Intel, NVIDIA and riva 128
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AI, NVIDIA
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Last week, Intel signed an unexpected deal with rival Nvidia to produce custom PC and data center CPUs that include Nvidia technology. In the PC business, this means that Intel CPUs with integrated Nvidia graphics processing units ( GPUs) are on their way. The big question: What does this mean for Intel's own graphics business?
Intel stock surged after reports of early talks between Apple and Intel for a potential investment. Nvidia and SoftBank have already shown interest in Intel.
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Nvidia’s $5B stake won’t fix Intel’s biggest headache, which is manufacturing losses
Intel’s stock shot up 30% on Thursday after Nvidia revealed it was buying a $5 billion stake, as Cryptopolitan reported. But the hype around that investment
For investors, the message is simple: Nvidia is committing up to $100 billion in staged capital and hardware to OpenAI's buildout -- an investment that ultimately flows back into its own ecosystem. The stock isn't cheap, but the premium reflects a level of certainty few other tech growth stories can match.
Nvidia’s $5B investment in Intel and their AI partnership could accelerate Intel’s turnaround and intensify pressure on AMD. Read more on INTC and AMD stocks here.
The rating affirmation follows Nvidia and Intel’s landmark deal to codevelop custom data center and personal computing products leveraging Intel’s x86 CPU architecture and NVIDIA’s GPU
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Why Intel Rallied Yet Again Today
Intel's stock has now regained levels not seen since July 2024, after a long winter in which its future came into doubt and the stock price fell below the company's book value. However, it appears Tan's capital raise from prominent fabless chipmakers is boosting confidence in Intel's strategy and technology, despite their dilutive effects.
A peek inside the latest Intel Arc graphics card driver files reveals mentions of XeSS multi frame gen to improve gaming performance.