Nvidia just announced a $5 billion investment in Intel—a deal being called a historic collaboration that will shape the next era of computing.

In this video, we break down why Intel shares jumped over 30% after the news, what this means for Nvidia’s AI and PC strategy, and why the U.S. government’s recent $8.9B stake in Intel just got a multibillion-dollar boost.

If you want to understand the impact this will have on data centers, PC chips, and the entire semiconductor industry—this is the breakdown you need.