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英特尔盘前涨近30%!英伟达宣布50亿美元入股,合作定制芯片
第一财经·2025-09-18 13:17

Core Viewpoint - Nvidia announced a $5 billion investment to acquire Intel's common stock at $23.28 per share, pending regulatory approval, aiming to enhance collaboration in developing customized data center and PC products [3][4]. Group 1: Company Collaboration - Nvidia and Intel will collaborate to develop multiple generations of customized data center and PC products, focusing on large-scale enterprise and consumer market applications [4]. - Intel will customize x86 architecture CPUs for Nvidia, which will integrate these products into its AI infrastructure platform [4]. - In the personal computing sector, Intel will develop x86 architecture SoCs integrated with Nvidia's RTX GPU chips to drive computers [4]. Group 2: Technological Integration - The collaboration will utilize Nvidia's NVLink to connect Nvidia and Intel architectures, combining Nvidia's AI and accelerated computing advantages with Intel's CPU technology and x86 ecosystem [4]. - Nvidia's CEO Jensen Huang emphasized that this partnership will tightly integrate Nvidia's AI and accelerated computing stack with Intel's CPU and x86 ecosystem, expanding the ecosystem for both companies [4][5]. Group 3: Market Reaction - Following the announcement, Intel's stock rose by 28.39%, while Nvidia's stock increased by 3.3% [5]. - As of September 17, Intel's stock closed at $24.9 per share, with a market capitalization of $109 billion, while Nvidia's market capitalization stood at $4.14 trillion [5].