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Intel (INTC) investor relations material
Intel Collaboration summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Collaboration summary18 Sep, 2025
Opening remarks and agenda
Announcement of a strategic collaboration to jointly develop AI infrastructure and personal computing products, with leadership from both companies present for the discussion.
The call includes prepared remarks, a Q&A session, and reminders of forward-looking statements and associated risks.
Objectives of the partnership
Joint development of multiple generations of x86 CPUs for data centers and PC products, tightly coupling Intel CPUs with NVIDIA's AI and accelerated computing architecture.
Aim to redefine the PC experience by integrating Intel x86 SoCs with NVIDIA GPU chiplets and NVLink.
Focus on creating new AI infrastructure platforms and expanding into previously underserved market segments.
Partner introductions and roles
Key executives from both companies, including CEOs and senior leadership, are directly involved in the partnership.
NVIDIA is also an investor in Intel, reflecting confidence and strategic alignment.
What regulatory hurdles for the $5B investment?
What is the target market for x86 RTX SOCs?
Explain NVLink's role in data center products.
Competitive impact of Intel/NVIDIA alliance?
Future of NVIDIA using Intel Foundry Services?
What drives NVIDIA's Intel equity stake?
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Q3 202530 Oct, 2025
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Frequently asked questions
Semiconductors and Computer Components
Intel Corporation is a technology company with a primary focus on the design and manufacturing of advanced semiconductor products. The company was founded in 1968 by two legends of the semiconductor field, Gordon Moore and James Noyce. Intel is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
Intel's Product Suite and Applications
The company's most well-known product line is its x86 series of microprocessors, which have been a key component of many personal computers for decades. Intel's processors are found in a vast array of devices, including desktops, laptops, servers, and embedded systems. In addition to microprocessors, Intel's product portfolio includes a wide range of complementary technologies.
These include chipsets, which manage data flow between the processor, memory, and peripherals; integrated graphics, which provide visual processing capabilities within the CPU; and memory solutions, such as solid-state drives (SSDs) and advanced memory technologies like Optane, designed to enhance data storage and retrieval speeds. Intel's connectivity products, including Ethernet controllers and network interface cards, are also integral to the efficient operation of networked systems.
Intel's products see use across multiple sectors. In cloud computing, Intel processors power many of the servers that support cloud infrastructure, enabling the storage, processing, and delivery of vast amounts of data.
The company is also at the forefront of artificial intelligence (AI), developing hardware optimized for AI workloads, such as the Intel Nervana Neural Network Processor. In the field of autonomous driving, Intel's acquisition of Mobileye, a leader in computer vision technology, has positioned it as a key player in developing the technologies required for self-driving vehicles.
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