Intel (INTC) Collaboration summary

Opening remarks and agenda

• The call opened with introductions from NVIDIA and Intel leadership, outlining the purpose to discuss a new collaboration on AI infrastructure and personal computing products.

• The agenda included prepared remarks from both CEOs, followed by a Q&A session with the press.

• CEOs to discuss the collaboration in a webcast press conference.

Strategic collaboration announcement and objectives

• Joint development of custom data center and PC products to accelerate workloads across hyperscale, enterprise, and consumer markets.

• The partnership aims to jointly develop multiple generations of x86 CPUs for data centers and PC products, tightly coupling Intel's CPUs with NVIDIA's AI and accelerated computing architecture.

• Focus on integrating NVIDIA's AI and accelerated computing with Intel's CPU technologies and x86 ecosystem using NVIDIA NVLink.

• The collaboration seeks to redefine the PC experience and bring x86 CPUs into NVIDIA's NVLink ecosystem.

• The goal is to address new market opportunities in AI infrastructure and integrated consumer devices.

Partner introductions and roles

• Jensen Huang (NVIDIA CEO) and Lip-Bu Tan (Intel CEO) emphasized their long-standing relationship and mutual respect.

• NVIDIA will act as both a major customer of Intel CPUs and a supplier of GPU chiplets for Intel x86 SoCs.

• Intel will leverage its strengths in data center and client PC CPUs, while NVIDIA brings leadership in AI-accelerated computing.