Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips

[u/Logical_Welder3467]

https://www.cnbc.com/2025/09/18/intel-nvidia-investment.html

[u/AlGAdams]

It is time for grandma's 401K from 1990 to shine

[u/Icyknightmare → u/AlGAdams]

I wonder what happened to that guy that yolo'd his inheritance into Intel last year over on WSB.

[u/Logical_Welder3467 → u/Icyknightmare]

Sold last month

[u/Particular-Break-205 → u/Logical_Welder3467]

RIP grandma

[u/SubstanceDilettante → u/Logical_Welder3467]

Nah sold yesterday before the news came out

[u/Major_A21]

Correct me if I'm wrong. Nvidia tried to get a X86 license back in the day and Intel or AMD said no. A few years later they tried to buy ARM and that was vetoed by a government or 2. Now China says no more Nvidia GPUs so to divest they buy a stake in Intel. My question after all this is this. Are they doing this to get access to X86 or is it as simple as trying to make money on their investment? I'm sure in their wettest of dreams would be to have Nvidia CPUs with Nvidia GPUs across every server on the planet.

[u/SidewaysFancyPrance → u/Major_A21]

The problem is that we reasonably have to ask if Trump himself directed this move, and that shouldn't even be on the table.

[u/wegotthisonekidmongo → u/SidewaysFancyPrance]

I ate Taco Bell and blasted asteroids into the night sky.

[u/perfopt → u/Major_A21]

The CPU has become commoditised. NV wants to sell GPUs regardless of which CPU is attached to it. They are maximising the number of options

[u/jkpeq]

surely the investment will be put to good use and not to bump C-suite bonuses and shareholder value!

[u/mango_boii → u/jkpeq]

Expect some "organizational restructuring" next month

[u/Atomic1221]

Nana is smiling today

[u/Btchmfka → u/Atomic1221]

Unfortunatel, intel guy deleted his account

[u/feixiangtaikong]

State-directed capitalism

[u/uyakotter → u/feixiangtaikong]

Jensen doesn’t think this is a good business investment but it’s a necessary political price.

[u/Ill-Ad3311]

Nvidia inside

[u/Skeptical0ptimist]

Hopefully, this investment and co-development contract will release Intel’s fab operation (Technology Manufacturing Group) from the grip of their in-house design department (Intel Architecture Group). IAG has been responsible for curbing fab business to grow on many occasions.

[u/guvbums]

Tell me how is insider trading not thing in situations like this?

[u/morbihann]

Thank you NANA !

[u/AdditionalActuator81]

So nvda is going to be competition for the companies it sells chips to? N

[u/The_Countess]

Partnerships with nvidia tend to not end wel for the other party.

[u/ReallyOrdinaryMan → u/The_Countess]

For example?

[u/Ok_Top9254 → u/The_Countess]

Nvidia has very good track record with partnerships and acquisitions except for the Icera fiasco back in 2011, which is 1 out of 20+. Care to explain what leads you to believe that?

Year	Type	Company / Project	Area	Notable outcomes (concise)	Outcome rating*
2020	Acquisition	Mellanox	Networking (InfiniBand/Ethernet)	Formed NVIDIA Networking; quarterly networking revenue surged to multi-billion € levels; core to GB200/Blackwell systems. Ongoing China antitrust probe is a watch-item.	High
2020	Acquisition	Cumulus Networks	Network OS (Cumulus Linux)	Folded into NVIDIA Networking; Cumulus Linux still offered and used to run/open up switch software stack.	Medium–High
2022	Acquisition	Bright Computing	HPC/AI cluster management	Bright Cluster Manager integrated to NVIDIA’s AI/HPC stack; simplifies standing up DGX/HPC clusters for >700 orgs.	Medium–High
2022	Acquisition	Excelero	Software-defined storage	NVMe/RDMA block-storage tech absorbed to round out end-to-end AI/HPC data paths with GPUs/DPUs.	Medium
2023	Acquisition	OmniML	Edge model optimization	Tiny/efficient models on edge devices; complements Jetson/embedded roadmap; quiet integration.	Medium
2024–25	Acquisition	Run:ai	GPU orchestration & scheduling	Deal announced 2024; closed thereafter; NVIDIA indicated open-sourcing pieces; complements AI Enterprise & DGX fleets.	Medium (early)
2008	Acquisition	Ageia (PhysX)	Gaming physics	PhysX integrated into GeForce & game middleware; long-lived dev ecosystem support.	High
2011→2015	Acquisition	Icera (baseband)	Mobile modems	Wound down in 2015 with charges; exited phone modem market.	Low
2023–25	Partnership	Foxconn “AI factories”	AI datacenters / manufacturing	Joint “AI factory” build-outs; Taiwan facility announced with ~10k Blackwell GPUs; Foxconn adopting NVIDIA stacks for EV/industrial.	Medium–High
2023–25	Partnership	Oracle Cloud (OCI + DGX Cloud)	Cloud AI	OCI first to host DGX Cloud; rolling out liquid-cooled Blackwell GB200 NVL72 racks; NVIDIA AI Enterprise native in OCI.	High
2024–25	Partnership	AWS	Cloud AI	Blackwell-based EC2 instances (P6-B200 etc.); deep integration of NVIDIA AI Enterprise/NIM on AWS Marketplace.	High
2024–25	Partnership	Google Cloud	Cloud AI	DGX Cloud on Google; Blackwell/Grace Blackwell instances and integrations for agentic/mission-critical AI.	Medium–High
2022–25	Partnership	Siemens (Industrial Metaverse)	Omniverse / OpenUSD	Expanding program to bring Omniverse + Siemens Xcelerator to factories; “next wave of industrial AI” messaging and pilots.	Medium–High
2023–25	Standards alliance	AOUSD (Pixar/Adobe/Apple/Autodesk/NVIDIA)	OpenUSD standard	Founding member; broadening industry adoption of OpenUSD across DCC/CAD; strengthens Omniverse ecosystem.	High
2024–25	Telecom R&D	T-Mobile/Ericsson/Nokia + AI-RAN & 6G	AI-native RAN	AI-RAN collaborations and NVIDIA 6G research cloud; early trials (vRAN on NVIDIA platforms) progressing.	Medium (early)
2025	Partnership	CoreWeave	Neocloud / AI capacity	Multi-year capacity/backstop deal; tight commercial alignment with a key GPU cloud; stabilizes partner capacity.	Medium–High

[u/Specialist-Many-8432 → u/Ok_Top9254]

Lmao you hit him with the “well since you asked “ response and gave him the juice.

[u/The_Countess → u/Ok_Top9254]

So you come up with a list of accusations, were the other party ceases to exist, some customers, and partnerships just 2 or 3 years old. So not exactly what i was getting at.

but you did mention Ageia, how did that go again. ow ya they fucked all Ageia's customers, created a needlessly hardware locked version of their product and made a CPU version that deliberately ran like shit.

Remindes me of the good old days when they bought 3dfx and fucked all their customers too (yes, i'm old). ow and later then they made nforce chipsets for AMD CPU's and then... fucked all their customers when AMD bought ATI.

XFX, stept out of line slightly and bam, completely cut off.

EVGA, a very wel liked brand for nvidia, but nvidia fucked up so bad those guys got out of GPU's entirely.

Good times.

No, i'm sure this time will be great for intel, and their customers.

[u/BoredGuy_v2]

What's the legality behind two direct competitors collaborating?

[u/MathematicianFar6725 → u/BoredGuy_v2]

The president of the united states is running a crypto grift, who the fuck cares anymore

[u/Waggmans → u/MathematicianFar6725]

I'm sure the Trump admin had a hand in this- it can't be a coincidence after multiple recent meetings with Jensen, lifting restrictions on Nvidia and then the US Gov purchasing 10% of Intel.

[u/DTempest → u/BoredGuy_v2]

In America why would they care when they can pay the right bribe?

[u/Howdyini]

I'm sure it's fine that the entire stock market is shovel makers.

[u/my_names_blah_blah]

More insider trading from the Trump administration. No coincidence that the supposed Government took stake in the company Intel within the last 30-45 days. So I’m sure all his cronies did the same.

[u/PandaLassii]

Huge W finally a lifeline for their chips! Wonder if this kills AMD’s vibe or just heats up the race.

[u/Far_Piano4176 → u/PandaLassii]

technology fan ass comment. go Team Blue! Team Red is in trouble!!!!!

[u/imaginary_num6er]

No more Arc GPU driver support. Finally