Nvidia to invest $5bn in Intel and co-develop data centres, PC chips

Core Insights - Nvidia is set to invest $5 billion in Intel to co-develop custom data centers and PC products, following a $8.9 billion investment by the US government in Intel to boost semiconductor manufacturing [1] - Nvidia will purchase Intel common stock at $23.28 per share, acquiring approximately 4% of Intel after new shares are issued, pending regulatory approvals [2] - The collaboration aims to integrate Nvidia's AI and accelerated computing with Intel's CPU technologies, utilizing Nvidia NVLink to connect their architectures [2][3] Partnership Details - The partnership will focus on jointly developed data centers and PC products for hyperscale, enterprise, and consumer markets [3] - Nvidia's CEO emphasized that AI is driving a new industrial revolution, with Nvidia's CUDA architecture at the core of this transformation [3] - Intel will create Nvidia-custom x86 CPUs for data centers, which Nvidia will integrate into its AI infrastructure platforms [4] Personal Computing Innovations - In personal computing, Intel will develop x86 system-on-chips that incorporate Nvidia RTX GPU chiplets, aimed at enhancing CPU and GPU integration in PCs [5] - Intel's CEO highlighted the foundational role of Intel's x86 architecture in modern computing and the company's commitment to innovating for future workloads [5] - The collaboration is expected to leverage Intel's data center and client computing platforms alongside Nvidia's leadership in AI and accelerated computing to drive industry breakthroughs [6]