On September 18, 2025, NVIDIA made a momentous announcement: it would invest $5 billion in Intel, with the share price set at $23.28 each. This move signified a strategic partnership between the two tech giants. As per the agreement, Intel is tasked with custom - designing x86 architecture CPUs specifically for NVIDIA. These tailored CPUs are earmarked for use in NVIDIA's AI infrastructure platform. In a reciprocal move, Intel is set to roll out x86 system - on - chips (SoCs) that incorporate NVIDIA RTX GPUs, targeting personal computing devices. The overarching goal of this collaboration is to seamlessly blend NVIDIA's edge in AI - accelerated computing with Intel's CPU technology and the extensive x86 ecosystem.

The market reacted swiftly to this news. After the announcement, Intel's stock price soared by over 20%. NVIDIA's stock also saw an uptick, rising by approximately 3.5%. In contrast, AMD's stock took a hit, plummeting by more than 5%. Intel clarified that this collaboration is a perfect fit for its product roadmap and that the company will persist in offering its Arc GPU products.