On September 18, NVIDIA and Intel announced an unprecedented collaboration, with NVIDIA investing $5 billion in Intel to jointly develop AI infrastructure and personal computing products. This partnership marks a strategic alliance between two tech giants facing increasingly fierce market competition and technological changes. By integrating their respective strengths, they aim to enhance their competitiveness in the fields of AI, data centers, and personal computing.

In recent years, with the rise of competitors such as AMD and ARM, both NVIDIA and Intel have faced competitive pressures from multiple fronts. NVIDIA has achieved significant market share in the AI chip sector, while Intel has maintained a dominant position in the traditional CPU market. Through this collaboration, both parties can better address market competition, jointly develop new technologies, and improve product performance.

Collaboration Content and Technical Integration

In the data center domain, Intel will design and manufacture customized x86 CPUs for NVIDIA, integrating NVIDIA's NVLink technology to enable high-speed communication between CPUs and GPUs. These customized CPUs will be integrated into NVIDIA's AI infrastructure platform and launched into the market. This partnership will closely combine Intel's CPU technology with NVIDIA's GPU technology, providing greater computing power for data centers.

In the personal computing domain, Intel will develop and launch x86 system-on-chips (SoCs) that integrate NVIDIA's RTX GPU chipsets. This integrated solution will offer enhanced graphics processing capabilities for personal computers, especially in gaming laptops and small-form-factor PCs. This collaboration is expected to give Intel a new competitive edge against AMD.

Investment Details and Future Outlook

NVIDIA will purchase Intel's common stock at a price of $23.28 per share, with a total investment of $5 billion. This investment will make NVIDIA one of Intel's significant shareholders, holding approximately 4.9% of the shares. Following the announcement, Intel's stock price surged by as much as 30% in pre-market trading, reflecting the market's high recognition of this partnership.

This collaboration is not only a deep-level integration of NVIDIA and Intel's technologies but also a crucial step in their strategic layout. Through this partnership, both parties can secure a more advantageous position in future technological developments, particularly in the fields of AI, autonomous driving, and data centers. Additionally, this collaboration may have a profound impact on the entire semiconductor industry, driving further integration and innovation within the sector.

Jensen Huang, CEO of NVIDIA, described the partnership as "historic," closely integrating NVIDIA's AI and accelerated computing technologies with Intel's CPUs and x86 ecosystem. Pat Gelsinger, CEO of Intel, also noted that Intel's leading data center and client-computing platforms, combined with advanced manufacturing and packaging capabilities, will complement NVIDIA's leadership in AI and accelerated computing.

Conevo Electronic Integrated Circuits Distributor

Conevo is a leading semiconductor distributor specializing in providing high-performance and reliable IC products across various categories. With a wide range of inventory, Conevo serves multiple industries, including industrial control, consumer electronics, communications, and IoT. Here are some popular IC models:

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