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英特尔 x86 RTX SoC
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这颗芯片,英伟达确认了
半导体行业观察· 2025-09-20 01:55
Core Viewpoint - Nvidia and Intel have initiated a historic collaboration to jointly develop a series of CPU and GPU products, focusing on future solutions like the "Intel x86 RTX SoC" while clarifying existing projects [2]. Group 1: Nvidia's Product Development - Nvidia has not officially released the N1/N1X SoC, but it announced Project DIGITS at CES 2025, revealing a partnership with MediaTek, which led to speculation about the GB10 "super chip" [3]. - The GB10 chip, part of Nvidia's DGX Spark series, is designed for AI workloads and can deliver supercomputer-like performance on personal computers, featuring a 20-core ARM CPU developed in collaboration with MediaTek and a powerful GPU chipset based on Blackwell [3]. Group 2: Specifications and Performance - The N1 SoC is expected to have specifications similar to the GB10, including a GPU with 6,144 CUDA cores and a 20-core CPU built on Nvidia's Grace architecture [4]. - Nvidia's CEO confirmed that the GB10 chip is essentially the same as the N1/N1X SoC, indicating that the N1 may represent a lower-end version of the GB10 aimed at mainstream markets [4]. Group 3: Market Positioning and Future Prospects - The GB10 is already in use, while the release date for the N1 remains uncertain; however, Nvidia's collaboration with Intel may lead to potential conflicts between ARM-based and x86-based product developments [5]. - The N1 SoC has been tested on Windows, suggesting its approach towards Windows-on-ARM, while the GB10 is optimized for Linux-based DGX operating systems targeting AI and data center workloads [6].