NVIDIA/Intel Partnership Could See an x86 Processor Paired with RTX Graphics Released by 2028 - The FPS Review

Recent reports from The FPS Review suggest that NVIDIA and Intel may be collaborating on a new x86 processor featuring integrated RTX graphics. While such a partnership would have seemed unlikely in t... Read original →

If NVIDIA and Intel truly launch an x86 processor with integrated RTX ray-tracing cores by 2028, it will trigger a triple technological cascade: first, TSMC’s 3nm EUV capacity could be reallocated, squeezing AMD and Qualcomm’s access; second, driver stacks must merge CUDA and oneAPI, escalating software complexity; third, ARM rivals will accelerate NPU-GPU co-design. On compliance, tighter U.S.-EU export controls on advanced chips may subject joint IP to heightened scrutiny—especially regarding wafer allocation from Taiwan, China fabs. AMD will likely deepen ties with Samsung or MediaTek, while Apple may fast-track its own x86 alternatives to avoid ecosystem encirclement. Over the next 18 months, this alliance will push PC SoCs toward heterogeneous AI platforms—but if Intel’s foundry yields lag, the partnership risks becoming mere marketing theater.