EPISODE · Sep 19, 2025 · 24 MIN
Intel-NVIDIA AI Infrastructure Partnership
from The Quarterly Call · host The Quarterly Call
Featuring Intel CEO Lip-Bu Tan and NVIDIA CEO Jen Hsun Huang, is the announcement of a historic partnership to jointly develop products for the AI infrastructure and personal computing markets. Specifically, this collaboration involves integrating Intel's x86 CPUs with NVIDIA's AI and accelerated computing architecture, including custom x86 CPUs for NVIDIA's data center platforms using NVLink technology, and new PC System-on-Chips (SOCs) that fuse Intel CPUs with NVIDIA GPU chiplets. Both executives expressed great excitement for the game-changing opportunities this partnership unlocks for both companies, addressing a combined annual market opportunity estimated between $25 billion and $50 billion.
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Intel-NVIDIA AI Infrastructure Partnership
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