Overview

• S&P Global Market Intelligence reported a 37.8% jump in Intel shares for September.
• Nvidia bought $5 billion of Intel stock at $23.28 per share, equating to roughly a 4% stake.
• The announcement included partnerships to more tightly link Intel data‑center CPUs with Nvidia’s AI GPU servers and to bring Nvidia graphics technology closer to Intel’s PC CPU architecture.
• Intel’s Granite Rapids Xeon 6 served as the reference host CPU in Nvidia’s DGX B300 server systems.
• Intel will allow Nvidia to customize an x86 CPU design for future AI systems as part of the collaboration.