NVIDIA to Build GPUs on Intel Foundry from 2028: Report

So, NVIDIA is teaming up with Intel—who saw that coming? Are we really about to buy a green GPU with a blue heart beating inside? A new report says NVIDIA’s upcoming “Feynman” AI GPU (yeah, the name is a bit much) will actually rely on Intel Foundry for some of its silicon in 2028. Let that sit for a second. The company we all thought was glued to TSMC now wants a piece of Intel’s tech, sniffing around their 18A and 14A process nodes. The core parts of this GPU will still come from TSMC (because, let’s face it, who gives up a good thing?), using TSMC’s shiny A16 node. But—and it’s a big but—about a quarter of the chip is going straight to Intel’s plants. And they’re getting cozy with Intel’s EMIB bonding for chiplets, which is like giving your rival the house keys because their kitchen is just better.

On the specs front, “Feynman” isn’t here to play small. NVIDIA’s eyeing some ridiculous new memory standards—think HBM4e or maybe even HBM5 if they can pull it off—and an insane amount of memory capacity per chip. Rumor has it, this beast will be able to train those trillion-parameter AI models everyone in Silicon Valley drools over.

Now, here’s the kicker. Nvidia’s got money in Intel (they bought a 5% stake recently), but most of the action is still happening at TSMC. So it’s not a full marriage, more like an open relationship where Intel gets to handle some bonding (literally, chiplet interconnects) and packaging, possibly in the US. But what’s the downside? Well, splitting manufacturing like this can lead to headaches (integration, delays, or even finger-pointing when things go sideways) and you just know it’s going to make these GPUs even harder to get—or more expensive—when launch time arrives.

Don’t kid yourself—this Feynman thing isn’t for gamers who just want better frame rates. It’s aimed squarely at AI overlords, research labs, and anyone else with a data center budget that’d make your head spin. Average folks aren’t going to see one of these unless their boss’s boss’s boss signs the check. Even then, good luck finding one in stock.

As for the UAE? If you’re reading this in Dubai or Abu Dhabi thinking, “am I ever going to see this at my local store?”—don’t hold your breath. But, with how fast the region’s appetite for AI and cloud is growing, you might see this hitting shelves at retailers like Datcart sooner than you’d expect (assuming supply chain chaos doesn’t mess it up… again). Price? Don’t even ask. NVIDIA’s keeping that close for now—and we all know what that means.