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2025-09-19 09:11:44
[Ming-Chi Kuo: NVIDIA and Intel's cooperation is expected to define AI PCs and accelerate their development] Ming-Chi Kuo said that NVIDIA and Intel's cooperation is expected to define AI PCs and accelerate their development. For NVIDIA, there is a high degree of uncertainty in developing its own Windows on ARM processors; for Intel, it is difficult to quickly improve its competitiveness in the GPU field. The cooperation between the two (CPU + GPU) is expected to form strong synergy and advantages in the PC ecosystem. In terms of x86/low-end/inference AI and other servers, Intel can use its large existing customer base and distribution channels; NVIDIA has technological advantages (AI chips, NVLink, CUDA, etc.). The deep integration of technology and marketing capabilities may enable both parties to seize huge potential demand
