This video presents a financial market analysis of Intel (INTC), Nvidia (NVDA), and AMD stocks. According to the analysis, Nvidia is investing 5 billion dollars into Intel. Nvidia now owning around 4 percent of the company, gives them some influence over Intel's strategic direction and their decision-making. Mizuho Americas Managing Director Jordan Klein discusses how Nvidia taking a stake in Intel would be bad for AMD and why it can add pressure to ARM. Klein joins Caroline Hyde on Bloomberg Tech, data centers will be optmized Intel will build NVIDIA-custom x86 CPUs The CPU will be optimized for high bandwidth, low latency communication with NVIDIA's GPUs, Nvlink fusion for superfast data transfer between the onboard CPU and GPU and their AI software stack in the long term.