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Nvidia Finalizes $5 Billion Intel Stake, Cementing CPU–GPU Partnership

The investment underwrites Intel’s turnaround by formalizing a CPU–GPU co‑development pact.

Overview

  • Intel closed the private placement on December 26, issuing roughly 214.7–214.8 million shares to Nvidia at $23.28 each, giving Nvidia about a 4% stake.
  • The Federal Trade Commission cleared the transaction earlier in December via early termination of the antitrust waiting period.
  • The partnership lays out co-development of custom data-center processors and PC chips that integrate Intel x86 cores with Nvidia RTX GPU chiplets connected over NVLink.
  • Intel receives immediate capital to support its manufacturing and product plans after years of heavy spending, while Nvidia holds a substantial unrealized gain because Intel shares now trade well above the locked-in price.
  • Filings indicate the stake carries no special governance rights, and market reaction was muted with Intel little changed and Nvidia down modestly after the disclosure.