After the shift to PCIe there was a lot of speculation that NVIDIA may finally enter the Intel market as one of the sticking points previously was AGP licensing costs which NVIDIA did not want to pay.
SANTA CLARA, CA─NOVEMBER 19, 2004─NVIDIA Corporation (Nasdaq: NVDA) and Intel Corporation today announced that the companies have signed a broad, multi-year patent cross-license agreement spanning multiple product lines and product generations. Additionally, the companies signed a multi-year chipset agreement for NVIDIA to license Intels front-side bus technology. This will enable NVIDIA to deliver the NVIDIA nForce platform technology on Intel-based systems.Today's announcement still comes as one of surprise and reprecussions may be huge. Intel motherboards are pretty much the defacto standard on Intel's processor side whereas NVIDIA has won over a lot of enthusiasts (and the general market share) over on the AMD side. Having NVIDIA on the Intel side changes the equation a lot as Intel will be competing with a partner whose products are considered cutting edge in terms of both speed and features. NVIDIA's nForce 2 really helped out AMD when it started sagging and it will be interesting to see what kind of effect NVIDIA will have on Intel as they are having execution problems for the first time and are consistently being threatened by AMD and the Athlon 64.
This also begs the question of whether this is the reason why NVIDIA has not announced a new nForce IGP product as Intel is the king of integrated video.