NVIDIA Invests $5 Billion in Intel to Co-Develop AI and PC Chips
Breaking: NVIDIA has announced a $5 billion equity investment in Intel as part of a strategic partnership to jointly develop multiple generations of custom data center and PC products. The deal includes NVIDIA purchasing Intel common stock (reported at $23.28/share), representing roughly a ~4% stake in Intel.
What they’ll build
- Custom x86 CPUs for tight integration with NVIDIA AI platforms for data centers.
- PC system-on-chips (SOCs) that integrate Intel CPUs with NVIDIA RTX GPU chiplets.
- Tighter hardware-software links using NVIDIA technologies such as NVLink.
Quotes
“[The deal] tightly couples our x86 CPU roadmap and NVIDIA’s AI acceleration,” — Jensen Huang, NVIDIA CEO.
“This combines Intel’s CPU know-how, process technology, manufacturing and advanced packaging capabilities with NVIDIA’s AI leadership,” — Intel CEO Lip-Bu Tan.
Why this matters
The partnership is a major strategic alignment in the AI era: NVIDIA brings market-leading GPU and AI tech while Intel contributes x86 CPU expertise and manufacturing. It could accelerate new AI-optimized systems across hyperscale, enterprise, and consumer markets, and reshape the PC and data center supply chain.
Sources & further reading
Will this revive Intel’s momentum or make NVIDIA even more dominant? Share your thoughts below.
Note: This is developing news; updates may follow as official filings and vendor details emerge.