Breaking: NVIDIA Invests $5B in Intel

$NVDA (+3,5%) is investing $5 billion in $INTC (+22,7%) at $23.28 per share, marking a major multi-generation collaboration across PCs and data centers. Intel will build x86 SoCs integrating NVIDIA RTX GPU chiplets for PCs, while also designing custom x86 CPUs for NVIDIA’s AI platforms. This move gives NVIDIA an x86 option alongside ARM, and Intel’s CPUs will now tie directly into NVIDIA’s fastest-growing AI ecosystem. The partnership is product-focused, not a foundry deal, but could reshape performance and competition in AI, gaming, and pro applications.