Nvidia CEO: Delighted to work with Intel in 'great partnership'
Youtube·2025-09-18 18:15

Group 1 - The partnership between Intel and Nvidia was developed quietly without collaboration with the White House, which had recently invested in Intel [1][2] - The collaboration focuses on products for data centers and PCs, not on Intel's foundry business, and TSMC remains a key partner for Intel [2][6] - Nvidia's relationship with ARM is still intact, despite a recent sell-off in ARM shares, and the partnership is expected to enhance Intel's capabilities in the personal computer market, particularly for AI applications [3][4] Group 2 - Intel's advanced manufacturing process, specifically 14A, is still under development, and while yields are improving, Nvidia products will continue to be manufactured by TSMC [5][6] - The packaging of these products may occur at Intel, but the actual manufacturing will remain with TSMC, indicating ongoing challenges in Intel's advanced manufacturing processes [6]