On September 18, 2025, a seismic shift occurred in the tech industry as NVIDIA unveiled a staggering $5 billion equity investment in Intel, catapulting it to the ranks of Intel's largest shareholders. This strategic move paves the way for a groundbreaking partnership between the two tech titans, who will now collaborate on the development of cutting-edge AI infrastructure and personal computing products. At the heart of this alliance lies Intel's commitment to designing and manufacturing bespoke data center and client CPUs, leveraging NVIDIA's revolutionary NVLink technology.
The market reacted swiftly and decisively to this news, with Intel's U.S.-listed shares soaring over 25% in pre-market trading, while NVIDIA's stock also experienced a notable uptick of approximately 2%. This collaboration represents a potent fusion of NVIDIA's unparalleled expertise in AI and accelerated computing with Intel's world-renowned CPU technology and expansive x86 ecosystem. The result? A game-changing breakthrough that promises to redefine the industry landscape and set a new benchmark for innovation.