Overview

• Under the deal, NVIDIA will purchase Intel common stock for $5 billion at $23.28 per share, about 6.5% below Intel’s prior close.
• Intel will build NVIDIA‑custom x86 CPUs for NVIDIA’s AI infrastructure and will ship x86 PC SoCs that integrate NVIDIA RTX GPU chiplets.
• NVIDIA NVLink will connect the companies’ architectures to enable tighter CPU–GPU coupling across data-center and client products.
• Intel CEO Chen Liwu and NVIDIA CEO Jensen Huang scheduled a joint livestream for 10 a.m. PT; no product launch dates were provided, and both said their strategic roadmaps remain unchanged, with Intel stating its Arc GPU line continues.
• Analyst Guo Mingchi said the cooperation could shape the AI PC market and shift share among rivals, while having limited effect on TSMC’s advanced-node AI chip orders.