Intel Lands $5 Billion Boost From NVIDIA: The AI Deal Shaking Wall Street!

Intel shares surged 24% to $30.76 after Nvidia announced a $5 billion equity investment and a historic partnership to co-develop multiple generations of custom x86 CPUs for data centers and personal computing. The deal, unveiled on September 18, 2025, marks one of the largest sameday jumps in Intel’s history, putting the company on track for its biggest single-session gain in nearly five decades. Under the agreement, Intel will design CPUs tightly integrated into Nvidia’s AI supercomputing platforms, while Nvidia GPU chiplets will be embedded into Intel x86 SoCs for PCs. This positions Intel to play a critical role in the next wave of accelerated and AI-driven computing. The announcement comes just weeks after the U.S. government took a 10% stake in Intel, highlighting Washington’s strategic interest in the company. Despite Intel’s weak foundry momentum, this collaboration opens new pathways for growth, but questions remain over long-term execution, profitability, and competitive dynamics.