BMW+Intel+Mobileye

News is leaking that tomorrow BMW will announce a three-way partnership with Intel and Mobileye.

The partnership is billed as a move to catch Tesla, but to me its interesting mostly for what’s missing.

1. There does not appear to be a Tier 1 supplier. Normally I’d expect a company like Bosch or Continental to be involved.
2. NVIDIA isn’t named as a partner. Intel does have its own GPUs, but Intel is primarily known as a CPU specialist.

It’s an interesting set of choices for BMW, and may reflect where different suppliers are in their readiness to actually put parts in vehicles.