Why Nvidia's Monster AI Chip Is Great News for Intel

Why Nvidia's Monster AI Chip Is Great News for Intel

Nvidia unveiled its new AI chip, based on the Blackwell architecture, with performance improvements over its current offerings. Despite facing competition from AMD and Intel, Nvidia's AI computing power remains unmatched. The surprising choice of using TSMC's 4NP process instead of the more advanced 3nm-class nodes suggests TSMC's struggles with the latter. This may open the door for Intel, whose 18A process aims to surpass TSMC's 2nm process. Additionally, Intel's backside power delivery technology gives it an edge over TSMC. While Intel's foundry growth will take time, TSMC's production challenges may provide Intel an opportunity for market share gains in the coming years.

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