Nvidia has announced that it is to invest $5 billion in Intel, just a few weeks after the White House itself negotiated a massive stake in the company.
Sept. 18, 2025 –
Consequently, Nvidia is now one of Intel's largest shareholders, and will have around 4% of the company after new shares are issued to complete the deal.
The announcement by Nvidia also includes a plan for Intel and Nvidia to jointly develop PC and data centre chips, although this doesn’t involve Intel's foundry, or contract manufacturing business, making chips for Nvidia.
The deal does add to Intel’s reserves of capital, following a $2 billion investment from Softbank and the $5.7 billion investment from the US government.
The companies haven’t disclosed the financial terms of their collaboration but did say that it would involve developing "multiple generations" of future products and will involve the two companies providing chips to one another to create products, with no licensing component.
Intel will design a custom CPU that Nvidia will package with GPUs connected by NVLink, in a move seen as being designed to challenge AMD’s strong position in the server market.
Nvidia will provide Intel with a custom GPU that Intel will package with its PC CPUs connected by NVLink for the consumer market; while for data centres Intel will build Nvidia-custom x86 CPUs that Nvidia will then integrate into its AI infrastructure platforms.
Turning to personal computing, Intel will build and offer to market x86 SoCs that integrate Nvidia’s RTX GPU chiplets, powering a wide range of PCs that demand integration of CPUs and GPUs.
Neither company said when the first joint products would come to market but confirmed that their product plans prior to the joint deal had not changed.
“AI is powering a new industrial revolution and reinventing every layer of the computing stack - from silicon to systems to software. At the heart of this reinvention is Nvidia’s CUDA architecture,” said founder and CEO Jensen Huang. “This historic collaboration tightly couples Nvidia’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem - a fusion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.”