In September 2025, Intel and NVIDIA unveiled a strategic partnership, with plans to co-design tailored x86 chips for both the data center and client markets. Under this agreement, Intel will incorporate NVIDIA RTX GPUs into its x86 SoCs for PCs, a move aimed at challenging AMD's offerings, such as the Ryzen AI MAX. Initially, AMD responded with confidence in its product portfolio and a commitment to continuing its tradition of delivering groundbreaking technologies. However, as more details of the collaboration emerged, AMD conceded that this partnership could present substantial hurdles, potentially heightening competitive and pricing pressures on its products. This, in turn, could have a notable negative impact on its business operations, financial standing, and profitability. Despite these concerns, industry analysts believe that it will still be several years before Intel and NVIDIA's customized products hit the market. Meanwhile, AMD is already in the process of developing an upgraded version of Strix Halo for the following year, with full-scale production having been expedited.
