Intel and AMD’s Working together Could become a problem for NVIDIA’s Growth

Intel-AMD-Nvidia-logos

Intel, AMD, Nvidia logos

Intel and AMD, Rival chipmakers Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) recently got ready to launch Kaby Lake G, a laptop chipset that merges an eighth-generation quad-core Intel CPU with AMD’s custom Radeon RX Vega M GPU. Intel claims the chipset can match NVIDIA’s (NASDAQ:NVDA) GTX 1050 in gaming performance. Now benchmarks at PCWorld supports that claim, with Executive Editor Gordon Mah Ung stating that:

The Kaby Lake G “stacks up nicely against the GeForce GTX 1050 in most games.” Ung also declared that Kaby Lake G could “represent the future of the PC and deserves the fear it’s generating among competitors.”

Intel is gunning for NVIDIA, Intel used to license GPU technology from NVIDIA for its chipsets, but that cross-licensing agreement expired last March. I another side of the market though, NVIDIA gained ground in Intel’s core data center market with high-end GPUs that were optimized for machine learning. This turned NVIDIA into Intel’s indirect competitor, since data center operators could postpone CPU upgrades to buy new GPUs.

Only two major PC makers — HP and Dell — have launched Kaby Lake G laptops so far. HP’s Spectre x360 15 arrived in March, and Dell’s XPS 15 9575 started shipping in late April. But if HP’s and Dell’s laptops resonate with gamers, other OEMs could follow suit and step away from the GPP.

Tags: AMD, AMD stocks, Itel, intc, Nvda, Nvidia, nvidia stocks, intel stocks, stocks, Intel and AMD, Radeon RX Vega M GPU,  Kaby Lake G

Mohsen Daemi
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