A massive deal that could reshape PCs
Nvidia has officially confirmed that it is buying $5 billion worth of Intel’s common stock at $23.28 per share. More importantly, the two companies are entering into a landmark partnership to co-design chips that could transform both the PC and server markets. Intel will manufacture x86 processors that integrate Nvidia RTX GPU chiplets, creating all-in-one solutions that promise better efficiency and performance.
For gamers and everyday PC users, this could mean laptops and desktops that deliver RTX graphics power directly on the chip, instead of relying on separate components. For enterprise customers, the partnership could bring tighter integration between Intel’s CPUs and Nvidia’s accelerated computing stack.
Beyond gaming: powering AI and servers
The deal is not just about consumer PCs. Intel will also develop custom x86 CPUs for Nvidia, which will become part of Nvidia’s AI infrastructure offerings. The two companies plan to use NVLink technology to enable seamless communication between Intel processors and Nvidia hardware, ensuring faster data transfers and higher performance.
This collaboration is being described as a strategic fusion of Nvidia’s AI dominance and Intel’s vast x86 ecosystem. Nvidia CEO Jensen Huang called it a foundation for “the next era of computing,” highlighting the ambition behind the partnership.
A shift after Nvidia’s failed ARM acquisition
Nvidia had previously attempted to acquire ARM in a deal that fell through, but this move marks a significant pivot. While Nvidia continues to use ARM cores in products like the Jetson AGX Orin, the partnership with Intel gives it access to custom x86 processors. This not only diversifies Nvidia’s options but also provides customers with more choice in performance and platforms.
Market reaction and next steps
Intel’s stock surged following the announcement, signaling strong investor confidence in the partnership. The deal is still subject to regulatory approval, but the scale and scope of this collaboration suggest it could be one of the most consequential developments in the semiconductor industry in years.
If successful, the Intel and Nvidia alliance could redefine how PCs, servers, and AI systems are built, moving towards a future where powerful hybrid chips become the norm.
For the latest updates on Nvidia, Intel, and the future of computing, follow Tech Moves on Instagram and Facebook.
