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292 | Breaking Analysis | Intel - NVIDIA: The Baton Passes to the CUDA Era
September 20, 2025
In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante and David Floyer talk about the Intel–Nvidia pact, framing it as a handoff in the race to the next era of computing. Nvidia extends its moat into the x86 ecosystem, while Intel gets a $100 billion TAM boost and renewed relevance through CUDA.
Vellante and Floyer discuss the deal’s economic and strategic impact. They highlight how joint x86 CPUs fused with Nvidia GPUs reshape opportunities across PCs and data centers. The discussion also examines Foundry skepticism, AMD’s precariou...Read more