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Nvidia and Intel’s $5 billion deal is apparently about eating AMD’s lunch
Gaming Gear

Nvidia and Intel’s $5 billion deal is apparently about eating AMD’s lunch

by admin September 18, 2025


Today, Nvidia CEO Jensen Huang and Intel CEO Lip-Bu Tan held a joint webcast to explain just why the world’s most valuable company (Nvidia’s at $4.28 trillion) is throwing a $5 billion lifeline to a struggling competitor.

Nvidia quickly shut down several possible explanations. Huang claimed it had nothing to do with Trump, who famously shook down Intel CEO Lip-Bu Tan for the United States’ own 10 percent stake of Intel, shortly after shaking down Nvidia for 15 percent of its revenue selling chips to China. (China may have just ended that.)

And, Huang insisted, it’s not a strategic shift away from the newer Arm architecture towards the venerable x86, which has driven PCs and servers for decades. “We’re fully committed to the Arm roadmap, we have lots and lots of customers for Arm,” he said, adding later that “this doesn’t affect any of that.” Nor is it a shift from TSMC to Intel as manufacturing partner for Nvidia’s chips — Huang quickly turned to effuse praise for TSMC as soon as a reporter asked — or about manufacturing in the US.

Instead, over the course of the 40-minute call, Nvidia and Intel basically said they were going to eat AMD’s lunch.

CEOs of both companies on the webcast. Image: Nvidia and Intel

AMD is the one chipmaker that competes with both Intel and Nvidia, and it’s long been competitive in one hugely important way: while Intel has always specialized in CPUs, and Nvidia has always specialized in GPUs, AMD does both, and it’s become very good at putting both into the same chip.

That’s why Sony put AMD into the PS4, PS5 and reportedly the PS6; why Microsoft put them in the Xbox One, Xbox Series and the next Xbox, and why almost every handheld gaming PC since the Steam Deck uses an AMD chip. It’s why AMD is finally a reason to buy a laptop, instead of consigning it to budget status like it used to.

“There’s an entire segment of the market where the CPU and GPU are integrated, and it’s for form-factor reasons, or cost reasons, or battery life reasons, all kinds of reasons, and that segment has been largely unaddressed by Nvidia today,” Nvidia’s CEO just admitted on the call.

We’re creating an SoC that fuses two processors. It fuses the CPU and Nvidia’s RTX GPU using NVLink, and it fuses these dies into one essentially virtual giant SoC, and that would become essentially a new class of integrated graphics laptops that the world’s never seen before. That entire segment of the market is really quite rich, and it’s really quite large, and it’s underserved today.

That sounds great! But also, that “underserved” market is also the same exact market that AMD has served and is trying to freshly serve with its Strix Halo, aka Ryzen AI Max, which… fuses AMD’s most powerful laptop CPU with the most powerful integrated graphics AMD has ever made, plus so much shared memory (128GB) you can run a big AI model locally. It all fits into a laptop I can lift with one hand. Or a big tablet. Or this thing.

1/3An AMD Strix Halo laptop with 128GB of memory and the most powerful integrated graphics in a laptop. Photos by Sean Hollister / The Verge

Not to say that Nvidia is copying AMD or anything like that. It sounds like competition, and competition is good. I can’t wait for more powerful, efficient Intel+Nvidia parts; remember that one time we got a one-off Intel+AMD part and it was really quite good? Besides, it’s an open secret that AMD’s Strix Halo is pricey; Huang says wants to address the larger 150 million notebook market, not just the premium segment where it already sells discrete GPUs for laptops. Maybe we can get less expensive game consoles and handhelds if Nvidia has suitable chips for them, too.

Of course, competition would be better if it were among three companies rather than two — like how Intel, Nvidia, and AMD were all competing in graphics (at least they were until this deal happened, and until the exec who insisted Intel would stay in graphics abruptly left the company).

Nvidia says the other reason to tie up with Intel is server CPUs, targeting another segment where AMD has been racking up wins: AMD was reportedly approaching 40 percent server processor market share this summer. (Its desktop CPU market share also hit a historic high in August, particularly among gamers.)

Huang said twice that Nvidia will become a “major customer” of Intel CPUs, buying them to put into its rackscale servers. That’s a bit of a surprise, as Nvidia’s spent many years building its own Arm CPUs for its servers and said MediaTek might even sell that CPU to a wider desktop market, but again Nvidia says it will continue to do that. “We have exciting CPUs that we’re building based on Arm,” Huang says.

There’s a lot of big questions that Nvidia and Intel wouldn’t answer on the call. If you’re hoping this move ensures Intel keeps making chips, and making them in the United States, both companies were very non-committal. Asked if Taiwan’s TSMC would be fabricating the majority of the Intel+Nvidia chips, as it already does for Nvidia’s GPUs, Tan says: “Clearly we want to qualify and then, you know, we’re going to decide whether this is the right one for doing at our foundry.”

“Jensen and I will review that, but overall I think we’re going to continue to drive our success on the process side and then win customer confidence and trust, and then one step at a time,” he adds.

Huang did step in at that point to suggest that Intel’s Foveros 3D chip stacking technology might be a good candidate for the collaboration, but even then Tan wouldn’t fully bite, suggesting merely that they would “explore the collaboration opportunity.” Nvidia also suggested it was too early to say what silicon process the new chips might use.

Asked about building chips in the United States later in the call, Tan suggested its responsibility there was separate from its Nvidia collaboration. “Clearly we like President Trump’s focus on manufacturing in the US. But you know, I think it’s important to address that, and then the opportunity we have in front of us.”

He suggested that Nvidia should have “the flexibility which is best suitable for them.”

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September 18, 2025 0 comments
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Intel's Core i5-14600K is on sale for $149, with 'Battlefield 6' and other software included for free
Gaming Gear

Intel’s Core i5-14600K hits an all-time low of $149, with Battlefield 6 and other software included

by admin August 26, 2025



Newegg is promoting one of the best CPU bargains of the year right now, featuring Intel’s previous-generation Core i5-14600K discounted to historically low prices, combined with Intel’s Gamer Days Bundle, worth $315 by itself.

At Newegg, you can grab Intel’s Core i5-14600K for just $189.99 right now as part of its shell shocker sale. But on top of that, the listing also includes a $40 promo code you can enter at checkout, dropping the price of the CPU all the way down to $149. Paired with the Core i5-14600K is Intel’s Gamer Days bundle, which includes several games and apps: Battlefield 6 Phantom Edition, Assassin’s Creed Shadows Digital Deluxe Edition, Canvid, XSplit Premium Suite, and Vegas Pro 365.

The Core i5-14600K is still one of the fastest gaming CPUs in Intel’s arsenal, despite being a generation old. Our gaming results reveal that the Core i5-14600K is capable of producing gaming performance well within the ballpark of the fastest gaming CPU models Intel makes and the latest CPUs AMD makes — except for AMD’s pricier X3D parts.

Intel’s fumble with Arrow Lake-S has put the Core i5-14600K in the unusual spotlight of being Intel’s fastest mid-range gaming chip across two generations. The Core i5-14600K outperforms its successor, the Core Ultra 5 245K, and virtually matches the Core Ultra 9 285K in our game-focused performance tests.

Productivity performance is not bad either; thanks to the inclusion of eight E-cores, the 14600K boasts multi-core performance, approaching the Ryzen 7 9700X and outperforming the Ryzen 7 7800X3D in our testing with Cinebench.

Image 1 of 5

(Image credit: Tom’s Hardware)(Image credit: Tom’s Hardware)(Image credit: Tom’s Hardware)(Image credit: Tom’s Hardware)(Image credit: Tom’s Hardware)

Newegg’s combo is hard to ignore if you are in the market for a mid-range CPU for your next build or CPU upgrade. Not even factoring in the game/app bundle, the Core i5-14600K deal alone is very competitive and makes the Raptor Lake chip arguably the best gaming CPU for $150.

The Intel Gamer Days bundle is the cherry on top, even if you only plan to play Battlefield 6. The cost of that game alone nearly cuts the 14600K’s $150 price tag in half. There is so much content in the Gamer Days bundle that it’s worth more than the CPU if you were going to buy it all.

In fact, the Intel Gamer Days bundle is being promoted on several Intel products right now, including the ASRock Challenger Arc B570 going for $229 and the Core Ultra 5 245K (which also happens to have a $50 promo code). Even with these higher-priced products, the software bundle is more valuable than the actual products themselves.

If you’re looking for more savings, check out our Best PC Hardware deals for a range of products, or dive deeper into our specialized SSD and Storage Deals, Hard Drive Deals, Gaming Monitor Deals, Graphics Card Deals, or CPU Deals pages.



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August 26, 2025 0 comments
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Intel Foundry
Product Reviews

Softbank reportedly considered buying Intel’s foundry division outright before investing $2 billion into the company as equity

by admin August 20, 2025



SoftBank today announced its intent to purchase a historic $2 billion worth of Intel shares—a roughly 2% stake—making it one of the largest shareholders of the American chipmaker. However, the Financial Times reports that just days before the deal was inked, Softbank actually considered buying Intel’s foundry division outright.

This follows another unprecedented report that the White House is considering a 10% stake in Intel, utilizing grants from the CHIPS Act and converting them into equity.

Intel received that CHIPS Act money on the promise of never spinning off the fabs the funds directly impacted, as they serve an important geopolitical role in the race for bleeding-edge semiconductors. Intel is one of the last companies in the cutting-edge process race with TSMC, whose roots in Taiwan have provoked long-simmering concerns about its vulnerability and the stability of leading-edge semiconductor supply in the event that China should invade the island in pursuit of reunification.


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Intel has been struggling for years, and the current CEO, Lip-Bu Tan, was installed earlier this year to turn the company’s fortunes around. Quickly, Tan shifted Intel’s focus to save costs and stick to its core business. Despite efforts to bolster homegrown chipmaking, Tan has faced intense scrutiny, mostly due to his former ties with China, which even led to calls for his resignation by President Trump.

Of course, the relationship between Trump and Tan has done a 180 following a meeting in which the President was apparently won over by Tan’s “amazing story.”

(Image credit: Getty Images / Bloomberg)

SoftBank is a Japanese financial institution that owns a majority stake in semiconductor IP developer Arm and already has close ties with the Trump administration thanks to the Stargate project. For those out of the loop, that’s a $500 billion promise to build AI infrastructure in the U.S. that would purportedly create 100,000 jobs, bolster American chipmaking, and make the country the clear leader in bleeding-edge AI applications.

SoftBank already owns 40% of that project and is now set to own 2% of Intel, marking a significant investment in the promise of a turnaround for the beleaguered company and its geopolitical importance in keeping bleeding-edge semiconductors local to America.

Get Tom’s Hardware’s best news and in-depth reviews, straight to your inbox.

Lip-Bu Tan also served as a board member for SoftBank till 2022, and left amidst the company’s own set of challenges following a few miscalculated investments.

Years later, Son is now investing in Intel. “Masa and I have worked closely together for decades, and I appreciate the confidence he has placed in Intel with this investment,” said Tan. This endeavor aligns with SoftBank’s broader strategies geared toward expanding its presence in the AI market and gaining a foothold in emerging technologies.

Previously, SoftBank invested heavily in Nvidia, owning about 4.9% of the company, but it sold those shares in 2019 when Nvidia’s share price was in a downturn. After losing out on billions in gains in recent years when Nvidia began its meteoric rise, Softbank increased its investment in Nvidia to $3 billion at the beginning of 2025.

As part of its Project Izanagi initiative, Softbank reportedly explored fabricating an AI accelerator of its own with Intel in 2024, but due to a lack of confidence in Intel meeting its performance and volume projections, Softbank pivoted to TSMC for its foundry needs. SoftBank also acquired Graphcore for its AI accelerator IP as part of its larger strategy.

(Image credit: Intel)

Right now, Intel’s foundry business is struggling as its next-gen 18A and 14A process nodes are on the chopping block (the former for external customers) if it can’t secure enough customer commitments. Intel has, however, reiterated that it is its own biggest customer and that the company is committed to chip manufacturing.

SoftBank’s $2 billion stake in Intel demonstrates a great deal of trust in Tan’s leadership, but Son’s history of questionable investment choices means a resurgent Intel is far from a sure thing. Intel has also lost out to Nvidia in the AI race and continues to lose ground in both the consumer x86 and server markets to AMD. Whether Trump’s and Son’s interventions in the fate of the company are enough to save it remains to be seen.

Follow Tom’s Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.



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August 20, 2025 0 comments
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