By Stephen Nellis
SAN FRANCISCO (Reuters) -Nvidia’s deal with Intel could put the struggling chipmaker’s next-generation manufacturing technology on a stronger footing, even without a direct commitment from the AI chip leader to use that technology to make its own chips, analysts said.
Nvidia on Thursday invested $5 billion in Intel for a stake of roughly 4%, and the two firms agreed to a deal to supply chips to one another to create “multiple generations” of joint products. Those products will connect Intel’s central processors and Nvidia’s artificial intelligence and graphics chips with a speedy and proprietary Nvidia connection technology called NVLink.
This could give Intel a leg up against rivals such as Advanced Micro Devices because its chips will be attached to Nvidia’s flagship