"Nvidia is set to become one of Intel's largest shareholders after the GPU giant announced on Thursday it would invest $5 billion in the struggling chipmaker under a co-development agreement targeting PCs and datacenter infrastructure. For Nvidia, the arrangement presents an opportunity to extend its GPU empire to the integrated graphics arena, a space historically dominated by Intel and AMD. Under the partnership, Intel will design PC processors with Nvidia's GPU chiplets inside."
"If you're not familiar, NVLink is a high-speed interconnect that's been used by Nvidia for years to efficiently distribute workloads across multiple GPUs, and more recently, its Arm-based Grace and Vera CPUs. These interconnects are incredibly fast, achieving 1.8TB/s of bandwidth (900GB/s in each direction) per GPU. That's about 14x the bandwidth of a PCIe 5.0 x16 slot."
"At the same time, Nvidia is clearing the way for Intel's Xeon platform to play a bigger role in its AI infrastructure and datacenter product lines. While Xeons are found in products like Nvidia's Blackwell-based B200 and B300, the company's biggest and most powerful rack-scale systems, like the GB300 NVL72 all use its Arm-based Grace CPUs. Unfortunately, for Intel, the lack of NVLink connectivity meant its Xeon processors were limited to Nvidia's smaller and less desirable air-cooled systems like the DGX B200 and B300."
Nvidia will invest $5 billion in Intel under a co-development agreement focused on PCs and datacenter infrastructure. Intel will design PC processors that incorporate Nvidia GPU chiplets, expanding Nvidia into integrated graphics historically dominated by Intel and AMD. Nvidia is enabling Intel's Xeon platform to play a larger role in AI infrastructure and datacenter product lines. Xeons appear in Nvidia's Blackwell-based B200 and B300, while the largest rack-scale systems like the GB300 NVL72 use Arm-based Grace CPUs. NVLink provides 1.8TB/s bandwidth per GPU—about 14× PCIe 5.0 x16—and NVLink Fusion opened the interconnect to third-party CPU vendors. Integrating NVLink into CPU designs will permit NVL72-style rack systems using both Grace and Intel Xeons.
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