Mei Ri Jing Ji Xin Wen·2025-09-19 07:28Core Viewpoint - The collaboration between Intel and Nvidia is seen as a potential game-changer in the semiconductor industry, targeting a combined market exceeding $50 billion in data centers, personal computers, and edge computing [1][2][6]. Group 1: Collaboration Details - Intel and Nvidia announced a partnership to develop customized data center and personal computer products, with Intel set to create x86 processors for Nvidia and integrated systems featuring Nvidia's RTX GPUs [7][11]. - Nvidia plans to acquire Intel shares at $23.28 per share, marking a significant investment in Intel [6][7]. - The partnership aims to leverage both companies' strengths, with Nvidia focusing on AI infrastructure and Intel on its established user base and patents [2][11]. Group 2: Market Impact - Following the announcement, Nvidia's stock rose over 3%, while Intel's surged more than 20%, contrasting with AMD's stock decline [5]. - Analysts suggest that this collaboration could disrupt the current market dynamics, potentially ending the "three-horse race" among Nvidia, Intel, and AMD [12][13]. - The partnership is viewed as a strategic move to enhance competitiveness against AMD, which has been successful with its CPU and GPU integration [12][13]. Group 3: Strategic Context - The collaboration comes at a time when both companies face challenges: Nvidia has struggled in key markets, and Intel's recent 3nm chips have underperformed [1][16]. - The partnership is perceived as a response to political pressures and market uncertainties, particularly regarding Intel's standing with the U.S. government [17][18]. - Analysts believe that while the collaboration is promising, the extent of technological integration and future product development remains to be seen [14][15].