INTC Shares Climb After-Hours - What's The Announcement Made At Nvidia GTC?

(MENAFN- AsiaNet News)

Intel Xeon 6 processors will be integrated into Nvidia systems, building on the architectural foundation established based on the ongoing partnerships of both companies.

Intel Xeon processors will serve as the host CPU for Nvidia DGX Rubin NVL8 systems due to their fast memory support, balanced performance across workloads, and other benefits.

A renewed collaboration with semiconductor giant Nvidia reinforces Intel’s position in the AI infrastructure market.

Shares of Intel Corp. (INTC) climbed about 0.5% in Monday’s extended trading hours and garnered significant retail attention after it announced at the Nvidia GTC 2026 that its Xeon 6 would be used as host CPUs in the semiconductor company’s DGX Rubin NVL8 systems.

Intel Xeon 6 processors will be integrated into Nvidia Corp. (NVDA) systems, building on the architectural foundation established based on the ongoing partnerships of both companies.

The company said in a statement that Intel Xeon processors will serve as the host CPU for Nvidia DGX Rubin NVL8 systems due to their fast memory support, balanced performance across workloads, lower long-term total cost of ownership, mature enterprise software ecosystem, and strong PCIe and I/O capabilities that enable high-bandwidth, low-latency data processing.

Why It Matters

The company said that as AI deployments scale, overall inference performance increasingly depends on the host CPU’s ability to manage memory, orchestrate workloads, and distribute tasks efficiently across GPU clusters.

Additionally, security features such as Intel Trust Domain Extensions also support confidential computing as AI infrastructure expands across data centers, cloud, and edge environments.

“In this new era, the host CPU is mission‐critical. It governs orchestration, memory access, model security, and throughput across GPU‐accelerated systems. Intel Xeon 6 delivers leadership performance, efficiency, and compatibility with the extensive x86 software ecosystem that customers rely on to scale inference workloads,” said Jeff McVeigh, corporate vice president and general manager, Data Center Strategic Programs at Intel.

Intel has been under pressure in the market amid competition from rivals such as Advanced Micro Devices Inc. (AMD). A renewed collaboration with semiconductor giant Nvidia reinforces its position in the AI infrastructure market.

Last year, Nvidia invested about $5 billion in Intel, purchasing shares at $23.28 each. The investment, cleared by the U.S. Federal Trade Commission, deepens collaboration between the two companies on AI infrastructure.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around INTC shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.

INTC shares have climbed more than 16% this year.

Meanwhile, Invesco PHLX Semiconductor ETF (SOXQ) gained more than 67% in the last 12 months, while iShares Semiconductor ETF (SOXX) gained more than 65%.

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