Nvidia’s recent investments in Intel and OpenAI mark a new era of strategic consolidation in the AI race. These moves represent a need for secure, domestic supply chain security and a bid to dominate the future of computing.
While the deals are not a direct play for crypto, their significance for the industry is profound. According to experts from BitMind and Komodo Platform, this partnership will create a new generation of powerful, cost-efficient hardware that will particularly benefit decentralized AI projects.
From Archrivals to Allies
Once archrivals, Nvidia and Intel spent decades competing fiercely in the high-performance computing space. This rivalry wasn’t just about market share; it was a battle for technological dominance, defined by a history of legal disputes and unsuccessful joint ventures that shaped the very foundation of the chip industry.
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Last week, that all changed. Nvidia announced a $5 billion investment in Intel, acquiring a 4% stake and launching a new partnership to develop custom products for data centers and personal computers.
Though shocking, the news wasn’t met with surprise. With the dawn of the AI race, these companies have become indispensable. The training of AI models demands massive parallel processing, a function that relies entirely on essential hardware such as GPUs and CPUs.
“It signals an AI industry consolidating to gain strategic advantages over competitors like AMD and Arm while ensuring onshore US manufacturing, which is a strong move from Nvidia given the importance the current administration has put on domestic manufacturing,” said Ken Jon Miyachi, the Co-Founder of BitMind.
Nvidia also announced recently that it would
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Author: Camila Grigera Naón
