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Analysts say
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Industrial comment focuses on competition between TSMC, AMD and Global Chip.
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The biggest technology deal of a decade of discussion on foundry future and competitors
A recent report has been announced that NVIDIA will invest $ 5 billion in Intel, with many in the technology industry a shock.
The agreement will include the world’s largest chip company, buying 4% of its long -term competitor’s shares, and Intel undertook to create custom X86 processors for NVIDIA AI infrastructure.
This transaction also includes plans for the X86 system chips that have connected the Intel processor to the NVIDIA GPU, referring to the possibility of the Future Data Center X86 APU.
The surprise message had a direct impact on the markets. NVIDIA’s value for news has increased by about $ 150 billion, more than all Intel capitalization. On paper, it was thirty times for its $ 5 billion investment in less than 24 hours. Intel’s shares have also fallen, marking the best day of its day since 1987.
Nvidia’s investment gives the competitor property while ensuring a new product class plan. Intel provides both capital and much -needed confidence voting on his ability to play a role in the AI era.
But what did technology journalists and analysts do from the news?
In their reports, The register The NVIDIA Front has framed this step with Tobias Mann writing: “Nvidia, this agreement allows you to expand its GPU Empire into an integrated graphics arena – a space that historically dominates Intel and AMD.
By describing Nvlink as the key, Mann said that integrating Interconnect Tech into its CPU designs, NVIDIA will be able to offer NVL72 -style systems based on their domestic CPU and Intel’s Xeons, as well as a larger PC graphics arena.
Serve the homePatrick Kennedy touched the corner of the data center, announcing that the company “says Intel will create NVIDIA-CUSTOM X86 CPUs to integrate NVIDIA into its AI infrastructure platforms and offer the market”.
Kennedy reported on computers: Intel will create and offer the market X86 systems on chips that will integrate the NVIDIA RTX GPU Chiplates. The register It is warned that such progress “can mean bad news for Intel’s Internal Graphics Department”, given the limited adhesion of the ARC.
Questions about Intel Foundry sit next to product plans.
Writing Yahoo financeLaura Bratton said: “Investment is not solved by little, of course, the biggest Intel problem: how to correct a heavy -duty chip production business,” quoting losses and long ways to generate cash.
CNBC Citi’s skepticism to integrate the NVIDIA schedule, the Intel processor processors will be more competitive against AMD, quoting Analyst Christopher Danely: “We doubt that it makes Intel processor more competitive because another company does not make the CPU.
Reuters“Stephen Nelis pointed out the potential indirect increase in production by writing that the partnership” could help the new generation of the new generation of microchip producer, “including trust in 14A process, if common products create volume.
He added that engineers would cooperate that Nvidia’s technology would turn a physical chip manufactured by Intel.
Analyst Jack Gold said: “Although this agreement is very useful for both parties, there are some losers because of this partnership. First of all, AMDs may be unfavorable for this partnership, although they are well with AI efforts with GPU and CPU.
Gold also suggested that the agreement could eventually be related to Intel’s production: “Any relationship with NVIDIA is currently, though clearly, not to mention foundry services, should be seen as a possible extension of the partnership in the future, and if that happens, it would be a major win in Intel Foundry.”
Mobile World Live Reported that during the conference, which took place after the announcement, both NVIDIA and Intel CEO faced many questions about NVIDIA using the Intel foundry technology.
Jensen Huang, CEO of Nvidia, played things, saying, “I think we would say that TSMC is a world -class foundry. I just can’t overestimate TSMC’s magic.”
Economist Coordinated cooperation with the broader role of NVIDIA strategy and NVLink by writing: “It helps to strengthen the position of NVIDIA as a partner in the world of AI.”
The news site also quotes Futurum Group analysts, which said, “PG economy will operate in systems where NVLink is a standard and NVIDIA decides who can connect.”
ENEEWS analogueNick Flaherty was cautiously “Intel”, which shows that the message “opens the way to the NVIDIA to buy a fighting chip -made Intel design business.”
This linked the $ 5 billion shares package to the “main negotiation position in any future negotiation”, while acknowledging that the process remains open and that both companies have drawn attention to future product messages rather than foundry obligations.