3 6 Ke·2025-09-19 01:42Core Insights - NVIDIA announced a $5 billion investment in Intel at a price of $23.28 per share, which will result in NVIDIA holding over 4% of Intel's shares [1] - Following the announcement, Intel's stock price surged by 22.77%, while NVIDIA's stock rose by 3.54% [3] Investment Details - NVIDIA's investment will position it among Intel's top five shareholders, alongside major investors like Vanguard and BlackRock [2] - The investment is part of a broader collaboration where Intel will customize x86 processors for NVIDIA, and NVIDIA will integrate its RTX GPU into Intel's x86 system-on-chip offerings [3] Technological Collaboration - The partnership aims to leverage NVLink technology for seamless architecture interconnection, combining NVIDIA's strengths in AI and accelerated computing with Intel's advanced CPU technology [6] - NVIDIA's Grace CPU, which integrates NVLink, allows for high bandwidth and low latency connections between CPU and GPU, addressing previous bottlenecks associated with PCIe [6][8] Future Implications - By enabling Intel's x86 CPUs to support NVLink, NVIDIA expands the application of NVLink from its proprietary ecosystem to a larger and more open x86 server and PC ecosystem [9] - This strategic move is expected to enhance NVIDIA's leadership in the accelerated computing sector by providing more enterprises and developers access to NVLink's high-speed interconnect advantages [9]