Nvidia is set to invest $5bn in Intel and will work with the US chipmaker to co-develop custom data centres and PC products. The move by Nvidia follows an announcement made last month about the US government’s $8.9bn investment in Intel common stock as part of efforts to boost semiconductor manufacturing in the country.

The CPUs that will emerge from the Intel-Nvidia deal appear to be squarely aimed at the AI PC opportunity. Nvidia's GPU technology has become the industry standard for AI computing, and the GPU chiplet included in these new CPUs could provide enough AI computing capacity to handle more complex AI workloads.

In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s,

TMTPOST -- Intel Corporation stock on Thursday logged its best day in nearly 38 years after Nvidia Corporation announced billions of dollars of investment in the beleaguered chipmaker and a new partnership on chip development.

Intel (NASDAQ:INTC) stock surged on Thursday after unveiling a sweeping partnership with Nvidia (NASDAQ:NVDA) to co-develop custom chips and next-generation systems, a breakthrough that thrusts the long-struggling chipmaker into the center of the artificial intelligence boom and signals a new front in the global race for computing dominance.

Nvidia is throwing Intel a $5 billion life raft, just weeks after similar stakes from the US government and SoftBank. Nvidia is investing $5 billion in Intel common stock in a collaboration that will see the pair “jointly develop multiple generations of custom data center and PC products.”

Intel (NASDAQ: INTC) is still the leader in the data center CPU (central processing unit) market, but it has undoubtedly fallen upon tough times. A severe delay getting its innovative Sapphire Rapids chips to market opened the door for rival Advanced Micro ...

The global Graphics Processing Unit (GPU) market is poised for substantial growth, projected to reach USD 592.18 billion by 2033 from USD 63.22 billion in 2024, at a CAGR of 28.22% from 2025 to 2033.

Shares of Nvidia Corp. rose nearly 4% today after it announced plans to invest up to $100 billion in OpenAI.

Intel secures a $5B investment and partnership with Nvidia, boosting its AI strategy and growth prospects. Click here to read my latest analysis on INTC stock.