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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
Di Yi Cai Jing· 2025-09-18 12:03
Core Insights - Intel will customize x86 architecture CPUs for NVIDIA, which will integrate these products into its AI infrastructure platform [1][4] - NVIDIA announced a $5 billion investment to acquire Intel common stock at $23.28 per share, pending regulatory approval [1][3] Group 1: Company Collaboration - NVIDIA is the leading GPU manufacturer, while Intel is one of the major CPU manufacturers [3] - The collaboration aims to develop multiple generations of customized data center and PC products to accelerate applications and workloads in large-scale enterprise and consumer markets [3][4] Group 2: Product Development - Intel will create x86 architecture CPUs tailored for NVIDIA, which will be integrated into AI infrastructure platforms [4] - In the personal computing sector, Intel will develop and market x86 architecture SoCs (System on Chips) that incorporate NVIDIA's RTX GPU chips [4] Group 3: Technological Integration - The two companies will utilize NVIDIA's NVLink to connect their 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 merges two world-class platforms, aiming to expand the ecosystem [4] Group 4: Market Reaction - Following the announcement, Intel's stock rose by 28.39%, while NVIDIA's stock increased by 3.3% [4] - As of September 17, Intel's stock closed at $24.90 per share, with a market capitalization of $109 billion, while NVIDIA's market capitalization stood at $4.14 trillion [4]