelation may seem a little strange, but Haung explained that "Our strategy is to expand our supply base with diversity and redundancy at every single layer. At the chip layer, at the substrate layer, the system layer, at every single layer. We've diversified the number of nodes, we've diversified the number of foundries, and Intel is an excellent partner of ours […] They're interested in us using their foundries, and we're very interested in exploring it."

Intel CEO Pat Gelsinger told Reuters that the company is "thrilled for their [Nvidia] interest in using our foundry capabilities." He confirmed that discussions were ongoing, but there were no solid timelines—Huang added that foundry talks can take a long time.

"it's not just about desire," Huang said. "We have to align technology, the business models have to be aligned, the capacity has to be aligned, the operations process and the nature of the two companies have to be aligned. It takes a fair amount of time and a lot of deep, deep discussion – we're not buying milk here. This is really about the integration of the supply chains. Our partnerships with TSMC and Samsung in the last several years are something that took years to cultivate. So we are very open-minded to considering Intel, and I'm delighted by the efforts that they're making."

Most companies would be hesitant to work so closely with competitors in case it exposes trade secrets, but Huang isn't worried: he says both Intel and AMD have known Nvidia's secrets for years, and there are plenty of legal ways to keep behavior on the level, such as NDAs. "We share roadmaps, of course, under confidentiality and a very selective channel of communications. The industry has just learned how to work in that way."

Speaking about tech competitors collaborating in mutually beneficial ways, Huang cited some examples of how his company has worked with AMD and Intel, including the former's CPUs appearing in DGX systems. "If not for Intel CPUs and all of the hyperscalers connected to our HGX, we wouldn't be able to ship HGX," Huang said, adding that Intel processors are used in Nvidia's Omniverse platform.

Nvidia is currently focused on producing this year's RTX 4000 series, aka Lovelace, for which it has reportedly paid TSMC $10 billion to secure a significant chunk of the Taiwanese firm's 5nm manufacturing capacity. The company currently uses Samsung's 8nm process node to make the consumer Ampere GPU line.

Permalink to story.

 

Dimitriid

Posts: 2,210   +4,248
While depending on other foundries is always a precarious position for Nvidia not sure why they would need to negotiate with a direct competitor specially one that targets their main sources of revenue which is data centers.

I guess they might be entertaining the idea of partnering up just to present a unified front against AMD but I just don't think AMD is that much of a threat to either of them right now.
 

quadibloc

Posts: 357   +239
I wasn't worried about Intel learning Nvidia's secrets, I would think the issue is priority for capacity.
Intel was shaping up to be more of a competitor to Nvidia than AMD is, because they were promising to offer software capabilities with their GPUs similar to what Nvidia has and AMD doesn't.
So instead of a plot to kill AMD, maybe this is a plot to convince Intel that Nvidia is better to have as a customer than as a competitor!
 

NeoMorpheus

Posts: 1,145   +2,303
It just sounds like another tactic to bully AMD out of their market share either that or this the start of one company buying out the other?
Knowing how dirty both are, I can guarantee that its much, much worse.

My hope is NVidia may one day finally sell cards at MSRP once again if Intel can help with the supply
It is sad when people dont even bother in considering other options, specially given how dirty and anti-consumer nvidia is.
 
Given Samsung is technologically ahead of Intel, and given Samsung has admitted to falsifying yields on their 4nm process (which very likely means they have lied about all their latest nodes), Intel probably won’t catch Samsung for a few years, and will likely never catch TSMC, despite the yarn Pat Gelsinger so loosely spins.

Not to mention, TSMC has over 4 times more EUV tools than Intel (69 vs 15), and per ASML agreements, Intel will never catch TSMC.
 

wiyosaya

Posts: 7,705   +6,648
Translation from Intel CEO Pat Gelsinger (in that Gollum voice): My Precious!
Knowing how dirty both are, I can guarantee that its much, much worse.


It is sad when people dont even bother in considering other options, specially given how dirty and anti-consumer nvidia is.
nVidia learned their lesson well from the master - sIntel.
You can be sure that if the Leatherman is considering a quasi-merge with Godzilla, the end result is gonna be bad, bad, bad news for end customers such as gamers.
Agreed! Two masters at marketing/pricing BS combining resources is not at all good for consumers, IMO.
 

scavengerspc

Posts: 2,592   +2,808
TechSpot Elite
aka Lovelace
I wonder if that is Nvidias' way of admitting the 4000 series is going to suck?

what-did-he-say-mr-hat.gif
 

DukeJukem

Posts: 287   +316
It just sounds like another tactic to bully AMD out of their market share either that or this the start of one company buying out the other?
to me it sounds like nvidia is trying to be buddy buddy with intel so they won't have to compete with their gpu division.
 

poohbear

Posts: 690   +620
Knowing how dirty both are, I can guarantee that its much, much worse.


It is sad when people dont even bother in considering other options, specially given how dirty and anti-consumer nvidia is.
How's Nvidia "dirty"? Because they want to maximize their profits? In that case, all capitalist systems are dirty.🤷‍♂️
 

NeoMorpheus

Posts: 1,145   +2,303
I wonder if that is Nvidias' way of admitting the 4000 series is going to suck?

what-did-he-say-mr-hat.gif
In another article, leatherman admitted that intel, amd and nvidia share info on upcoming products, which explains why nvidia jacked up prices during the 20k era, since they already knew that amd didnt had a competitive product.

Going with the same logic, we should be ready with amd prices since every rumor seems to point to rdna3 gpus being superior to rtx40.
 
to me it sounds like nvidia is trying to be buddy buddy with intel so they won't have to compete with their gpu division.

Competition in that arena is still good. Intel will find it's niche within what demand is out there. Intel isn't just a "me too" competitor, they will, and will have to, innovate. Meanwhile overall challenges get solved and the industry as a whole advances further.

I'm curious to see if Intel sticks with x86 or if they invent something entirely new at some point. I don't see them going with ARM. There are flaws though with x86 that hinder it's abilities in certain areas. The soft programmable instruction sets will likely pave the way for future chips, and if they could eventually implement emulation as an instruction set into some new chip architecture then adoption wouldn't be so bad. Arm is becoming a real competitor though, especially in the Linux world. It's no longer just about mobile. People don't need the computing power of the x86 chips for many applications. Arm does just fine and at a significantly lower price tag.
 
Last edited:

Gerald L

Posts: 16   +5
Speaking about tech competitors collaborating in mutually beneficial ways, Huang cited some examples of how his company has worked with AMD and Intel, including the former's CPUs appearing in DGX systems. "If not for Intel CPUs and all of the hyperscalers connected to our HGX, we wouldn't be able to ship HGX," Huang said, adding that Intel processors are used in Nvidia's Omniverse platform.

[TFW you don't know the difference between "the former" and "the latter"]