北京时间9月18日晚间，两大芯片巨头，英特尔及英伟达"突然"宣布达成合作。9月19日凌晨，英伟达创始人兼首席执行官黄仁勋和 英特尔首席执行官陈立武出现在同一场线上发布会上，以"为下一个计算时代创造创新解决方案"为主旨介绍了此次合作。两家公司 剑指数据中心、个人电脑和边缘计算等规模合计超500亿美元的市场。 "双英"合作被业界视为一个可能改变游戏规则的事件。独立国际策略研究员陈佳介绍，双方业务横跨PC（个人电脑）、服务器的 CPU（中央处理器）、NPU（神经网络处理器）以及AI（人工智能）算力，双方的合作相当于将CPU、AI处理器等多个PC模块和 多种芯片架构拉通了。英伟达、英特尔、AMD三分天下的格局或因此宣告结束。 需要注意的是这场合作的背景：英伟达在一些重要市场发展不顺；英特尔近年来也略显"疲态"，其3纳米芯片在多方面的表现未达 预期，x86架构下的芯片直接落地AI场景较为困难，且公司同样受政治因素影响。 英伟达和英特尔的"双英"合作，像极了朝堂新贵牵手世家大族，前者风头正盛，有不可替代的AI芯片壁垒，后者风光多年，有众多 用户与大量专利。当曾经的竞争对手谈起合作，尤其双方还有着改变业界规则的话语权和能力 ...

Core Viewpoint - The collaboration between Nvidia and Intel is seen as a potential game-changer in the semiconductor industry, combining Nvidia's AI chip dominance with Intel's extensive user base and patents [2][4]. Group 1: Collaboration Announcement - Nvidia and Intel announced their partnership on September 18, focusing on creating innovative solutions for the next computing era, targeting a combined market exceeding $50 billion [2][4]. - The partnership includes joint development of customized data center and PC products, with Intel customizing x86 processors for Nvidia and launching SoCs integrated with Nvidia's RTX GPUs [4][5]. - Nvidia plans to purchase Intel shares at $23.28 per share, marking a significant investment in Intel [4][5]. Group 2: Market Impact - The collaboration is expected to disrupt the current market dynamics, potentially ending the existing three-way competition among Nvidia, Intel, and AMD [2][10]. - Analysts suggest that the partnership could create substantial opportunities, with estimates of addressing market opportunities ranging from $2.5 billion to $50 billion annually [8][10]. Group 3: Strategic Context - The collaboration arises amid challenges faced by both companies, with Nvidia struggling in key markets and Intel experiencing setbacks with its 3nm chips and political pressures [2][13]. - The partnership is viewed as a strategic move to enhance the U.S. semiconductor industry's global advantage and alleviate concerns about Intel's potential government acquisition [13][14]. Group 4: Future Considerations - The collaboration's success hinges on the extent of technological integration and cooperation between the two companies, with some experts viewing it as a tentative partnership rather than a full merger of capabilities [11][14]. - Intel's extensive patent portfolio may provide long-term advantages, but the current collaboration is primarily led by Nvidia due to its recent market positioning [14].