NVIDIA and Intel Announce $5 Billion Partnership to Develop AI Infrastructure and Personal Computing Products
NVIDIA and Intel Corporation announced a major collaboration on September 18, 2025, to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise, and consumer markets. The partnership includes a USD 5 billion investment by NVIDIA in Intel's common stock at a purchase price of USD 23.28 per share.
Product Development Strategy
The companies will focus on seamlessly connecting NVIDIA and Intel architectures using NVIDIA NVLink, integrating the strengths of NVIDIA's AI and accelerated computing with Intel's leading CPU technologies and x86 ecosystem to deliver cutting-edge solutions for customers. For data centers, Intel will build NVIDIA-custom x86 CPUs that NVIDIA will integrate into its AI infrastructure platforms and offer to the market. This represents a significant shift in how the companies will collaborate on enterprise-level computing solutions.
Personal Computing Integration
In the personal computing sector, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. The integration of NVIDIA's RTX technology directly into Intel's x86 architecture represents a new approach to personal computer design, combining both companies' technologies at the chip level.
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Financial Investment Details
NVIDIA will invest USD 5 billion in Intel's common stock at a purchase price of USD 23.28 per share. The investment is subject to customary closing conditions, including required regulatory approvals. This substantial financial commitment demonstrates NVIDIA's confidence in the partnership and Intel's future prospects in the evolving computing landscape.
Executive Perspectives
NVIDIA founder and CEO Jensen Huang emphasized the transformative nature of AI in computing. “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,” Huang said. “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.”
Intel CEO Lip-Bu Tan highlighted the foundational role of Intel's x86 architecture in modern computing. “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,” Tan said. “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.”
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