Nvidia CEO Jensen Huang said that the company's $5 billion investment and technology collaboration with Intel comes after the two companies held discussions for nearly a year.Huang said that he communicated personally with Intel CEO Lip-Bu Tan about the partnership. He called Tan a "longtime friend" on a Thursday call with reporters after the companies announced that Nvidia would co-develop data center and PC chips with Intel as part of the investment deal. On the call, Tan said he and Huang have known each ...

And Intel shares are surging this morning after Nvidia announced a $5 billion investment in the company. The two companies will also work together to develop chips for data centers and PCs. Joining us for more, Patrick Moore had more inside strategy founder, CEO, and chief analyst.Pat, you are steeped in these semiconductor companies. You know the history well. You know the product cycle well.What does this mean. I mean, this is a surprise here. Um, what does this mean for Intel.First of all, let's take tha ...

Mike, the call just ended with the press right now. Three main points that I'm seeing. So, the first one was uh they said that they were working on this partnership very quietly.There was no collaboration with the White House, President Trump. They were just really announced it to them very very recently. I know there was concerns given that uh the White House did invest in Intel about a month ago.So, according to uh both leaders in the White House had nothing to do with this deal. The second part is that y ...

[Music] Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, full coverage on the Fed as the central bank kicks off its rate cutting cycle. Plus, Nvidia and Intel striking a deal.We'll break down what it means for both chip companies. And we get a read on the state of the consumer as Olive Garden parent reports earnings. We'll break down those numbers.Plus, let's get a check of the markets right now. ...

Summary of Intel and NVIDIA Collaboration Conference Call Industry and Companies Involved - **Industry**: Artificial Intelligence (AI) and Computing - **Companies**: Intel Corporation and NVIDIA Corporation Core Points and Arguments 1. **Historic Partnership Announcement**: Intel and NVIDIA announced a collaboration to develop AI infrastructure and personal computing products, marking a significant milestone in the computing industry [3][4][5] 2. **Focus on AI and Accelerated Computing**: The partnership aims to integrate Intel's x86 CPUs with NVIDIA's AI and accelerated computing architecture, enhancing performance and efficiency [3][4][6] 3. **Custom CPU Development**: The collaboration will involve creating custom Intel x86 CPUs specifically designed for NVIDIA's AI infrastructure platforms and personal computing products [4][10] 4. **Market Opportunities**: The partnership is expected to address a combined market opportunity of approximately $25 billion to $50 billion annually, focusing on both data centers and consumer PCs [25][37] 5. **Integration of Technologies**: The companies plan to fuse Intel's CPUs with NVIDIA's GPU chiplets, creating a new class of integrated graphics laptops and enhancing the capabilities of AI supercomputers [12][19] 6. **Addressing Unmet Market Segments**: The collaboration targets segments of the market that have been largely unaddressed by NVIDIA, particularly in integrated CPU-GPU solutions for laptops [11][12] 7. **Long-term Vision**: The partnership is seen as a strategic move to revolutionize general-purpose computing platforms by combining NVIDIA's accelerated computing with Intel's x86 architecture [26][57] Additional Important Content 1. **Investment in Intel**: NVIDIA has made an equity investment in Intel, reflecting confidence in the partnership and the potential for significant returns [27][29] 2. **Manufacturing Considerations**: While the partnership focuses on product collaboration, there are ongoing discussions about the potential for deeper manufacturing collaboration in the future [23][24][33] 3. **Cultural Shift at Intel**: Intel's leadership emphasizes a shift towards a more engineering-focused culture to match NVIDIA's fast-paced innovation environment [44] 4. **Regulatory Environment**: The partnership is not influenced by external political factors, and both companies are focused on their strategic goals [18][50] 5. **Future Product Development Timeline**: The technology teams have been working on the partnership for nearly a year, with expectations for new products to emerge in the market in the near future [17][19] This summary encapsulates the key points discussed during the conference call, highlighting the strategic collaboration between Intel and NVIDIA in the evolving landscape of AI and computing technologies.

Christina Parts Neville has got more in today's tech check. Hey Christina. >> Hi Melissa.Well, Intel, like you said, is up big because the most valuable AI company just wrote them a $5 billion check. The deal has two parts. Intel builds custom CPU central processing units for Nvidia's data center platforms.And then Intel also creates chips combining their processors with Nvidia's graphics specifically for personal computers PC. Notice what's not mentioned. Intel's foundry business.zero manufacturing commitm ...

uh Deep Water Asset Management Managing Partner Gene Muners is with us along with Wed Bush chips analyst Matt Bryson. Gan, uh Matt, great to see you both. Gene, I I'll kick it off with you.Why do you think Intel is up so much. I mean, what is what is a statement that you would make about about this move. Is it that Intel wasn't as bad as thought.I mean, Nvidia would surely not throw money into a a failing company. I think it's up because it's a validation. Christina talked about it.This is a a massive valid ...

Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Yeah, is SMH the semis ETF best day since June up 10 of of 11 days. You guys know about that. Software is big in the news today.Crowd Strike gets a number of target hikes after its investor day. So there's a cyber uh speaking of IPO Netcope pricing at 19. I think that stock has actually opened uh for trade uh already up at the NASDAQ.So we can maybe get a a look at that as we do the segue to Malcolm before we wrap up our Ablock today. You bought Oracle. You bought it about 9 days ago uh right ahead of the e ...

Yeah, is SMH the semis ETF best day since June up 10 of of 11 days. You guys know about that. Software is big in the news today.Crowd Strike gets a number of target hikes after its investor day. So there's a cyber uh speaking of IPO Netcope pricing at 19. I think that stock has actually opened uh for trade uh already up at the NASDAQ.So we can maybe get a a look at that as we do the segue to Malcolm before we wrap up our Ablock today. You bought Oracle. You bought it about 9 days ago uh right ahead of the e ...