In September 2025, NVIDIA disclosed that it had acquired a stake in Intel for $5 billion, thereby becoming one of its major shareholders. The two tech giants are set to collaborate on the development of AI and x86 chips. Their partnership will cover two key domains: data centers and consumer PCs. In the data center realm, Intel will produce a new series of x86 CPUs, specially designed for NVIDIA's AI infrastructure platform. These CPUs are tailored to meet the needs of enterprise and hyperscale customers. In the consumer PC market, Intel will develop x86 system-on-chips (SoCs) that incorporate NVIDIA's RTX GPU chipsets. These will be marketed as 'x86 RTX SoCs' and will be used to power a diverse array of PC products. This alliance will leverage NVIDIA's prowess in AI computing and Intel's strengths in chip manufacturing and market presence, resulting in what can be described as a 'dynamic duo.' The two companies plan to utilize NVIDIA's NVLink interface to seamlessly integrate their respective architectures. This interface facilitates the transfer of data and control code between CPUs and GPUs, offering faster inter-chip communication speeds compared to standards such as PCI Express. This is particularly vital for AI applications that require the collaboration of multiple GPUs. NVIDIA CEO Jensen Huang remarked that the two firms are transitioning from a competitive stance to a collaborative one, with the aim of combining their respective strengths for mutual gain, thereby creating a 'win-win' situation. Intel CEO Lip-Bu Tan mentioned that this collaboration will spur the development of innovative products for customized data centers and PCs, all optimized for the genuine era of AI.
