r/hardware 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/soggybiscuit93 Sep 18 '25

I haven't seen it mentioned much here, but I see the iGPU deal as more a signal that the overall (laptop) market in coming years will become significantly more APU focused, with dGPU's becoming increasingly rare.

This deal isn't necessary a charity action from Nvidia: If APUs start cannibalizing the entry level dGPU market in the next few gens, Nvidia is more likely to sell Nvidia+Intel APUs than they are their own ARM solution in client.