Intel says blockbuster Nvidia deal doesn't change its own roadmap

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In case you’re questioning what impact Intel’s blockbuster take care of Nvidia may have on its present product roadmaps, Intel has one message for you: it gained’t.

“We’re not discussing particular roadmaps at the moment, however the collaboration is complementary to Intel’s roadmap and Intel will proceed to have GPU product choices,” an Intel spokesman informed my colleague, Brad Chacos, earlier right now. I heard comparable messaging from different Intel representatives.

Nvidia’s $5 billion funding in Intel, in addition to Nvidia’s plans to provide RTX graphics chiplets to Intel to be used in Intel’s CPUs, have two main potential results: first, it may rewrite Intel’s cellular roadmap for laptop computer chips, due to the extra capabilities supplied by these RTX chiplets. Second, the transfer threatens Intel’s ongoing improvement of its Arc graphics cores, together with standalone discrete GPUs in addition to built-in chips.

We’re nonetheless not satisfied that Arc’s future might be left unscathed, partly as a result of Intel’s declare that it's going to “proceed” to have GPU product choices sounds a bit wishy-washy. However Intel sounds far more definitive on the previous level, in that the cellular roadmap that you just’re aware of will stay in place.

To this point, Intel’s public roadmap requires Intel’s “Panther Lake” processor to debut this fall, in all probability transport in early 2026. Intel’s been speaking about that chip for months and months, and there’s no purpose to consider these plans will change. Intel has additionally publicly disclosed Nova Lake, the next-next-generation cellular processor for laptops, which can be due in late 2026 and can in all probability enter laptops in early 2027. Based on a leaked roadmap from a Spanish PC maker, Wildcat Lake may be a 2026 half, too.

What we’ve been informed, nevertheless, implies that any work that comes out of the Nvidia-Intel partnership might be additive. Basically, there might be further merchandise that might be added to the roadmap: premium merchandise, connected to markets like shopper, gaming, creator, and enterprise.

To me, that appears like Intel may very well be including a premium model or choice to its established traces. Bear in mind, we don’t know what Panther Lake or Nova Lake might be designed as. We do know, nevertheless, that Meteor Lake, the first-generation Core Extremely chip, was designed with a particular GPU tile. One may think that Intel may ship a processor with a GPU tile that would both be Intel’s personal Arc chip, or a substitute architected by Nvidia. Whether or not that may be attainable or not is unknown — that’s simply hypothesis.

Although Intel and Nvidia have been engaged on this partnership for a few yr, in keeping with Nvidia chief government Jensen Huang, we additionally don’t anticipate to get that a lot details about future merchandise anytime quickly. Although, with a rabid know-how press corps wanting to comply with up on the query monetary reporters didn’t ask through the Nvidia-Intel press convention, who is aware of what's going to emerge?