Intel surges on NVIDIA deal
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While the chip designers like Nvidia and Broadcom are the stars of the show, it's a mistake to overlook the supporting cast of equipment suppliers. ASML, Applied Materials, and Lam Research play integral roles in the value chain. Without them, fabs would be unable to fulfill complex orders.
NVIDIA Corporation (NASDAQ:NVDA), a world leader in networking and graphics processing, provides GPUs for the AI, gaming, HPC, and other industries. The company’s products span data centers, gaming, professional visualization, and the automotive markets.
Intel and Nvidia's partnership raises doubts about Intel's chip strategy as Nvidia opts out of using its tech. Learn more about NVDA stock now.
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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,
Nvidia is preparing one of the largest investments in the history of artificial intelligence, pledging up to $100 billion in funding for OpenAI, the creator of ChatGPT. The deal comes hot on the heels of Nvidia pledging a $5 billion investment into Intel, its one-time rival and former American semiconductor champion.
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After OpenAI Deal, Is Nvidia’s AI Empire Inviting a Regulatory Crackdown?
Key Points Nvidia’s (NVDA) $100 billion OpenAI investment follows its $5 billion Intel stake, cementing its AI dominance. It made multiple +$100 million deals and smaller investments in 2024 and 2025 to control AI hardware and software.
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.
Happy vernal equinox to you! Developments in the world of HPC-AI last week exceeded its high standard for news value, here’s a fast (6:54) run-through of major headlines, including: Nvidia’s $5 billion stake in Intel and APU's,
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