智通财经网·2025-09-19 00:31Group 1 - Nvidia's CEO Jensen Huang announced a collaboration with Intel to produce a "revolutionary" chip through TSMC, focusing on custom CPUs for data centers that integrate with Nvidia's AI ecosystem [1] - The partnership aims to combine Nvidia's NVLink technology with Intel's x86 architecture to create customized products for both data centers and the PC market [1] - Nvidia is investing $5 billion in Intel to develop products that integrate Intel CPUs with Nvidia GPUs, targeting both data center and personal computer markets [1] Group 2 - The collaboration is expected to create a tightly integrated custom chip combining top-tier CPUs and GPUs, particularly in the laptop sector, opening up a market opportunity worth approximately $50 billion annually [2] - The data center CPU market is projected to be valued at $25 billion, while annual sales of PC laptops are estimated at 150 million units [2] - Huang clarified that the collaboration is not influenced by the Trump administration, although U.S. Commerce Secretary Howard Lutnick expressed excitement about the partnership [2]