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A The most valuable companies in the world are throwing Intel a lifeline.
Nvidia, whose market caps have $ 1.5 trillion, say today that it will invest $ 1 billion in Intel, the United States Chipmaker, which was recently at the center of an obsolete investment agreement with the US government. Intel’s shares have jumped more than 30 percent after the news.
Two American chipmakers are also entering with the help of a product. Intel said in a statement on Thursday that “Intel’s top CPU and X 86 Ecosystem will be seamlessly connected to accelerating computing computing using NVDiak AI and NVLank, referring to the NVDia technology that connects CPUs to GPUs.
Intel CEO pull lip-boo Post a photo With X -on Nvidia Kofounder and CEO Jensen Huang. Tan writes that he is interested in grouping with his “good friend Jensen” to develop the custom data center and PC chips jointly.
At a press briefing, Huang emphasized that this deal allowed NVidia to scalch its rack architecture systems that combine 72 GPU with custom CPUs. Huang also said that working with Intel means that Nvidia can take a larger piece of the private device market. “Every year 150 million laptops are sold,” he said. “We are now creating a system-on-chip that fus the two processors to a giant SOC, and it will become a new class of unified laptops that have never seen the world before.”
Huang assumes that this deal represents “$ 25 billion and $ 50 billion of annual opportunities”.
Nvidia comes in heels of investment US government has taken about 10 percent of the Intel The Chips Act convert billions of dollars into equity investment.
The US government is also renovating export controls, which have restricted the selling GPUs to Nvidia (and AMD) in China. The administration recently said that they will provide NVIDIA and AMD export licenses, enable them to sell specific chips to China, if agencies reduce the US government by 15 percent of the money.
Huang emphasized that the Trump administration was not involved in the Nvidia discussion, which has been going on for almost a year according to Huang. Huang said “The Trump administration was not involved in this partner at all.” “They were certainly very helpful. Today, I have got the chance to say [Secretary of Commerce, Howard Lutnick]And he was very excited and helpful to see American technology companies working together. “
Nevertheless, Paturhead, founder and chief analyst of Moore Insights and Strategy, said, “I believe that Nvidia invests this investment and score points with the administration.”
“Futerum Group’s semiconductor and emerging technology research director Ray Wang said,” The administration’s step in the company’s partnership must have some speed to attract more outward investment, such as Intel’s softbank earlier investment. “
Wang also mentions that the initial announcement of partnership between Intel and NVEDIA did not mention Intel’s Foundry Services, which offers Intel customers the most advanced chip design and production opportunity for customers. Nvidia mainly depends on the Taiwan Semiconductor Manufacturing Organization for those services. (TSMC also produces some chip in Intel))
