Key Points Nvidia is investing $5 billion in Intel; this follows the U.S. government’s recent investment in the struggling chipmaker. The deal is a clear positive for Intel but also represents a winning move for AI chip leader Nvidia. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has just made a move that clearly is great news for Intel (NASDAQ: INTC). The artificial intelligence (AI) chip powerhouse this week committed to investing $5 billion in the common stock of Intel, its beleagu ...

Core Insights - Nvidia has been reliant on ARM for CPU cores in its superchips and has plans for new chips, including a laptop chip named N1 based on the GB10 superchip [1] - Nvidia reported a 59% year-over-year increase in net income for Q2 of fiscal 2026, amounting to $26.4 billion [2][6] - Nvidia's CEO emphasized the significance of NVLink rack-scale computing in enhancing AI model performance, positioning Blackwell as a central platform in the AI race [3] Financial Performance - Nvidia's revenue grew by 56% year-over-year to $46.7 billion, with a gross margin of 72.4%, down from 75.1% in Q2 FY 2025 [6] - The company expects Q3 revenue to be around $54.0 billion, with a gross margin forecast of 73.3% [6] Strategic Developments - Nvidia plans to invest $5 billion in Intel's common stock to develop custom data center and PC products [3] - The integration of custom Intel x86 server CPUs into Nvidia's architecture will enhance its capabilities, previously limited to custom ARM CPUs [4] - Intel will create x86 system-on-chips that incorporate Nvidia RTX GPU chiplets for the PC market, leveraging both companies' strengths [5] Market Outlook - Analysts anticipate improved access for Nvidia to enterprise AI deployments following its collaboration with Intel, although product timelines remain uncertain [7]

Key Points Nvidia just announced it will buy $5 billion worth of Intel stock. Nvidia is getting a great price on Intel -- 25% less than the stock costs today. 10 stocks we like better than Intel › Intel (NASDAQ: INTC) stock soared 25.1% through 9:55 a.m. ET Thursday, and it's no mystery why. This morning, Intel announced that Nvidia (NASDAQ: NVDA) will invest $5 billion in Intel and help its former rival to "develop AI infrastructure and personal computing products" going forward. Image source: Ge ...

Zeng Yu / VCG via Getty Images Intel shares are soaring Thursday after Nvidia announced a $5 billion investment in the struggling chipmaker. KEY TAKEAWAYS Nvidia is investing $5 billion in Intel and will co-develop chips for PCs and data centers, the companies announced Thursday. Nvidia said it will buy Intel common stock at $23.28 a share, around 7% below where they closed yesterday. Intel shares soared in premarket trading Thursday following the news. Nvidia shares also climbed. Nvidia (NVDA) is ...