Sou Hu Cai Jing·2025-09-18 12:08Core Insights - Nvidia announced a $5 billion acquisition of Intel common stock at $23.28 per share, making Nvidia one of Intel's largest shareholders, potentially owning 4% or more of Intel's shares after the issuance of new stock [1] - The partnership will involve Intel customizing x86 CPUs for Nvidia, which will integrate them into AI infrastructure platforms, while Intel will produce x86 system-on-chip (SoC) that includes Nvidia's RTX GPU chips [1] - Nvidia's CEO emphasized that this historic collaboration merges Nvidia's AI and accelerated computing stack with Intel's CPU and extensive x86 ecosystem, laying the foundation for the next computing era [1] Stock Market Reaction - Following the announcement, Intel's stock pre-market surged by 30%, positively impacting other semiconductor stocks such as ASML (+7.03%), Micron Technology (+2.35%), ON Semiconductor (+2.13%), and Applied Materials (+5.6%) [1] Previous Investments - Nvidia's acquisition price of $23.28 per share is slightly below Intel's closing price of $24.90 but higher than the U.S. government's recent investment of $20.47 per share for a 10% stake in Intel [2] - Prior to the government's investment, Intel received a $2 billion investment from SoftBank, making SoftBank Intel's fifth-largest shareholder, with a payment of $23 per share [4]