On September 18, 2025, Nvidia made a bombshell announcement: it would invest a staggering $5 billion in Intel. This news sent Intel's stock price soaring, with a remarkable 30% spike at one juncture. Nevertheless, this substantial investment offers only marginal relief in tackling Intel's long - standing foundry business predicaments.

The collaboration between the two tech giants is mainly centered around the development of AI infrastructure and personal computing products. For instance, they plan to harness Nvidia's advanced NVLink technology to establish seamless connections between CPUs and GPUs. Moreover, Intel is set to customize its x86 architecture - based CPUs specifically for Nvidia's AI platform. Additionally, the two companies aim to launch x86 System - on - Chips (SoCs) that incorporate Nvidia RTX GPU chiplets.

Although the $5 billion injection from Nvidia does supply Intel with much - coveted capital, its influence on enhancing Intel's foundry business is negligible. In the highly competitive semiconductor manufacturing landscape, foundry operations demand not just financial resources but also cutting - edge technological expertise, efficient production processes, and a robust supply chain network. This investment, while significant in monetary terms, falls short in addressing the core issues that have been plaguing Intel's foundry business for some time.