Intel Shares Slip 0.9% as Nvidia Reveals N1X CPU with 128GB
INTC•Intel shares declined 0.9% overnight after Nvidia unveiled its first PC processors, the N1X CPU with integrated Blackwell GPU and 128GB memory co-developed with Microsoft. The new chips will ship in Windows laptops from Dell, HP, ASUS, Lenovo and MSI this fall, marking Intel’s first major market challenge in decades.
1. Market Reaction
Intel shares declined just under 1% in overnight trading as investors reacted to Nvidia’s unveiling of its first PC processors alongside Microsoft.
2. Competitive Threat
Nvidia’s N1X processor integrates a Blackwell GPU and 128GB unified memory in a single package, co-developed with Microsoft and shipping this fall in Windows laptops from Dell, HP, ASUS, Lenovo and MSI.
3. Intel’s Outlook
The entry of a fully re-engineered PC chip line poses a direct challenge to Intel’s longstanding CPU dominance, raising questions about its product roadmap and strategic countermeasures.
