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Nvidia’s $5 billion Intel stake clears antitrust hurdles, shaking the global semiconductor power balance

Nvidia, led by CEO Jensen Huang, has made a bold move by taking a $5 billion stake in Intel, a longtime leader in computer processors led by CEO Pat Gelsinger. The agreement, first announced in September,

Intel and Nvidia's superchip plans blend CPUs, GPUs, and big money

Regulatory filings confirm that Nvidia has acquired roughly 215 million Intel shares at a fixed price of $23.28 per share, a transaction approved by the Federal

Nvidia gives an update on the deal seen as ⁠a major financial lifeline for Intel

Nvidia closed its $5 billion investment in Intel on December 26, acquiring 214.8 million shares at $23.28 each—36% below Intel's trading price at the .
Electronics Weekly

Nvidia shelves 18A on yield issues

Intel’s Fab 52 in Arizona is designed to run 18A with an eventual capacity of 40k wpm and is intended to run Intel’s Panther Lake CPUs, currently being made at Intel’s Oregon development fab, but the yields on Panther Lake are not expected to reach optimal levels until 2027.
The Motley Fool

Intel Goes After Nvidia and AMD Again With New Graphics Cards

Intel has announced its second-generation graphics cards aimed at the midrange portion of the market. Reviews are positive, and Intel has largely worked through its software problems. New cards from Nvidia and AMD next year could make market share gains ...
NBC New York

Intel Says Moore's Law Is Still Alive and Well. Nvidia Says It's Ended.

Two of the most important American semiconductor companies disagree about the pace of chip advancements and whether Moore's Law still applies. Intel CEO Pat Gelsinger said on Tuesday at a company launch event that Moore's Law, a rule of thumb from Intel's ...

Intel's 'Serpent Lake' rumoured to be its first chip developed in collaboration with Nvidia

RedGamingtech describes Serpent Lake as an "APU monster" similar in remit to AMD's Strix Halo chip. It's said to sport Nvidia's next-gen Rubin GPU technology built on TSMC N3P silicon, while CPU tech from Intel's upcoming Titan Lake generation, more on which in a moment. Oh, and it's all supported by LPDDR6 memory.
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