INTC: What's Going on Next?

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ may buy Intel or the foundry.....

1) Without acquisition Intel could disappear.

2) the Gov sees domestic chip production for high end chips (Nvidia) as national security.

Nvidia would be more likely to buy Intel Foundry Services, with Intel going fabless and being a big time customer. Intel Foundries could represent a growth opportunity or just a cost cutting measure. But they could probably get an x86 license out of the deal, if they wanted one.

Nvidia wouldn't be able to buy $Advanced Micro Devices(AMD)$ , same issues as with $ARM Holdings Ltd(ARM)$ . With Intel though you grab lots of nice IP, manufacturing capabilities the ability to compete completely with AMD and smash out Strix Halo type products and compete in the console space as well. Might be a bit messy at first but honestly this is a no brainer for Nvidia at this point in the game.[Grin][Grin][Grin]

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