Inside the $5B Investment

Yahoo Finance confirmed NVIDIA’s $5B equity stake in Intel at ~$23.28/share. The deal will fund joint CPU and GPU platforms aimed at both data centers and consumer PCs.

New CPU-GPU Collaboration

According to NVIDIA’s newsroom, the partnership focuses on:

• Custom x86 CPUs optimized for AI infrastructure.
• Next-gen x86 RTX SoCs combining Intel CPUs with NVIDIA RTX GPUs.
• NVLink interconnect for seamless CPU–GPU communication.

Market Reaction & Supplier Gains

Bloomberg reported Intel’s stock surged 23% after the deal, while Asian suppliers like Tokyo Electron, Lasertec, and Ibiden saw significant gains on supply-chain optimism.

Intel’s Foundry Problem Persists

Despite the partnership, Intel’s manufacturing roadmap remains its biggest challenge. Analysts highlight delays in advanced nodes compared with TSMC and doubts about Intel Foundry Services’ competitiveness. Without solving this, Intel risks losing long-term momentum.