nVidia has also been licensing their GPU IP to MediaTek recently, who are working on a 2nd generation of a SoC that combines their ARM cores with nVidia GPUs now, catering to e.g. the automotive market.

Looks like using GPU IP to take over other brands' product lines is now officially an nVidia strategy.

I guess the obvious worry here is whether Intel will continue development of their own dGPUs, which have a lovely open driver stack.

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Panzer04 7 days ago | parent | next [-]

Unless Nvidia outright absorbs intel I think Intel would have to be kind of crazy to stop developing GPUs.

So long as the AI craze is hanging in there it feels like having that expertise and IP is going to have high potential upside.

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sho_hn 7 days ago | parent [-]

I'd agree, but Intel has also halted dGPU development efforts before, cf. the canned Larrabee project. Which was more troubled on the technology side however.

	▲	ACCount37 7 days ago \| parent [-]
		Yeah, Larrabee was nowhere near what they have now with Intel Arc. Would be foolish to throw that away now that they're finally getting closer to "a product someone may want to buy" with things like B50 and B60.

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KeplerBoy 7 days ago | parent | prev [-]

Seems Nvidia needs an alternative to MediaTek or wants to pressure MediaTek given the announcement of x86 Intel/Nvidia SoCs and the delay of DGX Spark, GB10 and N1X.

They wanted to launch DGX Spark early summer and it's nowhere to be seen, while strix halo is shipping in over 30+ SKUs from all major manufacturers.