NVIDIA's CEO Jensen Huang has responded to the newly merged "x86" alliance involving Intel and AMD, stating that such a step is necessary to keep x86 alive.
Intel, AMD & Others Form An x86 Alliance To Counter Growing Market Competition, NVIDIA Believes That It Is a Necessary Step
Well, we recently reported on how Intel, AMD, and several other mainstream companies formed an "x86 advisory" group with the intent of moving together to progress the future of the architecture and ensure cross-compatibility between platforms. When the news initially surfaced, it was claimed that this move indirectly combats the influence of NVIDIA over the AI markets, and interesting, Jensen himself has responded to the alliance (via CRN), and here is what he had to say:
We support x86. X86 is very important to us. We support it for PCs, workstations, data centers. And so the fact that the architecture was fragmenting isn’t good for the industry. So I love what they’re doing. Pulling it together and making sure that x86 remains x86. Otherwise, it’s not x86 anymore so I think it’s really terrific what they’re doing.
- NVIDIA's CEO via CRN
NVIDIA believes that the x86 segment was growing apart following the industry race, and the alliance group will play its part in ensuring that the "x86 segment" sticks together for future development. Well, these are quite interesting remarks from Jensen himself, given that one way or another, an Intel-AMD alliance surely bothers NVIDIA since it will now face competition from a group of companies working together, mainly focusing on the AI markets.
The x86 alliance development came shortly before Lenovo's Tech World event, and at this particular time, we probably saw Intel's CEO Pat Gelsinger and AMD's CEO Lisa Su together at the same stage for the very first time, and it led us to believe how time has the power to convert enemies into allies. Intel's Pat Gelsinger himself addressed being together with AMD's Lisa SU on stage, and his remarks were pretty interesting and optimistic at the same time.
You all have a front row seat to maybe the first partnership with Intel and AMD,” Gelsinger told the crowd. “Some have said ‘Is the x86 done?’ I’ll tell you rumors of its death are severely exaggerated. We are alive and well and the x86 is thriving. … Pat and Lisa [Su,chair and CEO of AMD] agree on something. Who’d have thunk it.
- Intel's Pat Gelsinger via CRN
Well, the x86 alliance comes at a time when the PC markets are struck with the dominance of ARM architecture, with companies such as Qualcomm introducing their solutions that have been a massive hit. Not just this, but NVIDIA and MediaTek are too anticipated to release their AI PC chip based on the ARM architecture, which shows that x86 is facing heightened competition with the passage of time, probably the highest it has ever seen.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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