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Shengbao's chief investment strategist Charu Chanana's research report stated that Nvidia's $5 billion investment has put Intel back at the center of the AI ecosystem. The strategist pointed out that Intel will co-develop CPUs that can be directly inserted into Nvidia GPUs, transforming their chips from a supporting role into a core performance driver. She added that at the same time, the deal has earned Intel new credibility among customers and "laid the groundwork for Nvidia to eventually use Intel's foundries as a second manufacturing source in case of capacity constraints at TSMC." She said that for Nvidia, this partnership provides "flexibility and coverage" as it strengthens Nvidia's control over AI data centers and opens the door for new categories of AI PCs.