Intel’s deal with Nvidia could utterly rewrite the future of laptops

Intel and Nvidia have announced a partnership to jointly design custom PC processors that integrate Nvidia's RTX graphics technology with Intel's x86 CPUs. This deal aims to create a new class of integrated graphics laptops that could have a significant impact on the notebook chip market. The key points are: 1. The partnership will see Intel build and offer x86 system-on-chips (SoCs) that integrate Nvidia's RTX GPU chiplets, creating a "virtual giant SoC" for high-performance laptops. 2. This move gives Nvidia a stronger foothold in the vast majority of laptops, as Intel currently controls nearly 80% of the mobile PC processor market. 3. The deal is complementary to Intel's existing roadmap and will involve multiple generations of products, with development already underway. 4. The partnership raises questions about the future of Intel's own Arc discrete GPU efforts, as well as Nvidia's previously reported plans to enter the PC processor market through an Arm-based chip. 5. While AMD and Qualcomm may face increased challenges in the PC space, AMD has expressed confidence in its x86 leadership and ability to drive innovation. Overall, the Intel-Nvidia partnership represents a major shift in the notebook chip market, with the potential to redefine the landscape for high-performance laptops.