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In short: Many positive developments for $INTL.
1️⃣ NVDA and Intel officially establish a deep hardware alliance: deeply integrating the NVDA AI computing platform with the Intel x86 CPU ecosystem.
2️⃣ Data centers: Intel will customize CPUs for NVDA, and NVLink will become the industry-standard interconnect, extending to: CPU ↔ GPU.
The future server communication layer may become: NVLink fabric.
3️⃣ Intel will launch a new x86 SoC. It will contain: Intel CPU and
NVIDIA RTX GPU chipset. The value of Intel's advanced packaging is strengthened.

Intel Business
@IntelBusiness
03-14
Intel at @NVIDIAGTC? Yep!
This is just the next step in our partnership as we combine strengths to unlock new innovations, efficiencies, and opportunities for partners building AI at scale.
http://ms.spr.ly/6014QmKr6

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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