Nafidia Huang invites 5 billion dollars Intel “incredible investment” class

Nafidia CEO Jensen Huang said that the company’s cooperation for investment and technology is worth $ 5 billion with Intel It comes after the two companies held discussions for about a year.

Huang said he was personally communicating with the lips of the CEO of Intel about the partnership. Tan described as an “old friend” in a call on Thursday with correspondents after companies announced that NVIDIA will participate in the development of the data center and computer slides with Intel as part of Investment deal. On the call, Tan said that he had known each other for 30 years.

“We thought it would be an incredible investment,” said Huang.

Nafidia She said that she will cooperate with the chips maker to create artificial intelligence systems for data centers that combine central -based central processors, graphics processors in NVIDIA and networks.

Intel You will also sell the central processing units of personal computers and laptops that integrate NVIDIA graphics processors, or graphics processing units.

Installine Intel Ernest’s revenue, head of Intel Ernest, wrote in LinkedIn in one of mailAdding that the agreement was reached on Saturday.

The investment highlights how the fortunes of the two companies have turned into the top of the Silicon Valley attacking order as a result of the artificial intelligence explosion that Openai’s launch of Chatgpt in late 2022.

Intel shares have decreased by 31.78 % in the past five years, while NVIDIA shares have increased by 1,348 % of prices on Thursday. The value of NVIDIA is more than $ 4.25 trillion, while the Intel value is only 143 billion dollars.

For decades, the most important part of the computer or server was the central processor, and INTEL on the market for those chips. But the infrastructure of Amnesty International, like machines in Microsoft Microsoft announced $ 4 billion on ThursdayNVIDIA graphics units often need the CPU.

NVIDIA AI systems, such as NVL72 used by Microsoft, comes with armCPU, instead of the Intel X86 CPU. On the call, Huanga said that NVIDIA will soon support Intel CPUs in its NVLINK shelves for Amnesty International.

“We will buy these CPUs from Intel, and then we will connect them with super chips, then our account knot, which is then combined into the super computer of the pregnant woman’s scale,” said Huang.

Huang said that NVIDIA will also contribute to the GPU technology in Intel chips shipping on laptops and computers, a market deprived of services. Huang said that the processable markets for the cooperation of producers are worth $ 50 billion.

“We will become a very big customer in the Intel CPU, and we will be a great resource for GPU cards in Intel,” he said.

Huang said the deal with Intel will have an “no” effect on NVIDIA’s business relationship with ARM.

On Thursday, the investment deal focuses on the relationship between the NVIDIA and Intel products section, not mascara. However, the two companies did not rule out the coalition partnerships in the future.

“We have always evaluated the Intel Foundry technology, and we will continue to do so, but today, this advertisement directly focuses on custom -made central processing units,” said Huang. Nafidia is currently used Taiwan semiconductor manufacturer To manufacture its chips.

Cooperation will use the Intel packaging, which is the manufacture of chips of a portion that occurs at the end of the process and combines many chip components in one part that can be installed in machines.

Tan said he was grateful to vote for Nafidia’s confidence.

“I would like to thank Jensen for confidence in me, and our team and Intel will work hard to make sure it is a good return for you,” Tan said.

Last year, the Intel Board of Directors removed the former CEO Pat Geelsiner due to the high costs in its manufacturing business and the company’s failure to obtain a foothold in artificial intelligence chips. In MarchIntel Tan, A well -connected investor Those who have turned around Chip Software Cadence Design Systems, its new CEO.

Tan focused on reducing costs and collecting money during his leading short work in Intel even when the future of the company’s manufacturing work, called Intel Foundry, is still unclear.

In addition to 5 billion dollars from NVIDIA and 8.9 billion dollars From the United States government, to Intel taken 2 billion dollars from Softbank has been sold Majority At ASIC, its affiliate to Silver Lake for $ 3.3 billion $ 1 billion in stocks From Mobileye, affiliated with the self -driving car.

Intel also cut the important employees, saying In July It will lead to the elimination of 15 % of its operating power by the end of the year.

The company develops its special chips as well as manufacturing them. She wants to manufacture chips for companies like NVIDIA or appleBut they have not yet been secured as clients. Analysts say that INTEL needs a big mascot agent signal Its technique is stable and ready to produce size.

But the manufacture of advanced chips is expensive, and Intel indicated that if you cannot get enough customers, you may not continue to invest in Mabek. This can raise a reaction from Washington, as its policy and pressure groups from Intel are the strategic importance of the nation because it is the only American company capable of manufacturing the most advanced chips.

The Trump administration acquired a 10 % stake in Intel in August. Intel was previously in a queue to receive $ 8.9 billion of grants and loans provided by the Chips Law, but the Trump administration asked and obtained a share in the chips maker for money.

Huang was with Trump this week in England to attend a government dinner at Windsor Palace and announce new projects and investments in the United Kingdom, but the Trump administration was not involved in this deal, according to a White House official and Hanging.

“The new Intel Partnership with NVIDIA is a major landmark for the manufacture of high -tech,” White House spokesman Cush Disai said in a statement.

– Megan Cassan Casilla from CNBC contributed to this story

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