Intel says blockbuster Nvidia deal doesn't change its own roadmap (www.pcworld.com)

Intel says its roadmap won’t change after Nvidia’s $5 billion investment and agreement to supply RTX graphics chiplets for Intel CPUs, calling the partnership “complementary” and promising to “continue” offering GPUs. Intel reiterated existing timelines for mobile processors — Panther Lake (debut this fall, shipping early 2026), Nova Lake (late 2026/early 2027) and possible Wildcat Lake — and indicated any Nvidia-enabled work would be additive, creating premium SKUs rather than replacing current lines. Engineers note Meteor Lake already used a discrete GPU tile, so modular GPU chiplets are a plausible technical path. For the AI/ML community, the deal matters because RTX chiplets could bring Nvidia’s ray‑tracing and AI-acceleration features directly into CPU packages and mainstream laptops, expanding hardware options for inference, model acceleration, and developer workflows at the edge. The flip side is uncertainty for Intel’s Arc GPU roadmap and for GPU ecosystem diversity: if OEMs favor Nvidia tiles, Arc’s discrete and integrated plans could be sidelined. Technical implications include more modular SoC designs (GPU tiles interchangeable), potential new premium CPU+GPU SKUs, and a tighter Nvidia influence over client GPU acceleration — but concrete product details and deployment strategies remain sparse for now.