Regarding the cooperation case between NVIDIA and Intel, former foreign-renowned analyst Shu Xingzhi said that although Intel still has many problems, its short-term stock price has turned over. Next, focus on the focus, including who will be the ne...
Regarding the cooperation case between NVIDIA and Intel, former foreign-renowned analyst Shu Xingzhi said that although Intel still has many problems, its short-term stock price has turned over. Next, focus on the focus, including who will be the next company that will benefit the same way? Who else will come to join the company and help you spend money to save Intel?
Transportation News Personal Facebook Fan Group stated that since the US government acquired 9.9% of Ado's shares, although sales still require the strengthening of the sales of hand-level products, the manufacturing of crystal circles still requires improvement in yield and energy utilization to reduce, and the reduction of costs still requires large-scale layoffs to gradually complete. These require time to improve, but short-term stock prices have turned over, and the US government's investment account has already made nearly 50% profit, but the next problem is that we need to pay attention to internal/external forces how to rescue them? Who is the next one after eating the marrow and knowing the taste? Who will come to join the door and help you spend money to save Adou?
The following will sort out the details and impact on the industry of this $5 billion investment.
15 billion US dollars, US$23.28 per share, which is equivalent to buying 214,776,632 shares, with a 4.9% holding. Whether it is a new stock or an old stock, I ruled that it was a new stock, and the shareholding ratio dropped to 4.7%. Adding to the US government's 8.87 billion US dollars and the 2 billion US dollars of the silver, totaling 15.87 billion US dollars, for Adou, who is more than 2 billion per quarter, it can improve its physical quality in two years without any minor compensation;
2. A Dou will manufacture the x86 CPUs used in Nvidia's customized data center in the future, which is integrated into Nvidia's AI architecture. This obviously means that it will be made with Intel wafers (I don't know if it's written by Intel, I don't know if it's sold some of the dies to Taiwan power supply, which is considered a good idea). But who will customize the design? Don't know how to change it? I feel that it is modified with Intel CPU IP and Nvidia. This new product should not be mass-produced at least 1-2 years, right?
3. In terms of personal computers, Intel will launch SOC chiplets for x86 CPU+RTX GPUs in the future. This integrated product should be labeled as a large amount of low- and medium-level AI PCs, AMD, and Apple should also be able to independently design such products. The cooperation of the Sensory Data Center is led by Nvidia, and the cooperation of medium and low-level AI computers is led by Intel;
4. Nvidia's cooperation with A Dou certainly has the greatest impact on Su Mom's AMD, but the stock price fell by less than 1% and fell by less than 1% may mean that Nvidia AI GPU+ Intel CPU has long been available, but Nvidia has vigorously promoted its own Grace+Blackwell, Vera ARM CPU+Rubin to win a lot of shares, and will it also push the customized x86 CPU+ Rubin next to smash the feet? Amazon, Google, Meta designs ASICs, can be selected to be equipped with their own ARM CPU, AMD x86, or Intel x86, and have nothing to do with this investment cooperation case.
5. Finally, the SOC chiplets of x86 CPU + RTX GPU should require a larger ABF loader, but the integrated products do not compete with each other (in order to promote new CPUs, the GPU will be redesigned and delayed). At that time, the loader company will not be able to invest capital expenditures/production capabilities and then be killed again, right? Also, will Chiplets products still use Sockets to plug in CPU?
