Intel-Nvidia US$5B alliance

Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial backing, forging deeper platform collaboration between the chip giants.

The two companies announced plans to co-develop multiple generations of data center and personal computing products. The collaboration aims to combine Nvidia's strengths in AI and accelerated computing with Intel's CPUs and broad x86 ecosystem, linked through Nvidia's NVLink interconnect.

DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

Subscribe Now

IN THE NEWS

Monday 22 September 2025

Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector

Nvidia's investment of US$5 billion in Intel sent shockwaves through the semiconductor industry. Stan Shih, founder of Acer, commented that while the US requires a healthier industry...

Monday 22 September 2025

Nvidia's US$5B stake in Intel: strategic bet or peace offering?

Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...

Monday 22 September 2025

Commentary: Lip-Bu Tan gambles on AI as Intel's last chip shot

Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not...

Monday 22 September 2025

Nvidia-Intel US$5B deal shakes up chip industry and puts TSMC on edge

Nvidia and Intel's new partnership is reshaping the global semiconductor landscape and raising questions about how it could influence...

Monday 22 September 2025

MediaTek shrugs off Nvidia-Intel deal

Nvidia recently announced an investment in Intel, along with a strategic technology collaboration focused on data center and PC applications, sending shockwaves through the semiconductor...

Sunday 21 September 2025

Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung

Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes...

Saturday 20 September 2025

Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst

Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...

Friday 19 September 2025

Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy

Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel's x86 CPUs and Nvidia's RTX...

Friday 19 September 2025

Nvidia-Intel partnership targets AI PCs, exposing limits of ATX

Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements...

Friday 19 September 2025

Analysis: After Nvidia invests in Intel, who's next?

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced...

Friday 19 September 2025

Intel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

NVIDIA has announced it will invest US$5 billion in Intel, purchasing shares at US$23.28 each. The move surprised no one in the semiconductor...

Thursday 18 September 2025

Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst

Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers...