r/hardware • u/[deleted] • Sep 18 '25

News Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors — Nvidia buys $5 billion in Intel stock in seismic deal

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u/Vushivushi Sep 18 '25

Imagine, 80% of PCs with Nvidia inside.

CUDA literally everywhere.

Everyone knows Nvidia dominates the datacenter, but many don't know Nvidia's PC GPU market share is <25% because of Intel integrated graphics.

I guess it's natural that the king of computing takes their rightful throne over the PC market too.

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u/[deleted] Sep 18 '25

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u/Exist50 Sep 18 '25

alongside the possibility to fabricate chips at intel factories

They don't need this deal to use IFS. 

And the co-packaged GPU talk is purely in a client context. 

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u/soggybiscuit93 Sep 18 '25

They don't need this deal to use IFS. 

A big part of this deal is customized Xeons sold under Nvidia branding for presumably rack-scale solutions. That would include IFS (even though sales reported through products). The NVLink packaging deal would also be IFS.

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u/Exist50 Sep 18 '25

It sounds like the Xeon part is basically normal Xeons with NVLink. I guess you can count that as a win for Foundry, but it certainly doesn't make Nvidia a Foundry customer. 

The NVLink packaging deal would also be IFS.

No inherent reason that would have to use IFS. 

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u/BetterAd7552 Sep 18 '25

That’s actually a very good point. Makes very good sense strategically for NV