Nvidia ha announced An investment of 5,000 million dollars in Intel, its historic rival, as part of a collaboration to develop custom chips for data centers and personal computers. The decision makes Nvidia one of Intel’s most important shareholders and catapults the actions of the US company to a maximum of one year.
Why is it important. This alliance between two technological giants, which for decades have competed fiercely, marks a turning point in the chips industry. Intel, who once dominated the processors sector And it became the company that “put the silicon in Silicon Valley,” has seen how Nvidia snatched the crown as Most valuable chips manufacturer in the world over the last years. Now, Jensen Huang company tends his hand just when Intel more needs it.
Behind the rescue. Intel is going through One of its worst crises In decades. The company has lost ground in both data centers and personal computers against competitors such as AMD, while its contract manufacturing business bleeds billions of dollars. Intel’s actions played minimums of more than a decade this year, forcing the company to cut expenses and fire thousands of workers. The situation became so critical that the US government had to intervene last month With a 10% participation valued at 8,900 million dollars.
The details of the operation. Nvidia will buy Intel shares at $ 23.28 per share, slightly below Wednesday’s closing price but above the $ 20.47 paid by the US government. The investment, which is subject to regulatory approval, will grant NVIDIA approximately 4% of Intel After the issuance of new actions. Of course, the collaboration at the moment seems that it does not include that Intel Fabrique Chips de Nvidia in their plants, something that many analysts They consider key for the survival of your casting business.
What they are going to build together. The agreement contemplates Two product lines. For data centers, Intel will develop personalized X86 processors that NVIDIA will integrate into its artificial intelligence platforms. For the personal computers market, Intel will create chips that combine X86 processors with NVIDIA RTX graphic units in a single component. Both products will use NVLink technology in Nvidia for high -speed communication between chips.
Between the lines. This alliance raises serious challenges for other sector giants. AMD, what has gained market share Both Intel and Nvidia in Gaming and Ia for laptops, now faces an explosive alliance. It also generates doubts about the future of Intel ARC graphics cardsespecially now that the company will depend on Nvidia’s experience in GPU. For TSMC, Current manufacturer Of the star chips of Nvidia, there is also the risk that part of that production can eventually move to Intel.
A news that the industry has resume. The announcement has triggered the actions Intel 30% in operations prior to the opening of the market, placing them at maximum since July of last year. “It is a reflection that Nvidia seeks to diversify to some extent its investment in the United States and also win some points with the US government,” affirms Chris Beauchamp, Analyst and Mercado Chief of IG Group. Companies promise “multiple generations” of joint products, although they have not completed launch dates.
Cover image | Nvidia and Intel
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