Nvidia alowa Intel ndi $ 5.000 biliyoni ndikusindikiza mgwirizano wa tchipisi tatsopano

Gawo la semiconductor lasintha mosayembekezereka: Nvidia ayika $5.000 biliyoni ku Intel ndipo makampani onsewa adzagwirizana pakupanga tchipisi tatsopano zamakompyuta anu ndi malo opangira data. Opaleshoniyo, pamtengo wa $ 23,28 pagawo, imayika kampani ya Jensen Huang pakati pa omwe ali ndi mbiri yakale ya Santa Clara.

Kupatula ndalama, mgwirizano umatsatira kuphatikiza makompyuta othamanga a Nvidia ndi AI ndi Intel's x86 CPUs kudzera mu kulumikizana kwa NVLink, kugwirizanitsa zachilengedwe ziwiri zomwe zapikisana kwazaka zambiri. Pakadali pano, saganizira kupanga Intel kupanga Nvidia chips, ngakhale mbali zonse ziwiri zikusunga zowunikira zaukadaulo za kuthekera uku mtsogolomo.

Zambiri zandalama ndi momwe msika umayendera

Malinga ndi makampani, Nvidia itenga pafupifupi 4% ya Intel kutsatira kuperekedwa kwa magawo atsopano, nthawi zonse kuvomerezedwa ndi zovomerezeka. Mtengo wokhazikika ($ 23,28) umayimira kuchotsera pamtengo wotsekera wam'mbuyo, mawonekedwe wamba mumtundu uwu wa kuyika kofulumira.

Nkhanizi zidakwera mitengo: Intel idakwera kuposa 28% intraday ndi kutsekedwa ndi 22,77%, mu Madola a 30,57nthawi Nvidia idakweranso pafupifupi 3,5%Pakuwerengera, Nvidia ali pafupi 4,27 trililioni ya madola ndi capitalization, ndi Intel mumitundu ya 116.000 mamiliyoni kumapeto kwa gawoli asanalengeze.

Kusunthaku kumabwera patangotha ​​​​masabata apitawo Boma la US litenga pafupifupi 10% ya Intel a $ 20,47 pagawoNdi msonkhano wotsatira, kutenga nawo mbali kumeneko kukanakhala kupitirira kale Madola mamiliyoni a 14.000 mu mtengo wamsika, malinga ndi ziwerengero zomwe zimagwiridwa pa msika wogulitsa.

Mofananamo, Intel yalimbitsa tsamba lake ndi 2.000 biliyoni kuchokera ku SoftBank ndi ndalama zochokera ku divestments, monga kugulitsa 51% ya Altera ku Silver Lake pamtengo wamtengo wapatali 4.460 mamiliyonijakisoni awa amathandizira kukonzanso zachuma ndi ntchito kuti kampaniyo ikupita.

Pankhani ya ulamuliro ndi ulamuliro, onse atsindika zimenezo Mgwirizanowu susintha zolinga zawo Sizikukhudza kusamutsa ziphaso za nyukiliya; ndi chogulitsa ndikupereka mgwirizano wokhala ndi mibadwo yambiri.

Mumanga pamodzi chiyani?

M'malo opangira data, Intel ipanga Ma CPU amtundu wa x86 kuti Nvidia adzaphatikizana ndi m'badwo wake watsopano wa nsanja za AI, zolumikizidwa ndi Kutumiza & Malipiro pakulankhulana kwachangu pakati pa tchipisi. Kulumikizana uku ndikofunikira komwe ambiri kapena mazana a mapurosesa Ayenera kugwira ntchito mogwirizana kuti aphunzitse ndi kutumiza zitsanzo zapamwamba.

Pamsika wa PC, dongosolo ndikulenga Intel SoCs kuphatikiza zithunzi za Nvidia RTX monga chipset, cholumikizidwanso ndi NVLink. Cholinga chake ndi kuwunikira kalasi yatsopano yama laputopu okhala ndi zithunzi zophatikizika okhoza kwambiri, gawo lomwe mpaka pano Nvidia anali asanalankhulepo mwachindunji.

Mgwirizanowu umayang'ana pa ntchito pa watt ndi scalability mu AI ndikuwonjezera katundu wamakompyuta, ndi lonjezo la "mibadwo yambiri" yazinthuMakampani sanatchule masiku, koma abwerezanso kuti ntchito yolumikizana ikuchitika kale.

Zofunikira: Nvidia ipitiliza ndi ma CPU ake a Arm-based kwa nsanja zina. Mgwirizanowu suphatikiza, kuyambira lero, kuti Intel Foundry imapanga Nvidia GPUs kapena mapurosesaKomabe, mbali zonse ziwirizi zipitiliza kuwunika momwe zimagwirira ntchito komanso ma CD apamwamba.

Monga gawo la mgwirizano, Intel nawonso adzapereka mapurosesa ndi ma CD kwa machitidwe ena a Nvidia, kulimbikitsa kuphatikizika kwa rack-level muzotumiza za data center.

Zotsatira Zampikisano: Kupanikizika kwa AMD ndi Signal kupita ku TSMC

Kwa AMD, yomwe m'zaka zaposachedwa yapeza zambiri PC ngati ma seva, awiriwa a Intel-Nvidia akuyimira vuto lachindunji. Ngati SoCs ndi Zithunzi zophatikizidwa za Nvidia Ngati abwera kumsika ndikuchita bwino, atha kulimbitsa mpikisano pama laputopu ndi ma desktops.

Panganoli limatumizanso uthenga kwa TSMC, wopanga panopo wa Nvidia's flagship chips. Ngakhale mgwirizano sasintha kupanga kwa Intel, amatsegula chitseko kuti a kusiyanasiyana kwa ogulitsa Ngati zinthu zaukadaulo ndi zamalonda zikugwirizana, lingaliro lakuti msika udzayang'anitsitsa.

Pakulumikizana, kuphatikiza kwa NVLink yokhala ndi ma x86 CPU imalimbitsa mawonekedwe a Nvidia motsutsana ndi njira zina zolumikizirana zomwe zimapangidwa ndi osewera monga KuthamangaM'kupita kwa nthawi, phindu la Intel lidzakhala kutenga nawo gawo pa seva iliyonse zochokera pa nsanja za Nvidia.

Kutsatira chilengezochi, masheya ena achilengedwe adachitapo kanthu ndikugulitsa pang'ono: AMD idatsika pafupifupi 1,3% y Broadcom 0,5%, mumsika wosamalira kusintha komwe kungathe kugawanika ndi ma chain chain.

Mfundo ina yoti muwone idzakhala yoyenera Zithunzi za Intel Arc mumsewu watsopano wazinthu za PC. Kampaniyo sinafotokoze mwatsatanetsatane momwe misewu yake idzakhalire ndikufika kwa zithunzi zophatikizidwa za RTX mu SoCs zina.

Intel, pakati pa kukonzanso ndi kufunikira kwa othandizana nawo

Maakaunti aposachedwa a Intel akuwonetsa ndalama za $ 12.860 biliyoni ndi kutayika kwa $0,10 pagawo lililonse, poyerekeza ndi kulosera kwa phindu laling'ono. Kampaniyo idalemba a Kuwonongeka kopanda ndalama kwa 800 miliyoni ndi mitengo yotsika mtengo kwambiri.

Pogwira ntchito ndi mphamvu, Intel yalengeza 15% zosintha za template kukhala mozungulira Ogwira ntchito 75.000 pofika kumapeto kwa 2025, kuphatikizapo ganiziraninso mafakitale ku Europe ndikukula pang'onopang'ono ku Ohio. Cholinga chake ndikusintha ndalama kuti zigwirizane ndi malo osankha.

Mu March, Lip-Bu Tan adatenga udindo wa CEO kufulumizitsa kusinthako kupita ku chitsanzo chotseguka komanso chogwirizana. Kulowererapo kwa boma la US pafupifupi 10% ya capital ndi chisonkhezero cha SoftBank Apereka okosijeni ku kusintha komwe kumafuna nthawi komanso chidwi.

Kwa akatswiri, kupulumuka ndi kupambana kwa bizinesi yoyambira ya Intel Amadutsa kukopa makasitomala akuluakulu ndikugwirizanitsa makontrakitala ndi maonekedwe a zaka zambiri. Mgwirizanowu sukutsimikizira kuti kudumpha kumeneku pawokha, koma amawongolera malo okambilana ya kampaniyo pamsika wa hypercompetitive.

Oyang'anira anenanso kuti Idzangokulitsa mphamvu zopangira zinthu ngati kufunikira kuvomereza., ndi kuti ndalama zomwe zidzakwezedwa zidzalunjikitsidwa kuma projekiti omwe ali ndi zobweza komanso kuti achepetse mtengo wake.

Zomwe anena ndi zomwe zikuyenera kufotokozedwa

Mtsogoleri wamkulu wa Nvidia Jensen Huang adawonetsa kuti mgwirizanowu imagwirizanitsa AI ndikufulumizitsa makompyuta ndi x86 ecosystem Intel, kuyika maziko a gawo latsopano lazinthu. Akuluakuluwa adatsindika za cholinga cha perekani mibadwo ingapo za mayankho ogwirizana.

Koma, Lip-Bu Tan Anathokoza gulu la Nvidia chifukwa cha chidaliro chawo ndipo adatinso udindo wawo x86 zomangamanga m'ntchito zamtsogolo. Intel, adati, akufuna yambitsani m'njira yothandiza komanso pafupi ndi makasitomala m'malo opangira data ndi ma PC.

Makampani onsewa adatsindika kuti kulengeza sichisintha misewu yake yakale ndi kuti ubalewu ukulunjika co-chitukuko ndi kupereka, kupeŵa malonjezo amene amalepheretsa ufulu wawo wolinganiza zinthu.

Monga nthawi, palibe kalendala ya anthu onse kwa magulu oyambirira, ndipo mgwirizano udzapita patsogolo pang'onopang'ono. M'menemo, kuwunika kwaukadaulo kupanga ndi kulongedza zinthu kudzapitirira mosapupuluma.

Chithunzi chosiyidwa ndi mgwirizanowu ndi chomveka: Nvidia imabweretsa capital, teknoloji, ndi traction ku AIIntel, CPU capillarity, zochitika zamafakitale, komanso maziko akulu oyika. Ngati kuphedwa kulibe, mgwirizanowu ukhoza kugawanso mphamvu PC ndi data center, onjezerani kupanikizika kwa AMD, gwedezani zochitika za TSMC ndipo, koposa zonse, kubwezeretsa mphamvu ya Intel kuti muyenera kupikisana muzaka khumi zikubwerazi.