Sou Hu Cai Jing·2025-09-19 11:04Core Insights - Intel announced a $5 billion investment in Nvidia, aiming to leverage both companies' strengths to develop custom data center and PC-related products [2] - Nvidia's CEO Jensen Huang highlighted the current limitations of x86 architecture products and the goal of integrating NVLink into Intel's data center CPUs to enable both Arm and x86 architecture offerings [2] - Huang acknowledged TSMC's significance in the semiconductor industry, indicating that while Intel has been a partner, TSMC remains a critical player for manufacturing capabilities [2] Group 1 - Intel's investment in Nvidia is approximately 355.31 billion RMB [2] - The collaboration focuses on introducing NVLink into Intel's data center CPUs [2] - Nvidia aims to create rack-level AI supercomputing by integrating x86 CPUs into the NVLink ecosystem [2] Group 2 - Huang emphasized that the x86 ecosystem currently cannot utilize NVL72 level products [2] - Both CEOs recognized TSMC as a world-class foundry and acknowledged their status as major clients [2] - The conversation between the companies indicates a productive partnership despite the manufacturing limitations at Intel [2]