Nvidia and Broadcom are reportedly testing chips from Intel Foundries

Nvidia’s next-gen GPUs could have Intel Inside

According to a report from Reuters, Nvidia and Broadcom are testing chips using Intel’s manufacturing processes. If the results of these tests are positive, both companies could invest hundreds of millions of dollars into Intel’s foundry services, making the company’s IDM 2.0 plan a success. If Intel foundries grab these 3rd party customers, it means that next-gen Nvidia GPUs could have Intel Inside. Another possibility is that Nvidia uses Intel silicon for its networking products and other lower-end chips.

Today, most high-end processors are made using TSMC’s lithography technology. If Intel proves to be a viable partner, it would allow companies like AMD, Nvidia, and others to diversify their manufacturing. Furthermore, it could allow these companies to avoid potential TSMC Tariffs, which US President Donald Trump has threatened to implement.

When asked about Nvidia and Broadcom’s reported test chips, an Intel spokesperson said the following.

We don’t comment on specific customers but continue to see strong interest and engagement on Intel 18A across our ecosystem.

– Intel to Reuters

If these test chips don’t result in orders, the future isn’t bright for Intel

While having 3rd parties testing chips from their fabs is great news for Intel, these test chips may not result in orders. As such, these tests should not be seen as a guarantee that Intel will receive orders from major 3rd parties.

The success of Intel’s Foundry Business was the cornerstone of Pat Galsinger’s plans as the company’s CEO. Pat Gelsinger retired from Intel in December 2024, though “retired” is likely a polite way of saying “fired.” Intel’s investments in its foundry business have been expensive. So far, these investments have not earned Intel any additional revenue.

Intel’s future is unclear. Currently, Intel is seen as the only company that can restore Intel’s chipmaking leadership. Even if TSMC builds more fabs in the US, it remains a Taiwanese company. Regardless, Intel’s future as a chipmaker is far from guaranteed. After all, many would like to see Intel abandon its costly manufacturing business, placing short-term shareholder value over long-term success.

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