NVIDIA invests $5B in Intel, launches joint AI and PC chip venture

NVIDIA is investing $5 billion in Intel, becoming one of its largest shareholders and forming a strategic partnership to jointly develop future data center and PC chips. This collaboration aims to combine Intel’s x86 CPU architecture with NVIDIA’s AI and GPU technologies, with Intel building custom CPUs for NVIDIA’s AI infrastructure and manufacturing x86 system-on-chips integrated with NVIDIA RTX GPU chiplets for high-performance personal computers. The deal provides a significant boost to Intel, which has struggled in recent years, as evidenced by a 23% surge in its stock price following the announcement. The partnership leverages the strengths of both companies: Intel’s foundational x86 architecture, manufacturing capabilities, and advanced packaging, alongside NVIDIA’s AI leadership and CUDA architecture. Analysts view NVIDIA’s involvement as a pivotal moment for Intel, repositioning it from an AI laggard to a key player in AI infrastructure. The collaboration also has competitive implications, potentially challenging rivals like AMD and TSMC, which currently manufactures NVIDIA’s top processors. The