Nvidia and Intel’s RTX SoCs could pose an existential threat to AMD’s APUs — if two companies can actually pull it off

For years, AMD’s most dangerous weapon hasn’t been its killer desktop CPUs or its most efficient laptop chips. It’s been the APU, a quiet killer of discrete GPUs in gaming consoles, handhelds, and notebooks alike. With the Ryzen AI 300 series, AMD proved it could pair 16-core Zen 5 CPUs with RDNA 3.5 GPUs and a 50 TOPS NPU into a single power-efficient die. It was a pitch neither Intel nor Nvidia could match. Until now.

In a surprise move last week, Intel and Nvidia jointly confirmed that the…