Sou Hu Cai Jing·2025-09-19 04:27Group 1 - The core investment involves NVIDIA purchasing $5 billion worth of Intel common stock at $23.28 per share, which translates to approximately 355 million RMB [1][3] - Following this transaction, NVIDIA is expected to hold about 4% of Intel's shares, leading to a significant increase in Intel's stock price, which surged by 30% at one point and closed up 22.8%, adding around $26.5 billion to its market capitalization [3][4] - Intel plans to collaborate with NVIDIA to develop customized data center and personal computing products, enhancing capabilities in large-scale computing and various applications [3][4] Group 2 - The partnership is seen as a crucial lifeline for Intel, which has been struggling in the CPU market, allowing it to enhance its product line, particularly in AI technology [4][5] - Intel's CEO emphasized the importance of the x86 architecture and the collaboration with NVIDIA to drive innovation and business growth in the AI and accelerated computing sectors [5] - NVIDIA's CEO highlighted the transformative impact of AI on the computing stack and the significance of this partnership in merging NVIDIA's AI capabilities with Intel's CPU and x86 ecosystem [5][6]