The Intel-Nvidia Deal Looks Like Terrible News for AMD

On Thursday, Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) announced a shocking deal that will pair the two companies' technologies in PC and data center central processing units (CPUs). This news looks problematic for Advanced Micro Devices (NASDAQ: AMD). AMD has made an extraordinary comeback over the past decade in both markets, with a unit market share across PCs and servers of around 24% in the second quarter, up from 11% in 2016. Those gains could come under pressure once the Intel-Nvidia partnership bears fruit.In the PC market, Intel and Nvidia will develop systems-on-a-chip (SOCs) that integrate Intel's CPU cores with an Nvidia RTX graphics processing unit (GPU) chiplet. In the data center market, custom Intel CPUs with Nvidia's NVLink technology will be used directly by Nvidia, and the GPU giant will also offer the chips to third-party customers. NVLink is Nvidia's proprietary high-speed connection technology that's a more performant alternative to the standard PCI Express interface.In the PC market, in particular, AMD will have a fight on its hands as it looks to preserve its market share.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool