The Nvidia/Intel partnership announced in mid-September is putting pressure on AMD, as stated in its November 2025 quarterly report. According to the data-analytics-id=”inline-link” href=”https://ir.amd.com/financial-information/sec-filings/content/0000002488-25-000166/amd-20250927.htm” target=”_blank” data-url=”https://ir.amd.com/financial-information/sec-filings/content/0000002488-25-000166/amd-20250927.htm” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>document, Nvidia’s data-analytics-id=”inline-link” href=”https://www.tomshardware.com/pc-components/cpus/nvidia-and-intel-announce-jointly-developed-intel-x86-rtx-socs-for-pcs-with-nvidia-graphics-also-custom-nvidia-data-center-x86-processors-nvidia-buys-usd5-billion-in-intel-stock-in-seismic-deal” data-before-rewrite-localise=”https://www.tomshardware.com/pc-components/cpus/nvidia-and-intel-announce-jointly-developed-intel-x86-rtx-socs-for-pcs-with-nvidia-graphics-also-custom-nvidia-data-center-x86-processors-nvidia-buys-usd5-billion-in-intel-stock-in-seismic-deal”>$5-billion stake in Intel is an economic and strategic risk, especially in a market that is “highly competitive and rapidly evolving.” If the two can create an RTX SoC that integrates the expertise of both companies, AMD could lose its advantage in APUs, especially those designed for handheld consoles. Aside from that, it also…
