Nvidia's $5 billion investment in Intel, who will be impacted?

1. TSMC Nvidia's agreement with Intel also includes plans to jointly develop PC and data center chips, which poses a potential threat to TSMC. TSMC is currently the main manufacturer of Nvidia's flagship processors, and this global company with the highest market value may potentially transfer some of its business to Intel in the future. Pre-market reaction: down nearly 2% 2. AMD AMD, which competes with Intel in data center chip supply, may also suffer losses due to Nvidia's support. Pre-market reaction: down over 5% 3. Broadcom Broadcom also has chip interconnection technology and is helping companies like Google develop AI chips, which may lead to competition. Pre-market reaction: up over 1%