Previously it was believed that the cooperation between the companies would be related to the gaming segment, but an interview with technology industry analyst Ian Cutress showed that the main focus is on AI servers.
According to him, a decrease in the PC market share is expected in 2026. The main factor remains the shortage of memory, which increases the price of components.
According to Cutress, the AI market has greater potential than PC gaming. At the same time, Intel and NVIDIA plan to promote solutions on x86, which will allow them to take share from ARM.
Thus, the PC gaming industry may face a worsening situation, as manufacturers are gradually losing interest in creating "hardware" for gamers, giving priority to the AI segment.