NVIDIA Investing $5 Billion In Intel As Part Of Collaboration

By Amit Chowdhry • Yesterday at 5:24 PM

Intel and NVIDIA have unveiled a major collaboration to co-develop multiple generations of custom products for both data centers and personal computing. The partnership aims to combine Intel’s leading CPU technologies and x86 ecosystem with NVIDIA’s AI and accelerated computing expertise, connected through NVIDIA’s high-speed NVLink technology.

For the data center market, Intel will design and manufacture NVIDIA-custom x86 CPUs, which NVIDIA will integrate into its AI infrastructure platforms and make available to customers. These processors are intended to accelerate workloads across hyperscale, enterprise, and other high-performance computing environments.

In the personal computing space, Intel will produce x86 system-on-chips (SoCs) that incorporate NVIDIA RTX GPU chiplets. These integrated CPU-GPU solutions will target PCs that require top-tier performance for gaming, creative work, and AI-driven applications.

As part of the agreement, NVIDIA will invest $5 billion in Intel’s common stock at $23.28 per share. The investment is subject to standard closing conditions, including regulatory approvals.

This collaboration reflects the growing convergence of CPU and GPU technologies to meet the demands of AI, data-intensive workloads, and next-generation computing experiences, while also signaling a deepened strategic relationship between two of the industry’s most influential technology companies.

KEY QUOTES:

“AI is powering a new industrial revolution and reinventing every layer of the computing stack — from silicon to systems to software. At the heart of this reinvention is NVIDIA’s CUDA architecture. This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem — a fusion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.”

NVIDIA founder and CEO Jensen Huang

“Intel’s x86 architecture has been foundational to modern computing for decades — and we are innovating across our portfolio to enable the workloads of the future. Intel’s leading data center and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement NVIDIA’s AI and accelerated computing leadership to enable new breakthroughs for the industry. We appreciate the confidence Jensen and the NVIDIA team have placed in us with their investment and look forward to the work ahead as we innovate for customers and grow our business.”

Lip-Bu Tan, CEO of Intel