$Intel(INTC.US) - BAIRD: “TODAY’S ANNOUNCEMENT IS INCREMENTALLY POSITIVE FOR INTEL.”
Nvidia and Intel will co-develop data center and PC products using NVLink, with Intel making custom x86 CPUs for Nvidia and integrating RTX GPUs into x86-based SoCs. Nvidia will also buy $5B of Intel stock. The deal expands Nvidia’s TAM, strengthens Intel’s foundry and PC share, and pressures AMD. Longer term, it enhances Intel’s AI exposure and validates x86 in AI.The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments