Last week, Nvidia announced they planned to invest $5 billion into Intel amounting to around four percentage of total ownership of the company. As of this writing, although Intel is struggling financially, they still have about 67-80% in various degrees of the desktop, laptop, and server markets.
I fear that this partnership will be a repeat of the early 2000s anti-competitive behavior of Intel threatening partners/OEMs to not include AMD CPUs in their product lines. Given Nvidia’s current halo marketing effect due to generative AI, it is likely that both companies will leverage this partnership to dominate up to 90% of the laptop market, mirroring Nvidia’s existing dominance in data centers.
Besides negatively impacting AMD, this could dramatically slow the adoption of ARM-based SoCs (i.e. Qualcomm and Mediatek) on laptops.