The Circuit EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
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Sep 20, 2025 Dive into the surprising partnership between NVIDIA and Intel, with a monumental $5B investment aimed at revolutionizing CPUs and GPUs for AI. Unpack the implications for AMD and the silence surrounding Intel's Foundry strategy. Explore Meta's ambitious, yet faltering, Ray-Ban AR glasses, tackling everything from translation to user experience quirks. Plus, discover Huawei's unexpected strides in semiconductor technology and their push for advanced manufacturing capabilities. A riveting discussion filled with insights on the future of tech!
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x86–NVIDIA Partnership Targets AI Rack Parity
- NVIDIA and Intel will co-develop tightly coupled CPU–GPU systems for data centers to give x86 parity with ARM-based racks.
- The goal is to offer x86 head nodes with NVLink-style scale to meet customers demanding x86 in AI racks.
Partnership Keeps x86 Relevant For AI Growth
- The Intel deal preserves a pathway for x86 relevance as AI shifts compute to specialized racks and accelerators.
- That rising-tide effect could indirectly help AMD by keeping x86 demand alive in the ecosystem.
Watch Packaging And Manufacturing Claims
- Monitor how Intel packages the PC CPU–GPU tiles and whether packaging occurs at Intel Foundry or elsewhere.
- Treat early announcements as strategic positioning until manufacturing and timelines are confirmed.