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Nvidia takes $5B stake in Intel, forging alliance on future AI chips

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Nvidia announced a $5 billion investment in Intel, acquiring roughly 4% of the struggling chipmaker and pledging to jointly develop new chips for PCs and data centers. The deal comes just weeks after the U.S. government took an extraordinary 10% stake in Intel to shore up the company amid mounting concerns about its competitiveness.

Intel shares surged 23% on the news, while Nvidia’s stock rose nearly 4%. Nvidia will pay $23.28 per share, slightly below Intel’s prior closing price but above what Washington paid earlier this month. The investment makes Nvidia one of Intel’s largest shareholders and marks a pivotal moment in the U.S. effort to counterbalance Asia’s dominance in chip production.

Under the pact, Intel will supply central processors and advanced packaging for joint products that combine Intel CPUs with Nvidia GPUs, linked by Nvidia’s high-speed proprietary technology. The companies pledged to build “multiple generations” of such products, though Nvidia stopped short of committing to use Intel’s foundries for its own chips—a key issue for Intel’s turnaround.

The partnership could reshape the competitive landscape. Analysts say it poses the most immediate risk to AMD, which competes with Intel in supplying data center CPUs, and a longer-term threat to TSMC, which currently manufactures Nvidia’s flagship processors. Broadcom, whose chip-to-chip interconnect technology underpins many AI systems, may also feel pressure.

“This is a massive game-changer for Intel and effectively resets its position of AI-laggard into a cog in future AI infrastructure,” said Gadjo Sevilla, senior analyst at eMarketer. Some analysts even speculate the deal could be the first step toward an eventual breakup or acquisition of Intel by U.S. chipmakers.

Intel’s new CEO, Lip-Bu Tan, has vowed to streamline operations and build capacity more cautiously, only when demand is clear. Nvidia CEO Jensen Huang emphasized the administration was not directly involved in the partnership but noted Washington would welcome the collaboration.

For Intel, the deal adds to a growing cash reserve after a $2 billion investment from SoftBank and $5.7 billion from the U.S. government. For Nvidia, the alliance gives it a foothold in Intel’s deep enterprise and government networks, while cementing its dominance in AI infrastructure.

Trump jokes about AI “taking over the world” as U.S. and U.K. sign tech deal

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U.S. President Donald Trump, speaking alongside U.K. Prime Minister Keir Starmer in London, quipped that artificial intelligence was “taking over the world” and admitted he hoped tech leaders understood it better than he did. The remarks came during Trump’s second state visit to Britain, at an event attended by Nvidia CEO Jensen Huang and other industry figures.

Departing from prepared remarks on the strength of U.S.-U.K. relations and new tech investments, Trump turned to Huang with a laugh: “Jensen, I don’t know what you’re doing here. I hope you’re right. All I can say is, we both hope you’re right.” His comments drew laughter from Starmer and the audience.

The two leaders signed a “Tech Prosperity Deal”, pledging deeper cooperation on artificial intelligence, quantum computing, and civil nuclear projects. Under the agreement, Nvidia will deploy 120,000 GPUs across Britain, marking its largest European rollout to date.

Trump, characteristically playful, joked with Treasury Secretary Scott Bessent before signing: “Should I sign this? If the deal’s no good, I’m blaming you, Scott.”

The partnership aims to strengthen transatlantic research and industry collaboration while addressing the disruptive potential of AI—a technology Trump acknowledged as both transformative and unsettling.

Intel–Nvidia deal could strengthen Intel’s next-gen chipmaking plans

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Intel’s long-struggling manufacturing arm may gain fresh momentum from a new $5 billion partnership with Nvidia, analysts say. The deal, announced Thursday, gives Nvidia a roughly 4% stake in Intel and establishes a framework for the two companies to co-develop multiple generations of joint products.

These products will link Intel’s central processors with Nvidia’s AI and graphics chips using NVLink, Nvidia’s proprietary high-speed interconnect. By being directly tied to Nvidia’s flagship chips, Intel’s CPUs could gain an advantage over rivals such as AMD, which currently lacks such integration.

Crucially, the collaboration could also bolster Intel’s 14A manufacturing process, planned for 2027 but still financially uncertain. Intel has said it needs significant customer commitments to justify the cost of building 14A. Analysts believe Nvidia’s involvement, even indirectly, could help secure the production volumes necessary to make the investment viable.

“Any relationship with Nvidia … should be seen as a possible extension of the partnership in the future,” said Jack Gold of J.Gold Associates, suggesting that deeper collaboration on Intel’s foundry services could follow. Intel will supply CPUs for the joint products and package Nvidia chips in some cases, while engineers from both firms will collaborate to translate Nvidia’s designs into physical chips made in Intel factories.

The move is strategically important because, like Nvidia, Intel often relies on Taiwan’s TSMC for advanced manufacturing. If the joint products prove successful, the deal could ensure Intel’s fabs are busy enough to deliver returns on its multibillion-dollar investments. “It gives me a higher degree of confidence that 14A continues,” said Ben Bajarin of Creative Strategies.

For Nvidia, the tie-up opens doors to Intel’s vast enterprise and government customer base, which depends on decades of software optimized for Intel’s chips. Analysts note that AMD could be the biggest loser from the partnership, as two of its fiercest competitors are now aligning their technologies.