Tech Brew Ride Home - Nvidia And Intel Get Together

Episode Date: September 18, 2025

Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from Meta’s event last night. Smartglasses and maybe the Metaverse is still a thing. And AI pattern matching might work as well for health prediction as it has proven to do with weather forecasting. Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors — Nvidia buys $5 billion in Intel stock in seismic deal (Tom's Hardware) Hands-on: Meta Ray-Ban Display Glasses & Neural Band Offer a Glimpse of Future AR Glasses (Road to VR) Meta is bringing an all-in-one movie and TV streaming hub to Quest headsets (The Verge) New AI model predicts susceptibility to over 1,000 diseases (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

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GoogleFi Wireless is not subject to data traffic deprioritization during times of high network usage. Welcome to the Tech Brew Ride Home for Thursday, September 18th, 2025. I'm Brian McCullough. Today has Intel found the big customer for its foundry that it needs to survive. The big tie-up with Nvidia announced this morning. All the announcements from Meta's event last night, smart glasses, and maybe the Metaverse is still a thing. And AI pattern matching might work as well for health prediction as it has proven to do with weather forecasting. Here's what you miss today in the world of tech.

Nvidia and Intel this morning announced a partnership to develop multiple generations of X-86 products. Nvidia will buy $5 billion of Intel stock to seal that deal, quoting Tom's hardware. In a surprising announcement that finds two long-time rivals working together, NVIDIA and Intel announced today that the companies would jointly develop multiple new generations of X-86 products together. The products include X-86 Intel CPUs, tightly fused with an NVIDIA-R-TX graphics chip for the consumer gaming PC market, named the Intel X-86 RTX-S-OCs. InVIDIA will also have Intel build

custom X-86 data center CPUs for its AI products for hyperscale and enterprise customers. Additionally, Nvidia announced that it will buy $5 billion in Intel common stock at $23.28 per share representing a roughly 5% ownership stake in Intel. Intel stock is now up 33% in pre-market trading, we spoke with NVIDIA representatives to learn more details about the company's plans. Invidia says that the partnership between the two companies is in the very early stages, so the timeline for product releases, along with any product specifications, will be disclosed at a later unspecified date. Given the traditionally long lead times for new products, it is rational to expect these products will take at least a year and likely

longer to come to market. Invidia emphasized that the companies are committed to multi-generation roadmaps for the co-development products, which represents a strong investment in the X-86 ecosystem. However, NVIDIA tells us it also remains fully committed to its other announced product roadmaps and architectures, including for its arm-based GB10, Grace Blackwell processors for workstations and the NVIDIA Grace CPUs for data centers and the next-gen-gen Vera CPUs. NVIDIA says it also remains committed to products on its internal roadmaps that haven't been publicly disclosed yet, indicating that the new roadmap with Intel will merely be additive to its existing initiatives.

NVIDIA hasn't disclosed whether it will use Intel Foundry to produce any of the products yet. However, while Intel has used TSMC to manufacture some of its recent products, its goal is to bring production of most of its high-performance products back into its own foundries, and some of its products never left. For instance, Intel's existing Granite Rapids data center processors use the Intel 3 node and the upcoming Clearwater Forest Zions will use Intel's own 18A process node for compute. This suggests that at least some of the Nvidia custom X-86 silicon, particularly for the data center, could be fabbed on Intel nodes. However, Intel also uses TSM to fabricate many of its client X86 processors now, so we won't know for sure until official announcements are made, particularly for the RTX GPU chiplet, end quote.

Well, as expected, meta last night unveiled their big smart glasses updates. The Crown Jewel is the meta-rayban display glasses, priced at 7909. and arriving in the U.S. September 30th with wider rollout to other countries in 2026. It brings a built-in colored display embedded in the right lens capable of showing messages, maps, video calls, live translations, and AI-generated content. The glasses include a camera, speakers, microphone, and pair with a neural band wrist device for gesture controls. Battery life is apparently about six hours with mixed usage, with a charging case,

boosting that by 30 additional hours, quoting Bloomberg. The meta rayband display features a screen in the right lens. It can show text messages, video calls, turn-by-turn directions in maps, and visual results from queries to meta's AI service. The subtly integrated display can also serve as a viewfinder for the camera on a user's phone or surface music playback. For smart glasses or AI glasses, as meta now calls them, a display is key.

The addition over time could allow consumers to offload some functionality to their eyewear that they would normally expect their phones to handle. This feels like the kind of thing where you can start to keep your phone in your pocket more and more throughout the day, Chief Technology Officer Andrew Bosworth said. He added that the phone isn't going away, but glasses offer a more convenient way to access its most popular features. The glasses introduce a new control system as well, while users can still swipe along the frame, as with previous models.

The primary interface is now hand gestures detected by a neural wristband strapped around the wearer's dominant hand. The user can select items by pinching their thumb and index finger, swipe through items by sliding a thumb across their gripped hand, double-tap their thumb to invoke Meta's AI voice assistant or twist their hand mid-air to adjust music volume and other controls. In addition to app integrations and the ability to handle AI queries, the glasses include a live caption feature that displays spoken words in real time, including translations, similar to close captions on a TV. The video calling function lets wearers see the person they're speaking with while sharing their own point of view.

Users can reply to text by sending an audio recording or dictating a response. Later this year, the wristband will add another option, handwriting words in the air. A future update will also let the glasses focus on the person a wearer is speaking with while filtering out background noise. The new glasses will go on sale September 30th and will include the wristband. Meta is offering two sizes and two color options, black, and a brown shade called sand, end quote. Meanwhile, Meta also upgraded its existing Rayban Meta Line, the Gen 2 Rayban MetaI glasses, double the battery life over the previous version, offer 3K Ultra HD video recording, and include enhanced audio and low-power AI features.

On the athletic front, meta-introduced Oakley Meta Vanguard smart glasses designed for runners, cyclists, and other outdoor users, costing $499 in shipping October 21st. They feature a large unified front lens, a 12-migip. camera with a 122-degree wide-angle view, open-ear speakers, louder than earlier models, better wind noise control via a five microphone array and IP67 water and dust resistance. The glasses link with fitness platforms such as Garmin and Strava to provide real-time performance data can overlay metrics on captured footage and offer up to nine hours of battery life, six hours, continuous music, plus extra charge via the carrying case.

But back to glasses with the screen and the lens, right? because that's what we care about. Well, Road to VR got a hands-on, quote, the meta-rayband displays 20-degree monocular display isn't remotely sufficient for proper AR where virtual content floats in the world around you, but it adds a lot of new functionality to meta-smart glasses. For instance, imagine you want to ask meta-AI for a recipe for terriaki chicken on the non-display models. You could definitely ask the question and get a response, but after the AI reads it out to you, how do you continue to reference the recipe? Well, you could either keep asking the glasses over and over, or you could pull out your phone

and use the meta-AI companion app, at which point, why not just pull the recipe up on your phone in the first place? Now, with the meta-ray-band display glasses, you can actually see the recipe instructions as text in a small heads-up display and glance at them whenever you need. In the same way, almost everything you could previously do with the non-display meta-ray-band glasses is enhanced by having a display. Now you can see a whole thread of messages instead of just hearing one read through your ear. And when you reply, you can actually read the input as it appears in real time to make sure it's correct instead of needing to simply hear it played back to you. It should be noted that meta has designed the screen in the Rayband display glasses to be off

most of the time. The screen is set off and to the right of your central vision, making it more of a glanceable display than something that's right in the middle of your field of view. At any time, you can turn the display on or off with a double tap of your thumb and middle finger. Technically, the display is a 0.36 megapixel 600 by 600 full-color L-C-OS display with a reflective wave guide. Even though the resolution is low, it's plenty sharp across the small 20-degree field of view. Because it's monocular, it does have a ghostly look to it, because only one eye can see it. This doesn't hamper the functionality of the glasses, but aesthetically, it's not ideal. Aside from the glasses being a little chunkier than normal glasses, the social acceptability here is very high,

even more so because you don't need to constantly talk to the glasses to use them or even hold your hand up to tap the temple. Instead, the so-called neural band, based on EMG sensing, allows you to make subtle inputs while your hand is down at your side. To date, controlling XR devices has been done with controllers, hand tracking, or voice input. All of these have their pros and cons, but none are particularly fitting for glasses that you wear around in public. Controllers are too cumbersome. Hand tracking requires line of sight, which means you need to hold your hands awkwardly out in front of you, and voice is problematic both for privacy and certain social settings where talking isn't appropriate. The neural band, on the other hand, feels like the perfect input device for all-day wearable glasses.

Because it's detecting muscle activity, instead of visually looking at your fingers, no line of sight is needed. You can have your arm completely to your side or even behind your back, and you'll still be able to control the content on the display. The neural band offers several ways to navigate the UI of the Rayband display glasses. You can pinch your thumb and index finger together to select, pinch your thumb and middle finger to go back, and swipe your thumb across the side of your finger to make up, down, left, and right selections. There are a few other inputs, too, like double-tapping fingers or pinching and rotating your hand.

As of right now, you navigate the Rayband display glasses mostly by swiping around the interface and selecting. In the future, having eye-tracking on board will make navigation even more seamless by allowing you to simply look and pinch to select what you want. The look-and-pinch method, combined with eye-tracking, already works great on Vision Pro, but it still misses your pinches sometimes if your hand isn't in the right spot, because the camera can't always see your hands at quite the right angle. But if I could use the neural band for pinch detection on Vision Pro, I absolutely would. That's how well it seems to work already.

While it's easy enough to swipe and select your way around the rayband display interface, the neural band has the same downside that all the aforementioned input methods have, text input. But maybe not for long. In my hands-on with the rayband display, the device was still limited to dictation input, so replying to a message or searching for a point of interest still means talking out loud to the headset. However, Meta showed me a demo that I didn't get to try myself of being able to write using your finger against a surface like a table or your leg.

It's not going to be nearly as fast as a keyboard or dictation for that matter, but private text input is an important feature. After all, if you're out in public, you probably don't want to be speaking all of your message replies out loud, end quote. All. Pay off your home. Travel for life. Drive a Ferrari. Celebration of the world premiere of the Monopoly, Big Board Buckslot Machine by Aristocrat Gaming,

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See you this summer. Wanted to make sure I squeeze this in to Meta yesterday. Also announced upgrades to Horizon Worlds with Meta Horizon Studio, which lets creators use AI prompts to make their own virtual reality worlds, powered by its built-from-scratch Horizon Engine. Quoting TechCrunch, meta Horizon Studio is an editor that lets creators make VR worlds. Creators can already use generative AI tools to create things like textures and audio,

and meta will bring an AI assistant to the editor later this year to help creators with development. In a demo I saw at Connect 2025, a developer had a conversation with an AI chatbot. to request changes like a new environment and tweaks to the personality of an AI-driven NPC. Horizon Worlds hasn't caught on broadly, even though it's expanded from VR to mobile, but Meta is trying to get more creators on board with making things for the Metaverse, including opening up a $50 million creators fund earlier this year, end quote. The Metaverse part of Meta lives on, y'all.

Also, watch TV in your headset. Meta has also rolled out a Horizon TV hub for Quest headsets, with apps including Disney Plus and ESPN, and has partnered with Universal and Blumhouse to let users watch 3D movies. Finally today, back on the AI front, Google says Gemini 2.5 Deepthink achieved a gold medal performance at the 2025 ICPC World Finals, which is a programming competition, apparently. The AI solved 10 out of 12 problems, so continued progress there. but also a group of scientists detailed Delphi 2M, a generative AI model trained on large-scale health records that they say can predict susceptibility to more than 1,000 diseases decades ahead of time.

Quote, Delphi was trained on anonymized medical records from 400,000 participants in UK Biobank. The researchers then tested the model successfully on data from 1.9 million patients in the Danish National Patient Registry. The predictions across more than a thousand diseases generally match the accuracy of existing tools that have a far narrower focus, such as the Q-risk score for heart conditions. Results were published in Nature on Wednesday. Our model is a proof of concept showing that it's possible for AI to learn many of our long-term health patterns and use this information to generate meaningful predictions, said U.N. Bernie, EMBL's interim executive director.

We were surprised at how well the model transferred from the UK to Denmark, though it had never seen a single bit of Danish data, end quote. Developing Delphi into a forecasting tool suitable for routine clinical use with individual patients could take up to five or ten years, added Bernie, but it will be available much sooner to guide health care strategies. Although it makes predictions for each individual, it can be very useful at the population level to forecast collective health care needs, how many people will suffer from particular diseases such as heart attacks, cancers, or diabetes, and what sort of treatment

they need, said Moritz Gersten, head of AI at the German Cancer Research Center in Heidelberg, another member of the Delphi team. The model gives the best predictions for conditions with consistent patterns of progression, including cardiovascular disease, diabetes, and blood poisoning. It works less well for diseases with unpredictable external causes and for very rare congenital conditions. The researchers are now working to extend Delphi by also incorporating biological data about individuals' genes and proteins. But Bernie said they were very very very pleasantly surprised by how well it performed with health care information alone, giving predictions as good or better than other models that use genomics and proteomics. I want to stress the power

of the straightforward medical record, he added. The authors have patented some of the key ideas behind Delphi's prediction of the risk and timing of disease. We are exploring whether there are commercialization possibilities and how to do that with our respective institutions, says Bernie, end quote. Nothing more for you today. Talk to you tomorrow. Ambition comes in all shapes and sizes. At First Citizens Bank, we roll with your goals because we're built for what you're building. Fit for your ambition, First Citizens Bank.