Joint announcement sends Intel shares soaring in premarket trading. ...

President Trump is set to speak with Chinese President Xiinping tomorrow about a potential framework for the sale of Tik Tok. Joining us now, former Vice President Mike Pence. He's the founder of of Advancing American Freedom. It's been a while joining us on set, Mr.. uh Mr.. VEP. It's good good to have you here. Thanks, guys. Thanks for having me back. We'll get this on you, you know, covering like it's S&P. Usually, it's Venus chart. You want to chart? All right. All right. Well, we've got a living, breat ...

Core Viewpoint - Nvidia has agreed to invest $5 billion in Intel, focusing on the development of PC and data center chips, but not on manufacturing Nvidia chips [1][4]. Company Analysis - The partnership does not include Intel's foundry manufacturing Nvidia's AI chips, which some investors may have hoped for [3][4]. - Intel aims to leverage its x86 CPU technologies to connect with Nvidia's AI technologies, indicating a collaboration rather than a manufacturing agreement [4]. - The $5 billion investment is seen as insufficient for Intel's needs, as the company requires tens of billions to enhance its foundry capabilities [5][6]. Industry Context - The investment comes amid a broader context of the Chips Act, which emphasizes the need for domestic foundries and supply chain security [6]. - Intel's core business in data center and PC chips has significantly eroded, particularly with the rise of AI-driven investments [7]. - The market reaction to the partnership has been mixed, with Intel's stock showing some movement but not reflecting a substantial recovery [10].

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

The Nvidia investment is the latest source of relief for Intel investors, after the U.S. government took a stake in the chip company last month. ...

Core Insights - The collaboration between Nvidia and Intel is seen as a historic partnership aimed at enhancing chip development for PCs and data centers, with Nvidia utilizing Intel's processors and Intel incorporating Nvidia's graphic technology [2] - The U.S. government's recent actions, including acquiring a 10% stake in Intel and SoftBank's $2 billion investment, reflect a strategic push to strengthen the domestic chip supply chain [3][7] - Analysts predict that Nvidia's revenue could surpass Intel's annual revenue on a quarterly basis by next year, indicating a significant shift in market dynamics [4] Industry Developments - The U.S. administration is focused on building domestic foundry capacity and ensuring that companies like Intel are utilized effectively to regain competitiveness in the semiconductor market [5][9] - There are concerns regarding the ability of U.S. chip manufacturers to compete with established players like TSMC in Taiwan, raising questions about the feasibility of moving production domestically [6] - The U.S. government is emphasizing the need for national security in semiconductor production, aiming to reduce reliance on foreign manufacturers, particularly in light of competition from China [10][11]

Intel will build Nvidia-custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms. ...

Nvidia agreed to invest $5 billion in Intel Corp. and collaborate on developing chips for personal computers and data centres, a surprise partnership that pairs two longtime rivals as Intel struggles ... ...

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025.This is breaking news. Please refresh for updates.Nvidia said it will invest $5 billion in Intel as part of a deal to co-develop data center and PC products with the troubled chipmaker which took on the U.S. government as an investor last month.Nvidia is investing its stake at a price of $23.28 a share, a release from the company said. Intel shares jumped 33% to ...

Core Insights - Nvidia announced a $5 billion investment in Intel, marking a significant support for the struggling chipmaker [1][2] - This investment resulted in a 23% increase in Intel's stock price, making Nvidia one of its largest shareholders with approximately 4% ownership after new shares are issued [2] - The partnership will focus on jointly developing PC and data center chips, while Intel's foundry will supply central processors and advanced packaging for these products [5] Company Developments - Intel appointed a new CEO, Lip-Bu Tan, in March, who faced criticism from President Trump regarding his connections with China, leading to a unique arrangement for the U.S. government to acquire a 10% stake in Intel [3] - Nvidia's CEO, Jensen Huang, clarified that the Trump administration was not directly involved in the partnership but would have supported it [4] Market Implications - Analysts suggest that for Intel's foundry business to thrive, it needs to secure large customers like Nvidia, Apple, Qualcomm, or Broadcom [6] - Nvidia's investment price of $23.28 per share is slightly below Intel's recent closing price of $24.90 but higher than the $20.47 price paid by the U.S. government [7]