【Latest】NVIDIA invests US$5 billion in Intel to strengthen cooperation in developing chips, Intel Chen Liwu expressed his gratitude

NVIDIA (NVIDIA) and Intel (INTEL) jointly announced a deep-seated cooperation plan on the 18th. Both parties will develop multi-generation customized data centers and personal computer products with the goal of accelerating applications and work load across super-large scale, enterprises and consumer markets. This cooperation not only symbolizes a strong partner of two major operating leaders, but NVIDIA will also spend $5 billion to strategically invest in Intel's common stock, highlighting its high confidence and commitment in this cooperation.

According to foreign telecommunications, the core of this cooperation lies in the unscrewed connection with the Intel architecture through NVIDIA's NVLink technology. This will combine NVIDIA's outstanding advantages in artificial intelligence (AI) and accelerated computing, closely with Intel's leading central processor (CPU) technology and broad x86 ecosystem, to jointly provide the most advanced solutions for global customers.

In the future, in the data center field, Intel will design and manufacture customized x86 CPUs according to NVIDIA's needs. NVIDIA will integrate these x86 CPUs designed for it into its own AI-based facility platform and launch them to the market. This deep integration is expected to bring unprecedented performance and efficiency improvements to AI computing infrastructure.

In terms of the personal computing market, Intel will launch and launch x86 system single chips (SOCs) that integrate NVIDIA RTX GPU chips. These new x86 RTX SOCs will power a wide range of personal computer products, especially those that require extremely high CPU and GPU integration performance, such as high-level game PCs and professional workstations.

In addition to technical cooperation, NVIDIA also announced that it will invest $5 billion in Intel's common stock at a price of $23.28 per share. This significant equity investment must comply with the customary closing conditions, including obtaining the necessary supervision agency approval. This injected capital not only strengthens the strategic alliance between the two companies, but also highlights NVIDIA's firm belief in Intel's future development potential and its leading position in the semiconductor manufacturing field.

NVIDIA founder and executive director Huang Ren-jin said that AI is driving a new industrial revolution and reshaping the ecosystem of every layer of computing stack from chips to systems to software. The core of this reshaping of the environment is NVIDIA's CUDA architecture. In addition, this historic cooperation integrates NVIDIA's AI and accelerated computing stacking, with Intel's CPU and the wide x86 ecosystem, and is a fusion of two world-class platforms. Huang Rensheng further pointed out that through this cooperation, we will jointly expand each other's ecological system and lay the foundation for the next computing era.

Intel executive director Chen Liwu said that Intel's x86 architecture has been the cornerstone of modern computing for decades. We are continuing to innovate to meet various future work execution requirements. In addition, Intel's leading data center and client computing platform combine our process technology, manufacturing and advanced packaging capabilities to integrate with NVIDIA's leading position in AI and accelerated computing, and jointly promote new breakthroughs in the industry. In addition, Chen Liwu is also grateful for the trust and investment expression of Huang Rensheng and the NVIDIA team, and looks forward to continuing to innovate and expand his business through future cooperation.

Regarding the cooperation between the two major technologically powerful forces, analysts generally believe that it is expected to have a deep impact in the AI ​​and personal computing markets, and is expected to redefine the industry standards and significantly accelerate technological innovation. Both companies have issued forward-looking statements pointing to the expected benefits of the cooperation and the risks and uncertainties in the time and success of any new product. Relevant investors and partners should carefully review the various risks and uncertainties disclosed in these forward-looking statements.

Inspired by the investment cooperation case, Intel's stock price rose by nearly 30% on the 18th, and its stock price exceeded US$30. NVIDIA's pre-sale rate was about 3%, Telco's ADR fell 2%, and AMD fell about 5%.