中国基金报·2025-09-18 11:53Core Viewpoint - NVIDIA announced a $5 billion investment in Intel, marking a surprising collaboration between the two competitors to develop chips for PCs and data centers, highlighting a shift in the semiconductor industry landscape [2][5]. Group 1: Investment Details - NVIDIA's investment price is set at $23.28 per share, leading to a pre-market surge of approximately 33% in Intel's stock price, reaching around $33 per share [3]. - This investment follows Intel's recent capital influx from the U.S. government, which agreed to acquire about 10% of the company, and a $2 billion investment from SoftBank [5]. Group 2: Strategic Collaboration - Intel will integrate NVIDIA's graphics technology into its upcoming PC chips and provide processors for data center products based on NVIDIA hardware, although no specific product launch timeline has been provided [5]. - The collaboration aims to combine NVIDIA's AI and accelerated computing capabilities with Intel's CPU and extensive x86 ecosystem, laying the groundwork for the next generation of computing [6]. Group 3: Market Impact - Following the announcement, NVIDIA's stock rose over 3%, and European semiconductor stocks, including ASML, increased by approximately 6% [6][8]. - The partnership signifies a notable change in the competitive dynamics of the computing industry, as Intel seeks to regain its footing amid market share losses [5][6].