Nvidia and Intel’s RTX SoCs could pose an existential threat to AMD’s APUs — if two companies can actually pull it off
Nvidia and Intel are teaming up to develop RTX SoCs, combining Intel CPUs and Nvidia RTX GPU chiplets in a single package using advanced interconnect technologies. These premium integrated chips aim to power laptops, desktops, and AI systems without discrete GPUs, potentially posing a threat to AMD's APUs. The RTX SoCs promise a new class of integrated graphics with full RTX-class GPU capabilities, including ray tracing and AI features. While AMD's APUs offer competitive performance, the Nvidia-Intel partnership could offer superior power efficiency and bandwidth, targeting higher-end markets where OEMs may prefer a single chip solution. The success of this venture hinges on factors like cost, performance, and OEM adoption, with the first launch expected around 2027.