NVIDIA has invested $5 billion in Intel, acquiring about 214.7 million shares at $23.28 each. The collaboration aims to jointly develop custom data-center CPUs and integrate NVIDIA RTX GPUs into Intel PCs, strengthening both firms’ AI technology and Intel’s chip production capabilities.
Key Points Of The Agreement
- $5 billion invested for about 214.7 million Intel shares at $23.28 each.
- The companies will focus on custom data center CPUs and PC SoCs that use NVIDIA’s and Intel’s x86 architectures.
- Intel will produce custom x86 processors for NVIDIA AI systems.
- NVIDIA RTX GPU chiplets will be integrated into Intel PCs.
- This partnership demonstrates confidence in Intel’s manufacturing and supports U.S. AI infrastructure.
Background Factors
- Financial support: disinvestment gives Intel a much bigger boost after recent complications and manufacturing problems, providing the funds to support its growth plans.
- Regulatory approval: US antitrust authorities approved the deal after it was announced in September 2025.
- Market Impact: The news had a significant impact on Intel’s stock price, underscoring a broader trend in AI and its partnerships.
Intel will design and manufacture custom data center and client CPUs using NVIDIA NVLink as part of the partnership.
NVIDIA and Intel will collaborate on custom data center and PC products to accelerate applications and workloads across markets.
The companies will connect their architectures via NVIDIA NVLink, combining NVIDIA’s AI/Accelerated Computing with Intel’s CPU/x86 ecosystem to deliver advanced customer solutions.
Intel will produce x86 CPUs tailored for NVIDIA to use in AI infrastructure platforms and for the broader market.
For PCs, Intel will build x86 system-on-chip (SoC) designs integrating NVIDIA RTX GPU chiplets. These x86 RTX SoCs will produce PCs that require top CPUs and GPUs working together.
NVIDIA will invest $5 billion in Intel’s common stock at $23.28 per share. The investment is subject to standard closing conditions and governmental approvals.
AI is driving a new industrial revolution and transforming computing from hardware to software. NVIDIA’s CUDA architecture is central to this shift, said NVIDIA founder and CEO Jensen Huang. This partnership rematches NVIDIA’s AI and accelerated computing with Intel’s CPU and x86 ecosystem. Together, we will expand our ecosystems and set the stage for the next era of computing.
Intel’s x86 architecture has been a key part of contemporary computing for decades, and we are updating our products to support future workloads, said Lip-Bu Tan, Intel’s CEO. Our leading data center and client computing platforms, along with our technology and manufacturing strengths, will complement NVIDIA’s AI and accelerated computing. We thank Jensen and the NVIDIA team for their trust and look forward to working together to innovate for customers and our business.
Press Conference: The CEOs of NVIDIA and Intel will host a webcast press conference today at 10:00 AM Pacific Time and 1:00 PM Eastern Time. To hear the announcement, the public can watch the webcast at https://events.q4inc.com/attendee/108505485.
Source- NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products
