Core Viewpoint - The collaboration between NVIDIA and Intel, marked by NVIDIA's $5 billion investment, is set to reshape the semiconductor industry, particularly in the realms of CPU and GPU integration, and could significantly enhance both companies' market positions in AI and data center solutions [4][21]. Group 1: Investment and Market Impact - NVIDIA announced a $5 billion investment in Intel at a share price of $23.28, leading to a 22.77% surge in Intel's stock, marking its largest single-day gain in nearly 40 years [4][5]. - The partnership is expected to revitalize Intel's Data Center Group (DCG) business, which has struggled in the AI server market over the past two years [8]. - The collaboration is seen as a "confidence vote" for Intel, potentially more significant than previous investments from the U.S. government and SoftBank, as it reflects a commercial consideration rather than political motivations [21]. Group 2: Technical Collaboration - The introduction of NVLink will allow for direct connections between CPUs and GPUs, reducing latency and increasing bandwidth, which could enhance performance in AI and accelerated computing [8]. - Intel will customize X86 processors for NVIDIA, which may be integrated into NVIDIA's AI infrastructure, potentially replacing ARM-based solutions in future products [11][14]. - The integration of NVIDIA RTX GPU chiplets into Intel's X86 system-on-chip (SoC) could revolutionize the PC market by addressing efficiency bottlenecks and enabling the development of high-performance lightweight laptops [16][15]. Group 3: Industry Dynamics and Future Prospects - The partnership raises questions about the future of the Chiplet Alliance, which aims to standardize heterogeneous chip interconnects, as Intel's shift to NVLink may disrupt the UCIe standard [18][19]. - Despite Intel's recent struggles in its foundry business, its advanced process technologies are still competitive, and there is potential for NVIDIA to utilize Intel's foundry services to diversify its supply chain [23][25]. - The collaboration could lead to a new "NV-Wintel" alliance, which may redefine the PC industry landscape and challenge other players in the market [28][29].

昨夜，芯片行业发生巨震。 北京时间9月18日晚间，英伟达宣布将以每股23.28美元的价格向英特尔投资50亿美元，同时双方将联合开发面向PC和数据中心的新款芯片。 受此消息影响，英特尔股价暴涨22.77%，创下近40年的最大单日涨幅。 作为CPU和GPU领域的执牛耳者，这次"双英合璧"让业界倍感震惊，尤其考虑到英特尔手中还握着世界上唯三的先进制程代工产能，难免让人心生联想。 在今日凌晨的电话会议上，多家外媒就"联合开发产品的具体路线图"、"是否涉及先进制程代工合作"等问题向黄仁勋与陈立武追问。对此，两位掌门人默契 地保持一致，要么回避核心问题，要么以商业互吹淡化细节，总结下来就是"一切以公告内容为准"。 可即便只是看公告中的内容，都足以给业界留下充足的想象空间。 世纪握手，如何改变行业格局？ 结合两家公司的公告来看，除了财务入股外，本次双方合作将围绕三点展开： 逐一去讨论下这几个合作要点的意义。 首先是NVLink的引入，这意味着未来CPU与GPU之间的链接不再需要通过PCIe总线，而是通过更低延迟、更高带宽的NVLink实现C2C直连。 遥想当年NVLink问世的时候，老黄奔走各个上下游企业说服他们改用NVL ...