18.09.2025 18:20
Intel's stock experienced a dramatic surge, climbing by over 28%, propelled by the groundbreaking announcement of a new strategic alliance with Nvidia. According to reports from internet sources, this collaboration is centered on the joint development of next-generation chips for personal computers and artificial intelligence data centers, and it is part of a wider series of agreements designed to bolster the chipmaker's market position.
At the heart of this alliance is a substantial $5 billion investment from Nvidia, which translates to an approximate 4% ownership stake in Intel, secured at a price of $23.28 per share. This significant financial injection is the latest in a series of major collaborations aimed at revitalizing Intel's competitiveness within the fierce semiconductor industry. It follows a recent pattern of high-profile backing, including an $8.9 billion investment from the Trump administration in August for a 10% stake and a $2 billion commitment from Japan's SoftBank.
Spearheading this strategic realignment is Intel’s new CEO, Lip-Bu Tan, who took the helm in March and has been instrumental in reversing years of declining market performance. Despite his efforts, Tan has navigated significant political scrutiny, notably from President Donald Trump, who initially called for his resignation over concerns about his close ties to China. However, in a notable turnaround, the President has since reversed this position, meeting with Tan and publicly praising his leadership and remarkable career as an "amazing story." Tan’s strategy continues to guide the company through a challenging period of steep losses, aggressive cost-cutting, and project cancellations.
The technical framework of the collaboration will see Intel designing custom x86 processors specifically engineered to pair with Nvidia's powerful graphics processors across a variety of AI applications. Concurrently, Nvidia will provide bespoke graphics chips that the American semiconductor giant can seamlessly integrate with its own PC central processing units. Both corporations emphasized that their technologies are highly complementary, creating a powerful synergy that is pivotal to advancing capabilities in the booming artificial intelligence sector.
