Nvidia's CEO, Jensen Huang, declares ambitious plans for their latest partnership with Intel, stating that the resulting products are set to be unprecedented, nothing like what has been constructed before.
In a significant move for the tech industry, Nvidia and Intel have announced a collaboration aimed at developing innovative new chips. The partnership, which has been in the works for over a year, is focused on product development and is expected to result in revolutionary products, according to Nvidia CEO Jensen Huang.
The chips will be built using TSMC foundry for Nvidia's GPU technology and Intel's mostly TSMC-based tech for now. This collaboration marks a departure from the traditional rivalry between the two tech giants, as they work together towards a common goal.
The Intel foundry is making progress in qualifying for 18A and 14A yield performance, a crucial step in the chip-making process. Nvidia and Intel CEOs have been reluctant to discuss specifics such as the process the chips would be built on or if Nvidia would commit to using Intel's foundry in the near future. However, they have emphasised their shared respect for TSMC and their continued work with the company.
The collaboration is not a foundry partnership for Nvidia's advanced AI chips, but rather a product collaboration. The new chips are expected to be complex systems, delivered as a multi-chiplet systems package. The chips will be built using Intel's Foveros multi-technology packaging capability, which allows for the connection of Nvidia's chiplets with Intel CPUs.
The collaboration aims to create Nvidia-custom x86 CPUs for data center usage and system-on-chips (SOCs) with integrated Nvidia RTX GPU chiplets for the consumer market. This collaboration is a strategic move by both companies to drive success on the process side and win customer's confidence and trust.
The progress of the collaboration has been kept quiet, but hardware writer for PC Gamer, Andy Edser, has been attending product launches and trade shows, reviewing various PC gaming hardware. The new chips are expected to be unveiled in the near future, promising to revolutionise the tech industry.
In addition, the Chinese AI chip industry, led by key player Cambricon, is being closely watched in this context. Cambricon, supported by state initiatives, could potentially become a future manufacturer of advanced AI chips for both Nvidia and Intel.
Jensen Huang and Intel CEO will review the yield performance of the chips, with the goal of ensuring the highest quality and performance for customers. The collaboration between Nvidia and Intel is a testament to the power of collaboration in driving innovation and pushing the boundaries of what is possible in the tech industry.
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