Overview
- Nvidia will acquire Intel shares at $23.28 each for a total of $5 billion, with the transaction subject to regulatory approval.
- Intel will build NVIDIA‑custom x86 CPUs for data‑center platforms, and it plans x86 PC system‑on‑chips that integrate NVIDIA RTX GPU chiplets connected via NVLink.
- Intel’s stock jumped roughly 25% to over 30% in early trading after the announcement, while Nvidia rose modestly and AMD and TSMC slipped.
- The companies gave no timeline for products and announced no foundry deal, with Nvidia noting TSMC remains its primary manufacturer and packaging options still under review.
- Separately, the Financial Times reported China’s cybersecurity authority told major firms including Alibaba and ByteDance to stop tests and purchases of Nvidia’s China‑focused RTX Pro 6000D, a move Nvidia’s CEO called disappointing.