This would make Nvidia Intel's second largest investor behind the US government. Nvidia has a five per cent stake in Intel, while the government has just shy of 10 per cent.
According to the joint press release, the companies will focus on connecting Intel and Nvidia architectures, using Nvidia NVLink.
This means that in the data center market, Intel will build Nvidia-custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms. In the personal computing market, Chipzilla will build x86 SoCs that will integrate Nvidia RTX GPU chiplets.
NVIDIA founder and CEO Jensen Huang said:
“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. This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem. It will fuse two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.”
Intel CEO Lip-Bu Tan said:
“Intel’s x86 architecture has been foundational to modern computing for decades – and we are innovating across our portfolio to enable the workloads of the future.“
Intel’s leading data center and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement NVIDIA’s AI and accelerated computing leadership to enable new breakthroughs for the industry. We appreciate the confidence Jensen and the NVIDIA team have placed in us with their investment and look forward to the work ahead as we innovate for customers and grow our business.”
This puts a lot of pressure on AMD and TSMC to turn out some good results as some analysts and the tech press have pointed out.
We are eagerly awaiting the announced web press conference.
Excited to team up with my good friend Jensen to jointly develop multiple generations of custom data center and PC products!
— Lip-Bu Tan (@LipBuTan1) September 18, 2025
Our collaboration brings together the best of @Intel and @nvidia to benefit customers – and shows how vital x86 architecture and NVLink will be in… pic.twitter.com/lnEtmJW73A