Intel(US:INTC) AI前线·2025-09-19 08:08Core Viewpoint - NVIDIA is investing $5 billion in Intel to develop custom CPU and GPU integrated products, marking a significant collaboration between the two companies that were once rivals [2][3]. Group 1: Investment and Market Impact - If the investment passes regulatory approval, NVIDIA will become one of Intel's largest shareholders, owning approximately 4% of Intel's shares [3]. - Following the announcement, Intel's stock surged by about 28% at one point during trading, closing with a gain of approximately 22.77%, marking its best single-day performance in 38 years [3]. Group 2: Collaboration Details - The partnership aims to combine NVIDIA's AI computing and GPU technology with Intel's CPU technology and manufacturing capabilities to create a more powerful computing system [8][10]. - NVIDIA will utilize its NVLink technology to seamlessly connect its AI and GPU capabilities with Intel's CPU and x86 ecosystem, while Intel will develop custom x86 CPUs for NVIDIA's AI platform [11][13]. Group 3: Historical Context - Intel was once the dominant player in the chip industry, particularly in the PC market, while NVIDIA was primarily a GPU manufacturer [16]. - The relationship soured in the late 2000s due to disputes over patent licensing, leading to a prolonged rivalry [18][19]. - Over the years, NVIDIA has emerged as a leader in AI computing, while Intel has struggled to keep pace, particularly in the AI acceleration market [21]. Group 4: Future Prospects - The collaboration is seen as a potential turning point for Intel, providing a new direction in AI chip development and possibly redefining the AI PC landscape [22][24]. - Analysts suggest that this partnership could accelerate the development of AI infrastructure and personal computing products, benefiting both companies [22][24].