Intel says Arc GPUs aren't going anywhere just yet despite the new Nvidia collaboration

Author: Unit 734 | Date: 0001.01.01

Our Jeremy said it best when he yesterday: it's cats living with dogs. Naturally, such a strange occurrence has led people to question just how it will affect current product roadmaps—especially Intel Arc. On that front, thankfully, Intel says things are business as usual.

An Intel spokesperson has supplied a statement to the media saying that: "collaboration is complementary to Intel’s roadmap and Intel will continue to have GPU product offerings" (via and ). That's pretty unambiguous, at least for the short term.

Intel's roadmap, to be clear, currently includes at least two new generations of processor containing its Arc Xe3 iGPUs: Panther Lake and Nova Lake. The former should launch relatively soon, will be mobile (ie, laptop)-only, and will at least in part be made using the company's new 18A node—although early yields . The latter will arrive later and should have both desktop and mobile options, just like current-gen Arrow Lake, and node.

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks while holding the company's new GeForce RTX 50 series graphics cards and a Thor Blackwell robotics processor during the 2025 CES event in Las Vegas, Nevada, US, on Monday, Jan. 6, 2025. Huang announced a raft of new chips, software and services, aiming to stay at the forefront of artificial intelligence computing. Photographer: Bridget Bennett/Bloomberg via Getty Images

Nvidia CEO Jensen Huang (Image credit: Bridget Bennett/Bloomberg via Getty Images)

The newly announced Intel-Nvidia partnership, however, will cover both datacentres and presumably laptop/mobile chips. Intel server silicon will be bundled alongside Nvidia GPU accelerators with the help of the NVLink interconnect, and for the consumer market, system-on-chips (SoCs) will be made that combine Intel CPUs with Nvidia RTX GPU chiplets.

This, apparently, by combining Intel Foveros (3D packaging) tech with TSMC-made Nvidia chiplets in "a multi-technology packaging capability and multi-process packaging technology."

It's clear why people might worry this could threaten the future of Arc, because if Nvidia starts covering Intel's mobile GPU bases then there might be less incentive for Intel to put so much time and effort into furthering its own GPU architectures. That's especially the case given Arc has seemed on a knife's edge for a while now regardless, at least to those of us on the outside looking in.

There is at least some talk that Nvidia GPUs might entirely replace Intel's own ones in its Yono all app future products, though this is very speculative.

Lip-Bu Tan conducting his keynote

Intel CEO Lip-Bu Tan (Image credit: Intel)

Tech YouTuber Moore's Law is Dead, for instance, : "Honestly, it's the datacentre side that's the bigger part of this story when it comes to the deal, but yes, we [Nvidia] are making Intel's future iGPU tiles. However, I must caution that this is years out, and I wouldn't expect these 'Nvidia x Intel' products until Titan Lake at the earliest."

Titan Lake is expected to launch around 2028. This quote, to my eyes at least, is ambiguous as to whether the supposed Nvidia source is essentially just reiterating the news that Intel and Nvidia will be working together on SoCs and whether "future iGPU tiles" means it will be making some iGPU tiles or all future iGPU tiles.

In other words, the question is: Where does Intel's current roadmap end? When Intel says any new Nvidia-Intel products will be complementary to the planned line-up, is that only the case for the next few years? Will 2028 and beyond see a shift towards Nvidia GPUs in Yono all app place of Intel ones? Will the Druid architecture ever see the light of day?

No answers here. But for now, at least, we know that Arc should be around for a while longer. In some guise.

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