Why NVIDIA Investors Should Be Wary of Intel's GPU Dreams
Intel (NASDAQ: INTC) recently set its sights on NVIDIA (NASDAQ: NVDA) with two big moves into GPUs. First, it partnered with AMD (NASDAQ: AMD) to integrate the latter's Radeon graphics into a new chipset for laptops. Second, it formed a new Core and Visual Computing Group, led by AMD's former Radeon chief Raja Koduri, to develop its own discrete GPUs.
This threatens NVIDIA in two ways. First, Intel chipsets with integrated Radeon graphics could hurt NVIDIA's push into mobile GPUs. Second, new discrete GPUs from Intel could break NVIDIA and AMD's duopoly in the add-in board market. Let's take a closer look at Intel's GPU efforts, and why NVIDIA investors should pay close attention.
Image source: NVIDIA.
Source: Fool.com
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