NVIDIA Once Again Teases Potential Deal With Intel: Says Would Love To Have A Third Foundry Partner Besides TSMC & Samsung

wccftech.com:

NVIDIA's Chief Financial Officer Colette Kress has once again teased a potential partnership with Intel Foundry Services for next-gen chip production.

During the most recent UBS Global Technology Conference, NVIDIA's CFO was asked if they would consider going to Intel as a Foundry partner for the production of their next-gen chips. To this, the CFO showed very positive remarks based on their statement.

The bulk of NVIDIA's Data Center GPUs for AI/HPC and Gaming chips are currently being produced by TSMC but just one generation ago, Samsung was the one building NVIDIA's Gaming GPUs. The Samsung Fabs were responsible for the development of Ampere, NVIDIA's GPU family that powers the GeForce RTX 30 "Gaming" graphics cards. However, as extensively reported in our previous coverage, Samsung is aiming to oversee a much more crucial role in the "nourishing" of NVIDIA's data center revenue for the coming years, since the firm has reached a position that has made it a close partner to Team Green.

It is expected that TSMC will retain its key partnership with NVIDIA for the production of Hopper H200 and Blackwell B100 GPUs, retaining its AI market share momentum while Samsung will be available in case additional orders are required. NVIDIA also aims to have a rich ecosystem of foundry partners and is open to using a third one (referring to Intel). Here is what NVIDIA had to say:

I think there are a lot of great foundry partners. TSMC has been a great one. As you know, we also use Samsung today. Would we love a third one? Sure. We would love a third one. And that takes a work of what are they interested in terms of the services. Keep in mind, there is other ones that may come to the U.S. TSMC in the U.S. may be an option for us as well.