Integration of Nvidia GPU tiles into Intel x86 SoCs would significantly widen and deepen the moat around Intel's currently most valuable market: notebooks and 2-in-1s. Which make up the bulk of PC sales these days. While Intel's graphic division has made great strides in iGPUs (such as the Xe2 iGPU in Lunar Lake), having an Nvidia iGPU directly integrated into the SoC would really shore up their competitive position, add more "AI Oomph", and also give Nvidia entry into the sizeable iGPU market.
Aside from AMD and Qualcomm, the biggest "loser" in this development is Mediatek. The relationship between them and Nvidia seems to be a bit on the rocks; NGX Spark is late, and Mediatek's recent involvement with Google and Meta (collaborations on respective AI ASICs) probably doesn't help.
This is very interesting. Would you be interested in guest posting this on my newsletter
Sure, would love to!
Messaging you right now
Who do you see as the biggest semicap beneficiaries? FORM?
KLA (KLAC)
And some niche players in Intel's packaging & testing partners (I might cover that later)
Integration of Nvidia GPU tiles into Intel x86 SoCs would significantly widen and deepen the moat around Intel's currently most valuable market: notebooks and 2-in-1s. Which make up the bulk of PC sales these days. While Intel's graphic division has made great strides in iGPUs (such as the Xe2 iGPU in Lunar Lake), having an Nvidia iGPU directly integrated into the SoC would really shore up their competitive position, add more "AI Oomph", and also give Nvidia entry into the sizeable iGPU market.
Aside from AMD and Qualcomm, the biggest "loser" in this development is Mediatek. The relationship between them and Nvidia seems to be a bit on the rocks; NGX Spark is late, and Mediatek's recent involvement with Google and Meta (collaborations on respective AI ASICs) probably doesn't help.
Thanks! Will aem and onto also benefit?