Nvidia Reportedly Plans to Shift Next-Gen GPU Production to Intel, Challenging TSMC's Dominance

Nvidia is reportedly planning a major strategic shift, moving some of its future next-generation GPU production to Intel's foundries, challenging the long-standing dominance of TSMC.

• This move comes shortly after sources indicated that Nvidia has surpassed Apple to become TSMC's single largest customer.
• The exclusive report suggests the shift, signaling a critical diversification aimed at reshaping the AI supply chain, could begin with Nvidia's 2028 chip production.