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Nvidia Invests $5 Billion in Intel to Accelerate Joint Development of Data Center and PC Products

Nvidia Invests $5 Billion in Intel to Accelerate Joint Development of Data Center and PC Products
source: gettyimages
September 18, 2025

Tom Warren is a senior editor and author of Notepad, with over 20 years of experience covering Microsoft, PCs, and technology. Recently, Nvidia announced a significant investment and collaboration with Intel, signaling a major shift in the semiconductor industry.

Nvidia's $5 Billion Investment in Intel

Nvidia is injecting $5 billion into Intel's common stock as part of a strategic partnership to develop multiple generations of custom data center and PC hardware. This collaboration aims to integrate Nvidia's GPU technology directly into Intel’s x86 system-on-chips (SoCs), which will power a diverse array of PCs.

Synergy of CPU and GPU Technologies

The partnership will focus on creating x86 SoCs that include Nvidia RTX GPU chiplets, enabling a closer integration of Intel's CPUs and Nvidia's GPUs. This marks an evolution from their existing collaborations on gaming laptops toward combining both within a single chip.

Strategic Goals and Industry Impact

The move is designed to bolster both companies’ ability to compete with AMD, which has been rapidly gaining market share with innovative gaming desktop CPUs and AI laptop processors. It also raises questions regarding Nvidia’s GPU business, especially the future of Intel’s Arc graphics cards, as Intel now leans on Nvidia’s GPU expertise.

Tech Collaboration and Ecosystem Expansion

Nvidia and Intel will also work on connecting their architectures through Nvidia’s NVLink system, employed in data centers to link GPUs for high-performance computing. According to Nvidia CEO Jensen Huang, “Intel will build Nvidia-custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms and offer to the market.” This partnership aims to fuse Nvidia’s AI and accelerated computing stacks with Intel’s x86 ecosystem, creating a robust foundation for future technological advancements.

Market and Financial Implications

Last month, the US government took an approximately 10% stake in Intel, valued at around $8.9 billion, while SoftBank invested an additional $2 billion. These investments come amid Intel’s efforts to cut expenses and reduce its workforce.

Following Nvidia’s announcement, Intel’s stock price surged by 28% in pre-market trading, reflecting investor optimism about the future of this strategic alliance.

Stay tuned for more updates on this evolving story in the technology landscape.

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