NVIDIA CEO Jensen Huang mentioned the possibility of transitioning GPU manufacturing to Intel's Foundries during a Q&A session with journalists after getting positive chip results from Chipzilla.
NVIDIA Could Potentially Switch to Intel For Future GPUs to Fulfill Growing Demand In The AI Segment
CEO, Jensen Huang, said that NVIDIA is attempting to diversify its chip production and had recently gotten positive results for an Intel test chip built using the business's next-gen process node. His comments followed several inquiries about NVIDIA's attempts to ensure supply in the face of skyrocketing demand for AI processors and the company's total dependence on Taiwan-based TSMC manufacturing its most cutting-edge GPUs.
You know that we also manufacture with Samsung and are open to manufacturing with Intel. Pat [Gelsinger] has said in the past that we're evaluating the process, and we recently received the test chip results of their next-generation process, and the results look good.
NVIDIA CEO, Jensen Huang (Tomshardware)
Intel is currently working on several different chips with different naming schemes to what we have seen in the industry. The chips are based on Intel 4, Intel 3, 20A, 18A, and additional nodes, as disclosed by the company's roadmap last year. Huang didn't say which manufacturing node was examined or if the test chip findings were from silicon with NVIDIA's architectural design.
As tensions rise between Taiwan and China, NVIDIA may be forced to consider transitioning to Intel to avoid interruptions to their supply chains. TSMC and Intel are both constructing their US-based fabs. However, given their competitive market, TSMC will only produce the older 5nm process in the US, which is different for NVIDIA. Intel could potentially take an edge here by providing advanced nodes.
With the GPU market expected to boom due to generative AI, NVIDIA will need a reliable business partner to help with future manufacturing. Intel would have scale up its production to fulfill NVIDIA's requirements of meeting the high demand.
News Source: Tom's Hardware
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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