Discussion Switch 3 speculation

[marees]

KeyBanc: “We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A,” And AMD Faces “Increasing Risks” From A Price War With Intel​

KeyBanc: "We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A," And AMD Faces "Increasing Risks" From A Price War With Intel

KeyBanc is out with a positive note on Intel, while warning of the risks that AMD faces in the emerging price war-like situation.

wccftech.com

 

[Mopetar]

They posted that article a week too late.

 

[Hans Gruber]

The market needs Intel in the GPU segment.

 

[jpiniero]

Will Intel Foundry even exist when the Switch 3 comes out?

 

[marees]

The market needs Intel in the GPU segment.

Agree

I mean this will be an nv gpu/apu fabbed in Intel rather than TSMC / Samsung and that is what the market needs

 

[marees]

Is it safe to assume that Switch 3 will be on Intel fabs ??

Huge news

NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products

NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets.

nvidianews.nvidia.com

This looks like NVidia might be Intel iGPU going forward, and maybe even setting up for NVidia to take over Intel.

Intel and NVIDIA to Jointly Develop AI Infrastructure and Personal Computing Products

newsroom.intel.com