Intel, NVIDIA and Big Winner
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AI, NVIDIA
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Neither Intel nor Nvidia have said exactly when the first fruits of its co-designed integrated CPUs will ship. But the thinking right now seems to be that it might a take a few years. Nvidia announced a $5 billion investment into Intel last week,
Nvidia's surprise $5 billion stake in Intel comes with a multiyear product roadmap -- and big implications for AI data centers and PCs.
Nvidia’s $5B investment in Intel and their AI partnership could accelerate Intel’s turnaround and intensify pressure on AMD. Read more on INTC and AMD stocks here.
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Nvidia takes $5 billion stake in Intel, offers chip tech in new lifeline to struggling chipmaker
Nvidia said it would invest $5 billion in Intel, throwing its heft behind the struggling U.S. chipmaker just weeks after the White House engineered an extraordinary deal for the federal government to take a massive stake in the company.
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Prediction: Nvidia's Stake in Intel Could Be the Catalyst for Its Next Trillion-Dollar Milestone
The deal is a clear positive for Intel but also represents a winning move for AI chip leader Nvidia. As part of the deal, Nvidia will integrate Intel's chips into its AI infrastructure platforms. AI is an area where Intel has fallen behind,
Intel secures a $5B investment and partnership with Nvidia, boosting its AI strategy and growth prospects. Click here to read my latest analysis on INTC stock.
Intel’s stock jumped more than 20% Thursday after it announced a $5 billion investment from Nvidia, along with plans to cooperate on new technology for data centers and PCs.
The giant chip makers' big pact isn't just a technical twist—it could mean some major changes for the PC market. Here's what we still don't know.
In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s,
AMD is arguably running away with the crown in the handheld gaming PC space, with its most powerful SoC challenging an Nvidia RTX GPU, but it might be in trouble after Nvidia and Intel's partnership.
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