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?
NVIDIA、Intel史诗级合作 AMD承压:真正竞争优势将消失
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一个集显达到5070的级别?你知道自己在说什么吗?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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 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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 <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":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" 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