Intel shares rise by 30 %, as NVIDIA announces $ 5 billion in investment

This step comes shortly after a whirlwind of political and political drama that includes Intel, the hero of semiconductor chips for one time in America, which saw that President Trump calls for resignation From the CEO of the lip company, its sudden reflection, then the United States government itself is making an unprecedented investment in Intel, where it got a share of approximately 10 % in this process.

Nafidia, the world leader in artificial intelligence chips, She announced that she would invest $ 5 billion In Intel joint shares at a reduced price of $ 23.28 per share. The news raised an increase in Intel shares by 30 %. The CEO of Nvidia Jensen Huang praised the deal as a “historical cooperation” that would tightly link us AI and the accelerated computing stack with CPU (CPU) and its X86 ecosystem. Specifically, INTEL will build and submit to Market X86 on chips (SOCS) that merge Nvidia RTX GPU Chiplets.

“Artificial intelligence operates a new industrial revolution and re -invention of each layer of the computing group – from silicon to systems to software. At the core of this construction is the structure of Cuda in NVIDIA,” Huang said in the press statement about the advertisement. He added that together the companies will expand their ecosystems and “lay the foundation for the next era of computing.”

“The Intel X86 structure was essential for modern computing for decades-and we are creating through our wallet to enable the work burdens in the future,” said Lip-Bu Tan. In the same version. He added that the Intel Data Center, client computing platforms, operating technology, manufacturing capabilities and advanced packaging capabilities will complete, “AI and the accelerating computing leadership to enable new breakthroughs for this industry.”

Trump’s request and his quick reversal

The partnership follows a series of dramatic events that started in August, when President Trump demanded, through social truth, to resign lips. Trump Tan calledVery conflictingQuoted from the links of those whom the Chinese technical interests and the fears of the escalating national security raised by the legislators and the media, specifically reports in Financial times and Reuters And a strong message from Senator Tom Couton. Tan, formerly in rhythm The design and respected personality in the Silicon Valley rejected the demands, confirming his commitment to “the highest legal and ethical standards”, but he did not confirm the withdrawal of investments from the companies that have been marked.

A few days later, Trump reflected his path during a White House meeting, praise Tan.Amazing story“And his call for more discussions at the Cabinet level. The transformation followed the vocabulary of the two parties to enhance the American semiconductor industry amid the increasing technological competition with China-feelings that predicted the actions of the federal government. Comment for luck Shortly before this drama followed, expressing the lack of faith in the current driving, including the lips. luckJeff Colvin mentioned Intel has been widely understood that he had decreased to a 20 -year decrease.

NVIDIA – the world’s most valuable company with a maximum of the market exceeding 4 trillion dollars –Markets are disappointed slightly In the last profit report, where china sales were missing compared to the previous quarter. The background, as I mentioned before luckNicholas GordonIs China racing to create its own version of NVIDIA mainly.

Since 2022, Nvidia has forbidden From selling its most advanced chips to Chinese companies, and trying to contradict it through new chips designs that can be sold, but this was also a tough slide. Washington is tightening its export controls, and NVIDIA design is new products for compliance, but the pressure from Beijing remains, with the discovery of this month that NVIDIA violated the anti -monopoly laws. NVIDIA warned of its profits that “it may be unable to create a competitive product for the China Data Center market receiving approval from the (American) government.” The alliance between NVIDIA and Intel reflects the focus on strengthening American chips.

NVIDIA and Intel refused to comment behind the press release of the investment. Companies will be held The press conference at 10 am.

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