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Nvidia’s $5B Intel Partnership Sparks $150B Market Surge
Nvidia’s $5B Intel Partnership Sparks $150B Market Surge
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BTCCSquare news:
Nvidia's strategic $5 billion investment in Intel has triggered a seismic market reaction, with the GPU leader's valuation soaring $150 billion—30x the size of its initial outlay. The collaboration centers on developing custom x86 CPUs for data centers and hybrid GPU-CPU designs for AI PCs, targeting a 220-million-unit shipment opportunity by 2028.
William Blair analysts highlight the deal's dual upside: Nvidia gains incremental revenue streams in a $50 billion TAM expansion, while Intel secures critical foundry funding and data center clients. The partnership, secretly in development for a year according to CEO Jensen Huang, positions both firms to dominate the AI hardware stack while pressuring rivals like AMD.
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