NVIDIA Could Possibly Switch to Intel For Its Next-Gen GPUs, Hints Jensen Huang

wccftech.com:

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.

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