财联社·2025-09-18 23:44Core Viewpoint - Nvidia's CEO Jensen Huang announced a $5 billion investment and technology collaboration with Intel, marking a significant partnership aimed at developing AI systems for data centers and PCs [3][4]. Group 1: Investment and Collaboration - The collaboration is a result of ongoing discussions between Nvidia and Intel over the past year, with both CEOs having a long-standing friendship [3]. - Nvidia will work with Intel to develop AI systems that integrate Intel's x86 architecture CPUs with Nvidia's GPUs and networking technologies [4]. - The total addressable market for the collaboration is estimated to be as high as $50 billion [5]. Group 2: Technical Aspects - Nvidia plans to procure Intel CPUs to connect them to super chips, forming computing nodes that will be integrated into AI supercomputers [5]. - The partnership will utilize Intel's packaging technology, which is crucial for integrating multiple chip components into a single unit for machine installation [8]. Group 3: Market Dynamics - Historically, CPUs have been the most critical components in PCs and servers, with Intel dominating this market. However, modern AI infrastructure often requires multiple Nvidia GPUs for each CPU [4]. - Nvidia's NVL72 system, used by Microsoft, employs Arm architecture CPUs instead of Intel's x86 architecture, indicating a shift in market needs [4]. Group 4: Future Prospects - The collaboration is focused on product development rather than Intel's foundry business, although future cooperation in the foundry space is not ruled out [7]. - Nvidia currently relies on TSMC for chip production but is evaluating Intel's foundry technology for potential future use [7].