Nvidia and Intel could in a sense become partners. This is in any case what Jensen Huang suggested on the sidelines of the GTC, held this week. The boss and founder of Nvidia notably indicated that he was not opposed to the idea of having future Nvidia chips engraved in Intel’s foundries. The person concerned nevertheless specifies that such a change would take time before eventually materializing: in other words, it would not occur for several years. And for good reason, Nvidia is currently collaborating with Samsung Foundry and TSMC for the manufacture of its chips.
These declarations follow the opening, last year, of Intel factories to outside orders, thus allowing the American giant to compete with other independent founders on the market, such as TSMC or Samsung Foundry, precisely, but also (and to a lesser measurement) GlobalFoundries. This novelty wanted by Pat Gelsinger, boss of Intel for a little over a year, is an important change of course for the company. Until now, Intel has reserved the production capacities of its foundries for its own processors.
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Will Intel be able to attract Nvidia?
However, it should be noted that the very young entity Intel Foundry Service still has to prove itself in terms of industrial flexibility to attract customers of the size of Nvidia, accustomed to working with players like TSMC, capable of ” dance with the operations of more than 300 companies worldwide “recalled Jensen Huang.
As our colleagues at 01Netin addition to the challenge of offering the best burning technologies and the best prices to win large-scale contracts, Intel will also have to be able to collaborate in a specialized way with customers who will also, in many cases, be its larger competitors. or less directly on the market.
Intel nevertheless has every interest in being flexible and efficient in opening up its factories to other Tech players, because the tide is turning. Like Apple with its Apple Silicon chips, or Nvidia with its Grace CPU, fashion is for the ARM architecture… and less and less for the x86 design on which Intel has capitalized so much in recent decades.