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Ives Says Pop the Champagne for Intel
Youtubeยท2025-09-18 14:31

I've no doubt the president's happier with this move. Noninferior for an intel higher by almost 30% in the free market. Your first reaction to that deal.Well, I mean, look, from an investor in video perspective, I don't see a big strategic rationale given Intel has been such a big competitor over the years, except for the fact that Nvidia has a very healthy balance sheet and it's been making investments in core Veev and some other cloud providers. So $5 billion is not a big amount for them given their balan ...