ToplineNvidia announced it will acquire $5 billion worth of chipmaking rival Intel’s shares and the two companies will collaborate to develop custom data center and personal computer products, in a move that comes less than a month after the U.S. government gained a 10% stake in Intel.Nvidia will invest $5 billion in Intel.NurPhoto via Getty Images ...

Market Trends - Intel's stock rise due to Nvidia investment lifts chipmakers [1] - AMD's stock sinks [1]

Group 1: Quantum Computing Developments - The U.S. Department of Energy (DOE) is partnering with IonQ, Honeywell, and the Electric Power Board of Chattanooga to develop quantum technology use cases in space, indicating a shift from demonstration to deployment with commercial partners [1][2] - IonQ has completed the $1 billion acquisition of Oxford Ionics and is also purchasing Vector Atomic, a startup focused on advanced quantum sensors, with significant government contracts [4] - D-Wave hosted a user conference in Tokyo, with its stock surging over 18% to 22.54, reflecting a 168% increase in 2025 [6] Group 2: Market Performance and Stock Movements - IonQ's stock rose more than 5% to 65.44, marking a 56% increase in 2025 [5] - D-Wave's stock performance has been notable, with a significant rise of 168% in 2025, while Rigetti Computing's stock increased by 10% [6] - Quantum Computing stocks have shown volatility in 2025, influenced by Nvidia's CEO's initial skepticism about the commercial viability of quantum technology, although Nvidia has increased investments in quantum startups [8]

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

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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]

Core Insights - Intel will develop custom x86 CPUs specifically for Nvidia, which will be integrated into Nvidia's AI infrastructure platforms [1] Group 1 - The collaboration signifies a strategic partnership between Intel and Nvidia, focusing on enhancing AI capabilities [1] - This move is expected to strengthen Nvidia's position in the AI market by leveraging Intel's CPU technology [1] - The integration of Intel's CPUs into Nvidia's platforms may lead to improved performance and efficiency in AI applications [1]