2 1 Shi Ji Jing Ji Bao Dao·2025-09-18 17:03Group 1: Intel and Nvidia Collaboration - Intel's stock surged by 26% following the announcement of a partnership with Nvidia to develop AI infrastructure and personal computing products [2][5] - Nvidia will invest $5 billion in Intel at a price of $23.28 per share, focusing on integrating Nvidia's AI capabilities with Intel's CPU technology [8] - The collaboration aims to create customized x86 CPUs for data centers and integrate Nvidia's RTX GPU Chiplet into new x86 SoCs for personal computing [9] Group 2: Semiconductor Sector Impact - Intel's rise positively influenced semiconductor stocks, with notable increases in stocks such as Marvell Technology (up 5.6%), Micron Technology (up 4.76%), and ON Semiconductor (up 4.72%) [4] - The partnership is expected to enhance the competitive landscape in the semiconductor industry, combining Nvidia's strengths in AI with Intel's established CPU architecture [9] Group 3: Market Reactions and Trends - The broader market saw mixed reactions, with major tech stocks like Meta and Alphabet rising over 1%, while Tesla and TSMC saw less than 1% increase [2] - The collaboration between Intel and Nvidia is viewed as a significant step in the evolution of computing, with both companies aiming to expand their ecosystems and prepare for the next computing era [9]