Nvidia: the Deals with Intel and OpenAI in Context – Here's What They Mean for Growth and Valuation

Key for AI PCs: By integrating Nvidia graphics into Intel processors, devices are created that can execute AI applications directly – a new mass-market business for Nvidia. Strategic shift: Collaborations underscore the transformation from a hardware supplier to an infrastructure player with recurring revenue. Two major steps forward Nvidia recently announced two partnerships that could shape the company's future. On the one hand, the GPU giant is investing $5 billion in Intel. Together, they aim to create chips where CPUs and...