[News] AMD Flags Intel–NVIDIA Deal Risks; Key Team Blue AI Executive Reportedly Moves to Rival

NVIDIA’s plan to co-develop chips for PCs and data centers with Intel has raised questions about the impact on longtime rival AMD. According to CRN, AMD noted in a recent SEC filing that Intel’s partnership with NVIDIA could “increase competition and adversely affect its business.” The report adds that the collaboration may lead to heightened competition and pricing pressure on AMD’s products, potentially affecting its financial condition and margins.

A combined Intel–NVIDIA effort is expected to intensify pressure on AMD, with NVIDIA contributing its high-end GPU IP and Intel providing its advanced packaging technologies and x86 IP, according to Wccftech. While AMD’s concerns are understandable, the report also notes that the chips from this collaboration are still several years away from entering the market.

Wccftech adds that Intel intends to integrate NVIDIA’s RTX IP into its upcoming SoCs, which are aimed at competing with AMD’s high-end Halo lineup, including the Ryzen AI MAX series. Intel is expected to debut its first Halo-class chips under the Nova Lake-AX lineup between 2026 and 2027, while NVIDIA plans to launch its N1 series–based AI PC solution in 2026, according to Wccftech.

Meanwhile, AMD’s Ryzen AI MAX chips are already on the market, offering strong PC and workstation performance on mobile platforms, as highlighted by Wccftech. In addition, AMD is preparing a Strix Halo refresh for next year, with production reportedly in full swing. The company is expected to gain more platform wins, particularly in the handheld segment, with new SKU options, according to Wccftech.

Intel Reportedly Loses Key AI Executive to AMD

Amid fierce competition between Intel and AMD, CRN, citing sources, indicates that Intel is losing a key data center AI executive who previously helped lead its Gaudi accelerator chip program. Saurabh Kulkarni, vice president of data center AI product management at Intel, is set to join AMD, according to the report.

The move comes as AMD accelerates its challenge to AI infrastructure leader NVIDIA, outpacing Intel with a data center strategy that has helped it secure major customers like OpenAI, as highlighted by CRN. AMD CEO Lisa Su said the company is on track to generate tens of billions in annual revenue from its Instinct GPU business by 2027, the report adds.

Read more

• [News] OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs
• [News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up

(Photo credit: AMD)