[新聞] NVIDIA 和英特爾將開發 AI 基礎設施和個

看板Stock (股票)作者 (jim)時間2小時前 (2025/09/18 19:18), 編輯推噓15(18321)
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原文標題:NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products 原文連結:https://reurl.cc/MzoE1m 發布時間:September 18, 2025 07:00 ET 記者署名:NVDA 原文內容: SANTA CLARA, Calif., Sept. 18, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointl y develop multiple generations of custom data center and PC products that acce lerate applications and workloads across hyperscale, enterprise and consumer m arkets. The companies will focus on seamlessly connecting NVIDIA and Intel architectur es using NVIDIA NVLink — integrating the strengths of NVIDIA’s AI and accele rated computing with Intel’s leading CPU technologies and x86 ecosystem to de liver cutting-edge solutions for customers. For data centers, Intel will build NVIDIA-custom x86 CPUs that NVIDIA will int egrate into its AI infrastructure platforms and offer to the market. For personal computing, Intel will build and offer to the market x86 system-on -chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs w ill power a wide range of PCs that demand integration of world-class CPUs and GPUs. NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share. The investment is subject to customary closing conditions, i ncluding required regulatory approvals. “AI is powering a new industrial revolution and reinventing every layer of th e computing stack — from silicon to systems to software. At the heart of this reinvention is NVIDIA’s CUDA architecture,” said NVIDIA founder and CEO Jen sen Huang. “This historic collaboration tightly couples NVIDIA’s AI and acce lerated computing stack with Intel’s CPUs and the vast x86 ecosystem — a fus ion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.” “Intel’s x86 architecture has been foundational to modern computing for deca des — and we are innovating across our portfolio to enable the workloads of t he future,” said Lip-Bu Tan, CEO of Intel. “Intel’s leading data center and client computing platforms, combined with our process technology, manufacturi ng and advanced packaging capabilities, will complement NVIDIA’s AI and accel erated computing leadership to enable new breakthroughs for the industry. We a ppreciate the confidence Jensen and the NVIDIA team have placed in us with the ir investment and look forward to the work ahead as we innovate for customers and grow our business.” 加州聖塔克拉拉——2025 年 9 月 18 日(GLOBE NEWSWIRE)——輝達(NVIDIA,NASDAQ : NVDA)與英特爾公司(Intel Corporation,NASDAQ: INTC)今日宣布,雙方將展開合 作,共同開發多代的資料中心與個人電腦產品,加速涵蓋超大型資料中心、企業與消費市 場的應用與工作負載。 雙方將專注於透過 NVIDIA 的 NVLink 技術,無縫連結 NVIDIA 與 Intel 的架構,整合 NVIDIA 在 AI 與加速運算方面的優勢,與 Intel 領先的 CPU 技術及 x86 生態系,為客 戶提供尖端解決方案。 在資料中心領域,Intel 將打造客製化的 NVIDIA x86 CPU,並由 NVIDIA 將其整合至自 家 AI 基礎架構平台,推向市場。 在個人電腦領域,Intel 將打造並銷售整合 NVIDIA RTX GPU 晶粒(chiplets) 的 x86 系統單晶片(SoC),這些全新的 x86 RTX SoC 將為需要頂尖 CPU 與 GPU 整合的各類 P C 提供動力。 同時,NVIDIA 將以每股 23.28 美元的價格,投資 50 億美元購買 Intel 的普通股。該 投資須經過包括必要監管核准在內的慣例交割條件。 輝達創辦人暨執行長黃仁勳表示:「AI 正在推動新的工業革命,並重新塑造從晶片到系 統到軟體的每一層運算架構。其核心是 NVIDIA 的 CUDA 架構。這次歷史性的合作,將 N VIDIA 的 AI 與加速運算堆疊與 Intel 的 CPU 及龐大的 x86 生態系緊密結合,是兩大 世界級平台的融合。我們將共同拓展生態系,為下一個運算時代奠定基礎。」 英特爾執行長陳立武(Lip-Bu Tan)表示:「Intel 的 x86 架構數十年來一直是現代運 算的基石,我們正在全方位創新,以支援未來的工作負載。Intel 領先的資料中心與客戶 端運算平台,加上我們的製程技術、製造及先進封裝能力,將與 NVIDIA 在 AI 與加速運 算的領導地位相輔相成,為產業帶來新的突破。我們感謝黃仁勳與 NVIDIA 團隊對我們的 信任,並期待在創新及業務成長方面展開合作。」 心得/評論:從Lipbubu上任狂砍DEI跟血洗董事會後我就慢慢加倉,本來想說可能要再拿 個一年,等2026年轉內部製造才會起飛,沒想到…目前持有約五千多股,現在盤前噴32% -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.249.157.249 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1758194300.A.B99.html

09/18 19:18, 2小時前 , 1F
賺爛惹
09/18 19:18, 1F

09/18 19:18, 2小時前 , 2F
Intel要復活了
09/18 19:18, 2F

09/18 19:20, 2小時前 , 3F
欸那個心得是怎麼回事?!太強了吧
09/18 19:20, 3F

09/18 19:20, 2小時前 , 4F
AMD要搞自己的路 老黃想賣整套的也只能找intel
09/18 19:20, 4F

09/18 19:21, 2小時前 , 5F
AMD這下可能真的會慘
09/18 19:21, 5F

09/18 19:22, 2小時前 , 6F
gg=紅茶店2.0
09/18 19:22, 6F

09/18 19:22, 2小時前 , 7F
Intel盤前大漲
09/18 19:22, 7F

09/18 19:22, 2小時前 , 8F
700磅大猩猩要起飛了嗎
09/18 19:22, 8F

09/18 19:22, 2小時前 , 9F
不要再說了 這種股市不看也罷
09/18 19:22, 9F

09/18 19:22, 2小時前 , 10F
AMD 爆炸 原來是要搞x86
09/18 19:22, 10F

09/18 19:22, 2小時前 , 11F
台積藥丸,快跌到三位數給上車
09/18 19:22, 11F

09/18 19:22, 2小時前 , 12F
還是要給gg代工 沒事
09/18 19:22, 12F

09/18 19:22, 2小時前 , 13F
Intel要噴到外太空去了嗎
09/18 19:22, 13F

09/18 19:23, 2小時前 , 14F
Z5 995
09/18 19:23, 14F

09/18 19:23, 2小時前 , 15F
反觀
09/18 19:23, 15F

09/18 19:23, 2小時前 , 16F
Intel設計部門本來就有實力啊
09/18 19:23, 16F

09/18 19:23, 2小時前 , 17F
賺爛惹,恭喜
09/18 19:23, 17F

09/18 19:23, 2小時前 , 18F
AMD也藥丸
09/18 19:23, 18F

09/18 19:23, 2小時前 , 19F
賺爛了
09/18 19:23, 19F

09/18 19:23, 2小時前 , 20F
只有AMD受傷的世界
09/18 19:23, 20F

09/18 19:24, 2小時前 , 21F
英特爾整個大復活 太扯啦!
09/18 19:24, 21F

09/18 19:24, 2小時前 , 22F
恭喜
09/18 19:24, 22F

09/18 19:24, 2小時前 , 23F
蘇媽跌成狗
09/18 19:24, 23F

09/18 19:25, 2小時前 , 24F
老黃反包圍
09/18 19:25, 24F

09/18 19:25, 2小時前 , 25F
最後還是要給GG代工吧 應該是只有蘇媽受傷的世界..
09/18 19:25, 25F

09/18 19:25, 2小時前 , 26F
AMD盤前開跌5% .扶Intel 滅AMD
09/18 19:25, 26F

09/18 19:26, 2小時前 , 27F
Intel不要搞代工本來就行
09/18 19:26, 27F

09/18 19:26, 2小時前 , 28F
intel自己大概只能做封裝而已 對GG的影響不大
09/18 19:26, 28F

09/18 19:26, 2小時前 , 29F
INTEL 執行長都提到自家製造與封裝了
09/18 19:26, 29F

09/18 19:26, 2小時前 , 30F
美股真是消息面當道,公司靠消息面就能創新高
09/18 19:26, 30F

09/18 19:26, 2小時前 , 31F
GG掰囉,三位數見
09/18 19:26, 31F

09/18 19:26, 2小時前 , 32F
有可能是川普要練兵 自己搞半導體
09/18 19:26, 32F

09/18 19:27, 2小時前 , 33F
(潛水按摩蛙看著AMD盤前急速跳水的數字)
09/18 19:27, 33F

09/18 19:27, 2小時前 , 34F
看不出GG掰的理由...
09/18 19:27, 34F

09/18 19:27, 2小時前 , 35F
美國自己搞半導體行之有年好嗎 是製造不行 NV也幫
09/18 19:27, 35F

09/18 19:27, 2小時前 , 36F
不上Intel的忙
09/18 19:27, 36F

09/18 19:27, 2小時前 , 37F
反而替老黃擔心
09/18 19:27, 37F

09/18 19:27, 2小時前 , 38F
GG 趕快滾,笑死還不入股intc
09/18 19:27, 38F

09/18 19:27, 2小時前 , 39F
GG自己也在佈局先進封裝 交期跟成本一攤開 大概就
09/18 19:27, 39F

09/18 19:27, 2小時前 , 40F
剩下設計是自己的 還不是要下單GG
09/18 19:27, 40F

09/18 19:28, 2小時前 , 41F
老黃會把最關鍵的給Intel製造? 別腦殘了 頂多先給
09/18 19:28, 41F

09/18 19:28, 2小時前 , 42F
他次一點的產品去生產讓Intel別垮台
09/18 19:28, 42F
文章代碼(AID): #1eo-fykP (Stock)
文章代碼(AID): #1eo-fykP (Stock)