Nvidia could chooseIntel Foundry Servicesas a new partner for GPU manufacturing in the next few months.
According to rumors from unnamed industry sources, Nvidia isseekingadditional production capacity of 5,000 wafers per month.
This would translate to 300,000 H100 chips if the contract is solely for those enterprise AI accelerators.
TSMC’s foundry services seem to be struggling to keep up with Nvidia’s business growth.
The unconfirmed rumors suggest that Nvidia will start using Intel foundry plants in the second quarter of 2024.
