On September 19, Ming-Chi Kuo remarked that the partnership between NVIDIA and Intel is anticipated to not only define but also expedite the progression of AI PCs. NVIDIA grapples with substantial uncertainty in its solo pursuit of developing Windows on ARM processors. Meanwhile, Intel is confronted with formidable obstacles in swiftly bolstering its competitiveness within the GPU market. By forging a collaborative path that merges CPU and GPU technologies, these two industry giants are well-positioned to generate formidable synergies and carve out a competitive edge within the PC ecosystem.

In the realms of x86 architecture, mid-to-low-end market segments, and inferential AI servers, Intel stands to capitalize on its vast customer network and expansive distribution channels. NVIDIA, on the other hand, brings to the table cutting-edge technological prowess, exemplified by its AI chips, NVLink interconnect technology, and the CUDA parallel computing platform. Through a seamless integration of their respective technological strengths and concerted market promotion efforts, both entities are poised to tap into and fulfill a significant latent demand in the market.