NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失

快科技09-21

快科技9月21日消息，NVIDIA前两天抛出一个炸裂消息，那就是投资50亿美元入股Intel，不仅成为后者的最大股东之一，还要跟Intel合作多款产品。NVIDIA会定制Intel的CPU用于自家的AI平台，这部分是NVIDIA负责，Intel是供应商。Intel也会集成NVIDIA的GPU，推出RTX GPU的SoC处理器，这部分协议中NVIDIA是供应商，Intel负责集成和销售。两家还分别...

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一只没有耳朵一只没有尾巴
09-24
一只没有耳朵一只没有尾巴
把RTX 5070级别的GPU整合到Intel CPU中? 一个集显达到5070的级别？你知道自己在说什么吗？

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GPU的SoC处理器，这部分协议中NVIDIA是供应商，Intel负责集成和销售。</p><p>两家还分别确认自己的产品线不受影响，NVIDIA会继续推进自己的ARM处理器，Intel也不会放弃Arc独显。</p><p>同时两家当前的合作中也没有涉及使用Intel工艺代工的协议，他们分别还是跟<a href=\"https://laohu8.com/S/TSM\">台积电</a>合作生产。</p><p>这两家的史诗级合作对他们自己显然是利好，但是对<a href=\"https://laohu8.com/S/AMD\">AMD</a>的影响到底如何？之前有一种看法是AMD也不是输家，实际上两家合作对x86扩大AI市场有利，AMD也会受益。</p><p>但是更多的分析还是会认为AMD面临压力，尤其是在2027年之后——NVIDIA、Intel合作的产品据悉会在2027年后才问世。</p><p>长期以来，AMD在高性能芯片市场上有个独特优势，那就是全栈竞争，<strong>CEO苏姿丰之前提到过AMD是唯一一个同时掌握高性能CPU和GPU的业内公司。</strong></p><p>这个优势在网友眼里也被调侃过，那就是AMD的GPU能秒Intel，CPU能秒NVIDIA。</p><p>但是在NVIDIA及Intel的计划中，两家会开发Intel CPU+NVIDIA GPU的SoC产品，大家别忘了前不久NVIDIA官宣的GB10超级芯片，虽然CPU是ARM的，但GPU规模相当于RTX 5070级别的。</p><p>2年后NVIDIA如果能把RTX 5070级别的GPU整合到Intel CPU中，可以想想会是什么情况，<strong>这款芯片不仅游戏性能惊人，还有CUDA加持的AI性能。</strong></p><p>这个就是medium网站一篇文章分析的要点，那就是一旦他们两家合作到位，AMD作为全栈竞争者的优势就会消失，客户可以轻松选择CUDA标准，尤其是在跟Intel技术紧密结合之后。</p><img 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-21 22:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250921230527953bec35&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月21日消息，NVIDIA前两天抛出一个炸裂消息，那就是投资50亿美元入股Intel，不仅成为后者的最大股东之一，还要跟Intel合作多款产品。NVIDIA会定制Intel的CPU用于自家的AI平台，这部分是NVIDIA负责，Intel是供应商。Intel也会集成NVIDIA的GPU，推出RTX GPU的SoC处理器，这部分协议中NVIDIA是供应商，Intel负责集成和销售。两家还分别...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250921230527953bec35&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN 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GPU的SoC处理器，这部分协议中NVIDIA是供应商，Intel负责集成和销售。两家还分别确认自己的产品线不受影响，NVIDIA会继续推进自己的ARM处理器，Intel也不会放弃Arc独显。同时两家当前的合作中也没有涉及使用Intel工艺代工的协议，他们分别还是跟台积电合作生产。这两家的史诗级合作对他们自己显然是利好，但是对AMD的影响到底如何？之前有一种看法是AMD也不是输家，实际上两家合作对x86扩大AI市场有利，AMD也会受益。但是更多的分析还是会认为AMD面临压力，尤其是在2027年之后——NVIDIA、Intel合作的产品据悉会在2027年后才问世。长期以来，AMD在高性能芯片市场上有个独特优势，那就是全栈竞争，CEO苏姿丰之前提到过AMD是唯一一个同时掌握高性能CPU和GPU的业内公司。这个优势在网友眼里也被调侃过，那就是AMD的GPU能秒Intel，CPU能秒NVIDIA。但是在NVIDIA及Intel的计划中，两家会开发Intel CPU+NVIDIA GPU的SoC产品，大家别忘了前不久NVIDIA官宣的GB10超级芯片，虽然CPU是ARM的，但GPU规模相当于RTX 5070级别的。2年后NVIDIA如果能把RTX 5070级别的GPU整合到Intel CPU中，可以想想会是什么情况，这款芯片不仅游戏性能惊人，还有CUDA加持的AI性能。这个就是medium网站一篇文章分析的要点，那就是一旦他们两家合作到位，AMD作为全栈竞争者的优势就会消失，客户可以轻松选择CUDA标准，尤其是在跟Intel技术紧密结合之后。","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"NVDU":0.6,"NVDS":0.6,"INTC":1.5,"NVDD":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDA":1.5,"GFS":1.5,"AMD":1.5,"SNVD.UK":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVD":0.6,"NVDY":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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