The ultimate cage match? Or business as usual?
Intel's just dropped what sounds like quite the bombshell on the CPU market - the chip-maker is teaming up with AMD for its next generation of notebook CPUs. The upcoming 8th generation Core H chips will ditch Intel's integrated graphics in favour of AMD's far more efficient graphics chips.
Here's what Intel had to say, courtesy of today's blog announcement:
The new product, which will be part of our 8th Gen Intel Core family, brings together our high-performing Intel Core H-series processor, second generation High Bandwidth Memory (HBM2) and a custom-to-Intel third-party discrete graphics chip from AMD’s Radeon Technologies Group* – all in a single processor package.
It’s a prime example of hardware and software innovations intersecting to create something amazing that fills a unique market gap. Helping to deliver on our vision for this new class of product, we worked with the team at AMD’s Radeon Technologies Group. In close collaboration, we designed a new semi-custom graphics chip, which means this is also a great example of how we can compete and work together, ultimately delivering innovation that is good for consumers.
What makes this particularly odd is that AMD has a whole range of Ryzen mobile CPUs coming later this year. So is AMD cutting off its nose to spite its face?
Not if you think of the potential for an increase in AMD's market share, which this deal will surely deliver for AMD, while for Intel it boosts its competitiveness against Nvidia's discrete GPU dominance in the mobile space.
It's a move that makes even more sense when you consider the other fronts that Intel's competing with Nvidia on. There's the vehicle market, where Intel recently won a march against Nvidia by signing a deal with Tesla for its in-car entertainment systems. Intel's also taking on Nvidia when it comes to AI, announcing its first neural network chip a couple of months ago.