每经AI快讯，受英特尔大涨带动，部分半导体相关股票盘前拉升。新思科技大涨超12%，阿斯麦盘前涨 7%，应用材料涨近6%。此前英伟达宣布向英特尔投资50亿美元。 ...

Core Insights - Nvidia announced a $5 billion acquisition of Intel common stock at $23.28 per share, making Nvidia one of Intel's largest shareholders, potentially owning 4% or more of Intel's shares after the issuance of new stock [1] - The partnership will involve Intel customizing x86 CPUs for Nvidia, which will integrate them into AI infrastructure platforms, while Intel will produce x86 system-on-chip (SoC) that includes Nvidia's RTX GPU chips [1] - Nvidia's CEO emphasized that this historic collaboration merges Nvidia's AI and accelerated computing stack with Intel's CPU and extensive x86 ecosystem, laying the foundation for the next computing era [1] Stock Market Reaction - Following the announcement, Intel's stock pre-market surged by 30%, positively impacting other semiconductor stocks such as ASML (+7.03%), Micron Technology (+2.35%), ON Semiconductor (+2.13%), and Applied Materials (+5.6%) [1] Previous Investments - Nvidia's acquisition price of $23.28 per share is slightly below Intel's closing price of $24.90 but higher than the U.S. government's recent investment of $20.47 per share for a 10% stake in Intel [2] - Prior to the government's investment, Intel received a $2 billion investment from SoftBank, making SoftBank Intel's fifth-largest shareholder, with a payment of $23 per share [4]

Core Insights - Intel will customize x86 architecture CPUs for NVIDIA, which will integrate these products into its AI infrastructure platform [1][4] - NVIDIA announced a $5 billion investment to acquire Intel common stock at $23.28 per share, pending regulatory approval [1][3] Group 1: Company Collaboration - NVIDIA is the leading GPU manufacturer, while Intel is one of the major CPU manufacturers [3] - The collaboration aims to develop multiple generations of customized data center and PC products to accelerate applications and workloads in large-scale enterprise and consumer markets [3][4] Group 2: Product Development - Intel will create x86 architecture CPUs tailored for NVIDIA, which will be integrated into AI infrastructure platforms [4] - In the personal computing sector, Intel will develop and market x86 architecture SoCs (System on Chips) that incorporate NVIDIA's RTX GPU chips [4] Group 3: Technological Integration - The two companies will utilize NVIDIA's NVLink to connect their architectures, combining NVIDIA's AI and accelerated computing advantages with Intel's CPU technology and x86 ecosystem [4] - NVIDIA's CEO Jensen Huang emphasized that this partnership merges two world-class platforms, aiming to expand the ecosystem [4] Group 4: Market Reaction - Following the announcement, Intel's stock rose by 28.39%, while NVIDIA's stock increased by 3.3% [4] - As of September 17, Intel's stock closed at $24.90 per share, with a market capitalization of $109 billion, while NVIDIA's market capitalization stood at $4.14 trillion [4]

Core Insights - Intel has established a partnership with Nvidia to customize x86 CPUs for data centers and produce x86 SoCs integrated with Nvidia's RTX GPUs for personal computing [4] - The U.S. government has agreed to invest $8.9 billion in Intel, acquiring 433.3 million shares at $20.47 each, representing a 9.9% stake [6] - Intel is expanding its chip manufacturing capacity with over $100 billion investment in U.S. facilities, aiming to enhance its competitive position in the semiconductor industry [9] Investment and Financials - Nvidia will invest $5 billion in Intel at a price of $23.28 per share [4] - The U.S. government's investment is sourced from the CHIPS and Science Act and the Department of Defense's Secure Enclave project, totaling $11.1 billion in support [7] - Intel's stock price rose over 5% following the announcement of the U.S. government's investment [6] Strategic Moves - Intel has invested $108 billion in capital and $79 billion in R&D over the past five years to enhance its manufacturing capabilities [9] - The company is focusing on wafer foundry services and AI-related products to navigate its current challenges in the semiconductor market [9] - Intel's recent agreements with SoftBank for a $2 billion investment at $23 per share indicate ongoing efforts to secure funding [9] Market Position - Intel is facing significant competition from Nvidia, which has surpassed a market capitalization of $4 trillion, while Intel's revenue has declined [9] - The partnership with Nvidia is seen as a strategic move to regain competitiveness in the AI sector [4][9] - The U.S. government's investment is viewed as a new model of support for high-tech companies, combining strategic direction with execution [10]

Core Viewpoint - Nvidia has invested $5 billion in Intel, marking a surprising collaboration aimed at developing chips for PCs and data centers, which highlights significant changes in the computing industry landscape [1] Group 1: Investment Details - Nvidia will purchase Intel common stock at $23.28 per share, representing a discount of approximately 6.5% from the previous closing price [1] - Intel's market capitalization was about $116 billion prior to the announcement, and Nvidia's stake will be less than 5% [1] - Nvidia's market capitalization exceeds $4 trillion, establishing it as a dominant player in the semiconductor industry [1] Group 2: Collaboration Objectives - Intel will integrate Nvidia's graphics processing technology into its next-generation PC chips and provide processor support for data center products based on Nvidia hardware [1][5] - The partnership aims to enhance competitiveness against AMD in the PC chip market [5][6] - In the data center sector, Intel will supply general-purpose processors to complement Nvidia's accelerated chips [6] Group 3: Strategic Implications - This collaboration signifies a shift in the relationship between the two former rivals, with Nvidia's CEO emphasizing the importance of combining AI and accelerated computing with Intel's CPU and x86 ecosystem [5] - Intel has been struggling in the high-performance chip market and has received various investments, including approximately 10% support from the U.S. government and $2 billion from Japan's SoftBank [5] - Under the leadership of new CEO Lip-Bu Tan, Intel is adopting a more open strategy, seeking partnerships and opening factory capacity to external companies [6]

【#英伟达将向英特尔投资50亿美元#】#英特尔股价盘前暴涨# 当地时间9月18日，英伟达公司宣布将以 每股23.28美元的收购价，向英特尔公司投资50亿美元，并表示两者将共同开发用于PC和数据中心的芯 片。 英特尔股价在盘前交易中飙升超30%，英伟达股价盘前上涨3%。台积电美股盘前跳水超2%。（每经综 合，德塔） | 英特尔 | | | | | | --- | --- | --- | --- | --- | | INTC US L1-标 | | | | | | 1.00 | 高 25.260 昨收 | 25.270 | 量比 | | | 24.900 | 1.36% | 金额 15.72亿 | 低 24.450 | 换手 | | -0.370 -1.46% | 亏损 | 开 25.075 市值 1162.9亿 市盈 1 | | | | ⊙7:21 美东时间 | 盘前 31.800 | 6.900 27.71% | | | | 同花服 | 异动解读:英伟达拟收购英特尔普通股。1、英 ... ● × | 部席 | | | | 最新:31.800 6.900 27.71% | > 园 > | | | | | 33. ...

9月18日，美股半导体股盘前走势分化，英特尔暴拉，一度涨超33%，此前英伟达宣布50亿美元入股英 特尔。 | W | 英特尔(INTEL) | | | | --- | --- | --- | --- | | | INTC.O | | | | 24.900 量 6309.4万 股本 43.77亿 市盈 -5.3 | | | 万得 | | -0.370 -1.46% | 换 1.44% 市值1 1090亿 市净 1.11 | | 答 ■ | | 盘前 31.940 +7.040 +28.27% | | 美东 07:25 √ | | | 时间 7:14 | 价格 33.140 | 涨跌 7.870 | | | 涨跌幅 31.14% | 均价 0.000 | 成交量 41.8万 | | | 答加 33.140 | 07:14 | 33.09% 31.950 187 | | | | | 31.920 100 15:59 24.890 157 | | | | | 15:59 24.890 1 | | | 24.900 | | 0.00% 15:59 24.890 1077 | | | | | 15:59 24.890 1 ...

Core Viewpoint - Nvidia's investment of $5 billion in Intel and their collaboration to develop chips for PCs and data centers signifies a major shift in the computing industry landscape, providing Intel with much-needed capital and resources [1][5]. Group 1: Investment Details - Nvidia will purchase Intel shares at $23.28 each, representing a 6.5% discount from the previous closing price [1]. - Intel's market capitalization is approximately $116 billion, while Nvidia's market cap exceeds $4 trillion, highlighting Nvidia's dominance in the semiconductor industry [1]. Group 2: Collaboration Objectives - The partnership aims to integrate Nvidia's graphics processing technology into Intel's next-generation PC chips and provide processor support for data center products based on Nvidia hardware [1][8]. - Nvidia's CEO emphasized that this collaboration will combine Nvidia's AI and accelerated computing stack with Intel's CPUs and extensive x86 ecosystem, laying the groundwork for the next computing era [6]. Group 3: Strategic Importance for Intel - The investment is crucial for Intel, which has struggled in the high-performance chip market and has been unable to independently fund advanced process research and development [5]. - Intel has recently received support from the U.S. government and strategic investments from SoftBank, further solidifying its financial stability [5]. Group 4: Competitive Landscape - The collaboration is seen as a strategic move to better compete with AMD in the PC market and enhance Intel's offerings in the data center sector [8]. - Intel will provide general-purpose processors for Nvidia's AI clusters, addressing the latter's needs in general computing [8].

Group 1 - The core viewpoint of the article highlights a positive market reaction in the semiconductor sector, driven by Intel's performance [2] - Semiconductor stocks in the U.S. saw significant pre-market gains, with ASML rising by 7.03% [2] - Micron Technology experienced a 2.35% increase, while ON Semiconductor rose by 2.13% [2] - Applied Materials saw a notable rise of 5.6% in pre-market trading [2]

Core Insights - Nvidia and Intel have announced a strategic partnership involving a $5 billion investment from Nvidia into Intel, marking a significant shift in their competitive dynamics [1] - The collaboration aims to integrate Nvidia's graphics technology into Intel's PC chip product line, enhancing Intel's competitiveness against AMD in the desktop and laptop markets [1] - Intel is under significant operational pressure due to market share loss and is actively seeking funding and technological partnerships to support its semiconductor research and development [1][2] Group 1 - Nvidia will purchase Intel common stock at a price of $23.28 per share as part of the agreement [1] - The partnership will allow Intel to provide processors for Nvidia's data center hardware ecosystem, although no specific product launch timeline has been disclosed [1] - Intel has been seeking various funding sources, including a 10% stake from the U.S. government and a $2 billion investment from SoftBank, while also selling non-core assets to raise cash [1] Group 2 - This partnership signifies Intel's transition from an industry leader to a proactive seeker of collaboration, leveraging Nvidia's strengths in artificial intelligence [2] - Nvidia's CEO emphasized the goal of merging Nvidia's AI advantages with Intel's extensive CPU ecosystem to create a new era of computing [2] - Despite the close collaboration, Nvidia is still evaluating its production strategy and has no current plans to outsource chip manufacturing to Intel [2]