NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失_老虎社区_美港股上老虎

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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

一只没有耳朵一只没有尾巴
·09-24
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？
回复
1
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2569601224?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-21 22:53","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2569601224","market":"us","top_or_hot":-1,"title":"NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失","media":"快科技","content":"<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\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550494.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250921230527953bec35&s=b","article_id":"2569601224","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250921230527953bec35&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2569601224","pubTimestamp":1758466397,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"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。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。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","INTC":"英特尔","NVDS.UK":"LS -1X NVIDIA","AMD":"美国超微公司","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","BK4592":"伊斯兰概念","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","GFS":"GLOBALFOUNDRIES Inc.","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC"},"translate_title":"NVIDIA, Intel epic partnership AMD under pressure: real competitive advantage will disappear","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":1.5,"3NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"AMD":1.5,"NVDA":1.5,"NVDD":0.6,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"GFS":1.5,"NVDU":0.6,"NVDS":0.6},"content_text":"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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":481793052545464,"gmtCreate":1758649221580,"gmtModify":1758649224182,"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"htmlText":"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？","listText":"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？","text":"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？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481793052545464","repostId":2569601224,"repostType":2,"repost":{"id":"2569601224","kind":"news","pubTimestamp":1758466397,"share":"https://www.laohu8.com/m/news/2569601224?lang=&edition=full","pubTime":"2025-09-21 22:53","market":"us","language":"zh","title":"NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失","url":"https://stock-news.laohu8.com/highlight/detail?id=2569601224","media":"快科技","summary":"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。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。","content":"<html><body><article><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。</p><p>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。</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 src=\"https://fid-75186.picgzc.qpic.cn/20250921230522803d163tv6x42kcg9n\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA、Intel史诗级合作 AMD承压：真正竞争优势将消失</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","INTC":"英特尔","NVDS.UK":"LS -1X NVIDIA","AMD":"美国超微公司","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","BK4592":"伊斯兰概念","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","GFS":"GLOBALFOUNDRIES Inc.","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250921230527953bec35&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569601224","content_text":"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":{"INTC":1.5,"3NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"AMD":1.5,"NVDA":1.5,"NVDD":0.6,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"GFS":1.5,"NVDU":0.6,"NVDS":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}