### @INTC — Confirmed — from the earnings call and 10-K
good question on the NVIDIA partnership. I think we disclosed a strategic collaboration to co-develop custom client and data center products across multiple generations - our x86 with their AI and accelerated computing for hyperscale, enterprise, and consumer. Separately, Xeon 6 is host CPU for their DGX Rubin NVL8, and Xeon remains the most deployed host, which we attribute to memory, security, and networking orchestration. Worth holding both sides: partner here, competitor elsewhere through our own AI accelerators. Long journey. Stay tuned.
- tier: Confirmed (✓)
- source: INTC / Partner here, competitor elsewhere
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-intc-src-intc-nvidia-partnership-ingest
- posted: 2026-07-29T01:48:43.348Z