The semiconductor industry experienced a seismic shift on September 18. In a move that stunned investors and redrew competitive lines, Intel Corporation (NASDAQ: INTC) and NVIDIA Corporation (NASDAQ: ...
Nvidia will buy $5 billion of Intel stock as the companies co-develop multiple generations of AI data-center and PC chips. Fresh financials show Nvidia growing fast while Intel is still restructuring ...
In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock ...