Rumours suggest Nvidia’s next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Nvidia and Intel announced a significant partnership last year focused on developing new x86 system-on-chip (SOC) designs featuring integrated RTX GPU chiplets. Now, fresh rumors suggest this collaboration may expand beyond their initial scope.

According to reports, Nvidia’s next-next generation Fenyman AI GPUs could incorporate components manufactured by Intel Foundry, the semiconductor manufacturing division of Intel. This would mark a notable deepening of the two companies’ partnership, moving from co-designing custom processors to leveraging Intel’s manufacturing capabilities for Nvidia’s advanced AI accelerators.

The partnership represents a significant shift in the technology industry, as Nvidia and Intel have historically been competitive forces in the semiconductor space. The collaboration signals potential mutual benefits: Intel gains access to partnership opportunities with a leading AI chip designer, while Nvidia may benefit from diversified manufacturing options and Intel’s foundry expertise.

While these reports remain unconfirmed, they suggest the companies’ relationship extends further than initially announced. The use of Intel Foundry for components in Nvidia’s cutting-edge AI GPU lineup would be a substantial validation of Intel’s foundry capabilities and could indicate broader industry trends toward more collaborative manufacturing partnerships among major semiconductor players.

Sources