NVIDIA (NVDA. O) announced on Thursday that it would invest $5 billion in Intel (INTC. O) to support the struggling U.S. chip foundry, but did not award Intel a key chip manufacturing order. The agreement also includes plans for Intel and NVIDIA to jointly develop chips for personal computers and data centers, which could pose a latent risk to TSMC (TSM. N).
At present, TSMC is responsible for the production of Nvidia's flagship processors; as the world's most valuable company, Nvidia may transfer this part of the business to Intel in the future. And ultra-micro semiconductors, which compete with Intel in the field of data center chip supply, may also suffer from Nvidia's support for Intel.
NVIDIA invested in Intel for $5 billion and reached a chip cooperation
2025-09-18 11:06:45
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