Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Thematic (Sector/Industry)

<ul><li>The Federal Reserve cut interest rates by 25 basis points to a range of 4 to 4.25%, citing a shift in risk and uncertainty in the economy.</li><li>Tensions within the Fed committee highlight divisions on future rate cuts, with projections ranging from 2.9% to 4.4% by year end.</li><li>Stagflation concerns have emerged as inflation rises, complicating the Fed's ability to support the job market with aggressive rate cuts.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Federal Reserve cut interest rates by 25 basis points to a range of 4 to 4.25%, citing a shift in risk and uncertainty in the economy.Tensions within the Fed committee highlight divisions on future rate cuts, with projections ranging from 2.9% to 4.4% by year end.Stagflation concerns have emerged as inflation rises, complicating the Fed's ability to support the job market with aggressive rate cuts.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.</li><li>Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.</li><li>The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Microsoft CEO Satya Nadella announced his intention to spend $30 billion on AI infrastructure in the UK. NVIDIA, Coreweave, Alphabet and OpenAI are also ponying up further billions</li>
<li>Jensen Huang declared the UK and AI powerhouse, third in line globally behind the US and China</li>
<li>Is it really UK sovereign AI when it's mostly paid for and made in the USA?</li>
</ul>


Microsoft CEO Satya Nadella announced his intention to spend $30 billion on AI infrastructure in the UK. NVIDIA, Coreweave, Alphabet and OpenAI are also ponying up further billions
Jensen Huang declared the UK and AI powerhouse, third in line globally behind the US and China
Is it really UK sovereign AI when it's mostly paid for and made in the USA?


UK Sovereign AI Proudly Paid For & Made In The USA

Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> surprised the market with its announcement of a $5 billion investment in <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a>.</li>
<li>The market seems to read this as the beginning of a deeper Intel–NVIDIA partnership in AI chips.</li>
<li>We also note that Japan’s push to establish its own foundry industry through Rapidus deserves continued attention, as it could reshape the competitive map in the years ahead.</li>
</ul>



NVIDIA Corp (NVDA US) surprised the market with its announcement of a $5 billion investment in Intel Corp (INTC US).
The market seems to read this as the beginning of a deeper Intel–NVIDIA partnership in AI chips.
We also note that Japan’s push to establish its own foundry industry through Rapidus deserves continued attention, as it could reshape the competitive map in the years ahead.


Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?

<ul>
<li>NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share</li>
<li>Intel will supply custom x86 server CPUs to NVIDIA, who in turn will sell RTX graphics cores to Intel to combine into an new type SOC for the PC market </li>
<li>Under sustained questioning during the Q&amp;A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal for the foreseeable future</li>
</ul>


NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share
Intel will supply custom x86 server CPUs to NVIDIA, who in turn will sell RTX graphics cores to Intel to combine into an new type SOC for the PC market 
Under sustained questioning during the Q&amp;A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal for the foreseeable future


NVIDIA Becomes The Latest To Back Intel's GoFundMe Appeal

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band

The Federal Reserve cuts interest rates, Powell emphasizes risk management, concerns of stagflation arise, Trump administration pushes for...

The Synopsis

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...

The Circuit

UK Sovereign AI Proudly Paid For & Made In The USA

Microsoft will spend $30 billion on AI in the UK with NVIDIA, Coreweave, Alphabet & OpenAI also ponying up further billions. Is it really UK...

William Keating

Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?

NVIDIA surprises market with $5 billion investment in Intel, sparking speculation of deeper partnership in AI chips. Japan's Rapidus initiative...

Patrick Liao

NVIDIA Becomes The Latest To Back Intel's GoFundMe Appeal

Under sustained questioning during the Q&A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band

The Federal Reserve cuts interest rates, Powell emphasizes risk management, concerns of stagflation arise, Trump administration pushes for...

The Synopsis

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...

The Circuit

UK Sovereign AI Proudly Paid For & Made In The USA

Microsoft will spend $30 billion on AI in the UK with NVIDIA, Coreweave, Alphabet & OpenAI also ponying up further billions. Is it really UK...

William Keating

Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?

​NVIDIA surprises market with $5 billion investment in Intel, sparking speculation of deeper partnership in AI chips. Japan's Rapidus initiative...

Patrick Liao

NVIDIA Becomes The Latest To Back Intel's GoFundMe Appeal

Under sustained questioning during the Q&A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal...

William Keating

NVIDIA surprises market with $5 billion investment in Intel, sparking speculation of deeper partnership in AI chips. Japan's Rapidus initiative...