Guo Mingkui: NVIDIA's cooperation with Intel is expected to define AI PC and accelerate its development.

Prominent analyst Guo Mingchi wrote that Nvidia's cooperation with Intel is expected to define the AI PC and accelerate its development. For Nvidia, there is high uncertainty in developing its own Windows on ARM processor; for Intel, it is difficult to quickly improve competitiveness in the GPU field. The cooperation between the two is expected to create strong synergies and advantages in the PC ecosystem. In terms of servers, Intel has x86 server enterprise customers and abundant resources; Nvidia has technological advantages. If the two parties integrate their technologies and sales advantages to a high degree, they will have the opportunity to significantly benefit from the vast potential demand.