NVIDIA and Intel
The latest info on the rumored NVIDIA making new friends – does it exist?
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NVIDIA and Intel have been pretty silent for over the years. Both of them have been silently fighting their main competitor (AMD) on their respective platform, GPU and CPUs. But things have changed now. In the latest press conference NVIDIA CEO Jensen Huang has told that NVIDIA is more than happy to let intel’s modern foundry build its latest GPU.
“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,” said Huang.
Global chip shortage is an issue known to everyone. With increasing demand for GPUs and chips, major chip manufacturers like Samsung and TSMC are facing a huge burden. That is why we got to see delays in the launches of various products last year.
Huang explained that using Intel as a foundry services partner would take an extended period of time.
“Foundry discussions take a long time, and it’s not just about desire. 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.”
Intel is now releasing its own GPU as well so so sharing of secrets between Intel and NVIDIA was also brought up
“We have been working closely with Intel, sharing with them our roadmap long before we share it with the public, for years. Intel has known our secrets for years. AMD has known our secrets for years. We are sophisticated and mature enough to realize that we have to collaborate.[…] 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.”
“On one hand, we compete with many companies, but we also partner deeply with them and rely on them. As I mentioned, if not for AMD CPUs in DGX, we couldn’t ship DGX. If not for Intel CPUs and all of the hyperscalers connected to our HGX, we wouldn’t be able to ship HGX. If not for Intel’s CPUs in our Omniverse computers that are coming up, we wouldn’t be able to do the digital twin simulations that rely so deeply on the single-threaded performance that they’re really good at.”
Whatever happens, if it reduces the chip shortage. It is a welcome news for gamers all around the world.
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