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Intel and Nvidia announce stunning plans to combine their CPU and GPU products for both consumer PCs and AI servers, with Nvidia taking a $5 billion stake in Intel

"For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs."

Not sure how this looks for Intel arc gpus, where as intel itself is choosing nvidia over their own gpus.
 

They need to get 18A working. It looks like it's going to be a year late at this point. If they can't get 18A or 14A working, then they're going to have to have TSMC build for them and that's not good for their margins.

I'm happy with Intel ARC and it is one more competitor.
 
I'm happy with Intel ARC and it is one more competitor.
By and large we here everyone talking about how we need another competitor and I agree with that sentiment, but few people are actually buying them. Personally, its hard for me to justify the gpu, I'd rather not deal with the headaches that come from getting the arc, including the software that up until recently was a pain to use and lots of bugs, continued compatibility issues, and driver problems. I said this above, its one thing for nvidia to be dealing with driver problems because it won't have a material impact on sales, but when a company has 0% of the market, it will.

Just googling around, there seems to be a sense that this deal may impact the ARC GPU segment
Intel Confirms ARC GPUs Are Here to Stay Despite Nvidia Deal
Intel Could Kill This Business Unit Thanks to the Nvidia Deal
What Intel isn't saying about its Arch GPUs after the Nvidia 5 billion investment

A bastion of wisdom, objectivity and intelligence - reddit has many people thinking it will.
 
By and large we here everyone talking about how we need another competitor and I agree with that sentiment, but few people are actually buying them. Personally, its hard for me to justify the gpu, I'd rather not deal with the headaches that come from getting the arc, including the software that up until recently was a pain to use and lots of bugs, continued compatibility issues, and driver problems. I said this above, its one thing for nvidia to be dealing with driver problems because it won't have a material impact on sales, but when a company has 0% of the market, it will.

Just googling around, there seems to be a sense that this deal may impact the ARC GPU segment
Intel Confirms ARC GPUs Are Here to Stay Despite Nvidia Deal
Intel Could Kill This Business Unit Thanks to the Nvidia Deal
What Intel isn't saying about its Arch GPUs after the Nvidia 5 billion investment

A bastion of wisdom, objectivity and intelligence - reddit has many people thinking it will.

I have Intel Arc on my Yoga and it runs fine and uses very little power.

I tend to value efficiency over absolute compute power. I think that most people don't look at power consumption until there's a complaint about how much they are spending for it.

In Massachusetts, it's $0.31 per kwh. In New Hampshire, it's $0.22. Most of the US is lower. In China, it's $0.07 as they have vast, excess capacity and they are taking an everything all-at-once approach: solar, hydro, wind, coal, natural gas, nuclear.

Eversource just sent their rate hike proposal for natural gas to Governor Healey and she was pretty mad at it. That's surprising as she's basically let the utility raise rates at will. There's going to be more demand for AI data centers which will require more power too.

I have a friend who told me that he's going to get solar panels. Total cost is $32K. I was wondering how long it would take to recoup his costs but he told me that he's going all-electric. He already has a Tesla.

I've been looking to upgrade my Windows PC for a while but I found out that the i7-10700 is super efficient compared to the 11th, 12th, 13th, 14th and Core Ultra series. The only thing that I've seen more efficient is Lunar Lake. All of those other generations are more powerful than tenth gen but there was a sacrifice to get there. Idle package power is 1.2 watts on the i7-10700. It's 0.3 watts on Lunar Lake. It's 21 watts on the AMD Ryzen 9 9900X system I built.
 
I have Intel Arc on my Yoga and it runs fine and uses very little power.
For IGPUs, the Arc can make sense, I focusing my attention on the discrete GPU market. Even then, however, Nvidia is going to be the GPU on Intel SOCs, so it wouldn't be a stretch to them start using nvidia for iGpus on their stand alone cpus
 
For IGPUs, the Arc can make sense, I focusing my attention on the discrete GPU market. Even then, however, Nvidia is going to be the GPU on Intel SOCs, so it wouldn't be a stretch to them start using nvidia for iGpus on their stand alone cpus

I do not see this happening soon.

Panther Lake is really late. Expectations are summer 2026 right now which means that Lunar Lake and Core Ultra 2 series will have to carry Intel until probably next fall or winter. I don't know that they'd switch from Intel Arc to nVidia given that the Panther Lake designs have been done for a while.

If Intel can't get decent yields on 18A, then the nVidia thing won't really matter.
 
I do not see this happening soon.

Panther Lake is really late. Expectations are summer 2026 right now which means that Lunar Lake and Core Ultra 2 series will have to carry Intel until probably next fall or winter. I don't know that they'd switch from Intel Arc to nVidia given that the Panther Lake designs have been done for a while.

If Intel can't get decent yields on 18A, then the nVidia thing won't really matter.
Intel using Tiles on the newer mobile stuff means that process node doesn't matter as much as it used to.

EDIT: ideally they won't have to pay TSMC if 18A was viable.
 
I was just looking at the numbers for the Intel Arc GPUs as prices are attractive at $230 and $250 for the B570 and B580 and performance pretty good in terms of OpenCL scores. I haven't checked out the efficiency of Intel Arc though.
 
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