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Intel shares soared 22.7% to $30.57 on Thursday, their highest level since July 2024, after Nvidia revealed a $5 billion stake in the chipmaker. Nvidia purchased shares at $23.28 each, marking the start of a landmark partnership aimed at developing next-generation data center and PC products.
The collaboration centers on Nvidia’s NVLink technology, combining its AI and accelerated computing with Intel’s CPU and x86 ecosystem. Intel will produce Nvidia-custom x86 CPUs for AI platforms, while also building x86 system-on-chips that integrate Nvidia RTX GPU chiplets to power high-performance PCs.
Nvidia CEO Jensen Huang expressed confidence in Intel’s potential, stating the investment will yield “fantastic returns” and highlighting Nvidia’s growing reliance on Intel CPUs and foundry services. Analysts view this as a significant milestone for Intel CEO Pat Gelsinger, finally securing a flagship client for its manufacturing business.
Market analysts noted broad implications across the semiconductor sector. Baird called the deal a “clear win” for Intel’s foundry ambitions and a boost for Nvidia, Rambus, and Micron. However, it poses challenges for AMD, with its CPU-GPU positioning threatened, and for ARM, as x86 strengthens within AI platforms.
Wedbush emphasized the geopolitical angle, describing the partnership as reinforcing U.S. leadership in the AI race against China. Wolfe Research noted slight negatives for AMD and ARM but positioned Intel as increasingly competitive.
The announcement follows an August deal between Intel and the Trump Administration, which provided $8.9 billion in U.S. government support through CHIPS Act grants and the Secure Enclave program.
Market reactions were swift: AMD slipped 0.8%, ARM dropped 4.5%, while Taiwan Semiconductor gained 2.2%, Lam Research rose 3.6%, KLA jumped 5.7%, and Synopsys surged nearly 13%.
This historic collaboration underscores how Intel’s resurgence, powered by Nvidia’s backing, could reshape the global semiconductor landscape.
