Intel, NVIDIA
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Uh-Oh! Did Nvidia Just Signal Problems with Intel’s Comeback?
Intel (NASDAQ: INTC) has experienced a dramatic shift in fortunes over the past year. Once viewed as a failing chipmaker losing ground to competitors like Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing (NYSE: TSM),
RedGamingtech describes Serpent Lake as an "APU monster" similar in remit to AMD's Strix Halo chip. It's said to sport Nvidia's next-gen Rubin GPU technology built on TSMC N3P silicon, while CPU tech from Intel's upcoming Titan Lake generation, more on which in a moment. Oh, and it's all supported by LPDDR6 memory.
Intel received major investments from SoftBank, Nvidia, and the US government, but execution risk remains high. Read why INTC stock is a Hold.
While there is no official confirmation from either Intel or NVIDIA, multiple upcoming Intel CPU and hybrid projects are reportedly in development. These include a new platform called Serpent Lake, along with future architectures such as Razer Lake, Titan Lake, and Hammer Lake.
If Israel wants Nvidia to shape its AI future the way Intel shaped its chip past, it must once again choose wisely.
Yahoo Finance's John Hyland takes a closer look at some of Friday's top stories in this episode of Market Minute, including Nvidia's (NVDA) Intel (INTC) investment being approved by US regulators, reports that the Trump administration has begun its review of Nvidia's H100 chip exports to China,