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Rate Of Return$Intel(INTC.US)NVIDIA CEO Jensen Huang announced that NVIDIA is collaborating with Intel to develop a custom X86 processor. This processor will be specifically designed for enterprise and data center applications, deeply integrating NVIDIA's NVLink technology, aiming to provide industry-leading x86 performance for the next generation of AI host nodes.
This custom processor is a significant achievement of the deepened collaboration between the two companies in the data center field. The goal is to combine NVIDIA's advantages in AI and accelerated computing with Intel's advanced CPU technology and x86 ecosystem to provide cutting-edge solutions for customers. The total market size involved in this collaboration is as high as $50 billion, indicating tremendous growth opportunities.
Additionally, NVIDIA will become a major customer of Intel CPUs and a large GPU supplier for Intel's x86 ecosystem. The two companies will jointly develop multiple generations of customized data center and personal computing products to accelerate the processing of various applications and workloads in hyperscale computing, enterprise, and consumer markets.
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