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

Equity Bottom-Up

256 Views22 Sep 2025 13:43

Podcast

The Circuit

SUMMARY

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.

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