The big news in chips today is that Intel and Nvidia are joining forces in a new partnership to build hardware together as Nvidia invests $5 billion in Intel, taking a nearly 5% stake in the company.

We're still unpacking what this Nvidia/Intel deal means for the future, and we got some clues this morning when Nvidia CEO Jensen Huang and Intel CEO Lip-Bu Tan conducted a webcast press conference to announce the deal and answer questions.

I sat in on that chat, and while much of the conversation was about AI and data centers there was some intriguing talk about how the two titans will collaborate on new chips that integrate Nvidia RTX graphics tech directly with Intel's CPUs.

That means we can expect a future in which thin-and-light gaming laptops and handheld gaming PCs are running on a

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