英伟达入股英特尔 美国核准

Group 1 - The U.S. Federal Trade Commission (FTC) has approved a $5 billion partnership agreement between NVIDIA and Intel, indicating that regulators do not see immediate antitrust concerns with this deal [1] - NVIDIA signed a strategic partnership agreement with Intel in September, where NVIDIA will purchase Intel shares worth $5 billion at a price of $23.28 per share to jointly develop AI and chip technologies for next-generation personal computing products and data centers [1] - This agreement aims to integrate NVIDIA's GPU technology with Intel's CPU technology to compete with rivals such as TSMC and AMD [1] Group 2 - NVIDIA currently holds approximately 85-95% of the data center GPU market, raising antitrust concerns, and completing the deal with Intel would further solidify its market position [1] - In 2022, the FTC blocked NVIDIA's $40 billion acquisition of ARM, but the approval of the NVIDIA-Intel deal suggests that regulators view this transaction as not immediately violating antitrust laws [1] - Analyst Stacy Rasgon from Bernstein noted that NVIDIA's current trading price is about 13% discounted compared to the Philadelphia Semiconductor Index, and historically, the price-to-revenue ratio is at 1, indicating a rare attractive level for NVIDIA's stock [1]