Why Intel Needs to Keep an Eye on Nvidia

Nvidia is clearly charting a new course that will make it one of the most strategic chip companies in the world. As I listened to Nvidia CEO Jen-Hsun Huang’s keynote at the company’s developer conference last week, I was struck by how much Nvidia has changed since I first started covering it 15 years ago. The company began by creating graphics cards and processors known as GPUs and was initially focused entirely on the PC industry. But over the last 10 years, as its processors became more powerful and energy efficient, Nvidia branched out into supercomputers and high-end graphics machines, while its Tegra chip launched an all-out assault in the mobile space. In short, Nvidia has evolved into one of the most important semiconductor companies in the world Intel is still by far the…

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