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Nvidia Completes $5 Billion Intel Share Purchase Under September Deal

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Nvidia has finalized the purchase of Intel shares worth $5 billion, completing a transaction first announced in September, according to a regulatory filing released on Monday. The investment represents a significant strategic and financial move involving Intel, which has faced mounting financial pressure in recent years.

Under the terms of the agreement, Nvidia paid $23.28 per share for Intel common stock. In total, the AI chip leader acquired more than 214.7 million shares through a private placement. The deal positions Nvidia as one of Intel’s largest shareholders and is widely interpreted as a critical financial boost for Intel, whose balance sheet has been strained by years of strategic missteps and heavy spending on manufacturing capacity expansions.

Intel has invested aggressively in domestic chip production in an effort to regain technological leadership and reduce reliance on overseas manufacturing. While these investments align with long-term industry and national security goals, they have significantly increased capital expenditure and pressured near-term profitability. Nvidia’s investment provides Intel with fresh capital at a moment when liquidity and investor confidence are key concerns.

The transaction has already cleared regulatory scrutiny. U.S. antitrust authorities approved the deal earlier this month, with confirmation posted by the Federal Trade Commission. This clearance removed one of the final obstacles to completing the agreement.

Market reaction was muted. Nvidia shares fell 1.3% in premarket trading following the disclosure, while Intel’s stock remained largely unchanged, suggesting investors had already priced in the deal since its announcement in September.

AMD Shares Jump After Company Sets $100 Billion Data Center Revenue Target

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Advanced Micro Devices (AMD) saw its shares climb nearly 5% in premarket trading on Wednesday after the company unveiled ambitious long-term growth goals, including a plan to reach $100 billion in annual data center revenue within five years by taking a larger share of the booming AI chip market from rival Nvidia.

Speaking at an investor event in New York, CEO Lisa Su said AMD expects the market for data center chips to expand to $1 trillion by 2030, driven by AI adoption and stronger software integration.

To capitalize on that opportunity, AMD is preparing to roll out its next-generation MI400 chips and the Helios rack system in 2026. These products are part of the company’s broader strategy to compete more aggressively in AI computing, an area dominated by Nvidia.

“AMD’s success will come from being better than NVIDIA on whatever metrics matter most to customers,” analysts at Morgan Stanley said, adding that factors like power efficiency, component availability, and performance will determine leadership in what they called a “winner-takes-most” market.

At the event, AMD projected 35% annual growth for its overall business and 60% annual growth in its data center segment over the next three to five years. Chief Financial Officer Jean Hu said the company also aims for earnings of $20 per share within that timeframe, compared to LSEG’s 2025 estimate of $2.68 per share.

While analysts praised AMD’s bold targets, some cautioned about execution challenges, potential AI spending slowdowns, and supply chain constraints.

AMD shares have already gained 97% this year and are up 16% since October 6, when the company announced a partnership with OpenAI.

Tower Semiconductor Raises Forecasts on AI and Data Center Demand Surge

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Tower Semiconductor, the Israeli-based contract chipmaker, forecast fourth-quarter revenue above market expectations, driven by booming demand for chips used in data centers and AI infrastructure. The announcement sent the company’s U.S.-listed shares up 15%, reaching their highest level in over two decades after a 63% surge this year.

The company said it expects revenue of around $440 million, plus or minus 5%, surpassing analysts’ estimates of $434.4 million, according to LSEG data.

CEO Russell Ellwanger attributed the growth to strong demand for Tower’s analog and mixed-signal semiconductors, which are widely used in automotive, industrial, and communications technologies. He added that the company’s Silicon-Germanium and Silicon Photonics technologies — essential for high-speed optical data transmission — are key growth drivers as global data center expansion accelerates.

Tower also announced an additional $300 million investment to expand its manufacturing capacity and advance next-generation chip capabilities across Israel, the United States, Italy, and Japan.

For the third quarter ended September 30, Tower reported revenue of $395.7 million, slightly above forecasts, and adjusted earnings of 55 cents per share, topping estimates of 54 cents.

The results highlight the semiconductor industry’s ongoing shift toward AI-driven infrastructure, where specialized chips for data transmission and network performance are becoming vital to global tech ecosystems.