Nvidia to Invest $5b in Intel
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Key topics
Nvidia is investing $5B in Intel, with Intel building custom CPUs for Nvidia's AI data center platforms and developing PC chips, sparking discussion on the implications for the semiconductor industry.
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Discussion Activity
Light discussionFirst comment
50m
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Hour 2
Avg / period
1.8
Based on 11 loaded comments
Key moments
- 01Story posted
Sep 18, 2025 at 7:24 AM EDT
2 months ago
Step 01 - 02First comment
Sep 18, 2025 at 8:14 AM EDT
50m after posting
Step 02 - 03Peak activity
4 comments in Hour 2
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Step 03 - 04Latest activity
Sep 18, 2025 at 1:43 PM EDT
2 months ago
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Hard to see the government and Nvidia buying up Intel as any sort of real solution. Intel had to compete its way back to competitiveness, not this, whatever “this” is.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.
At best, the two companies are locked into a monopsomy/monopoly market for the next 2 years where TSMC needs NVidia to sell chips and NVidia needs TSMC to make them - in the long term, these arrangements are rarely stable. NVidia wants more manufacturing partners, and TSMC wants more GPU makers.
Tables have turned a fair bit since then.
So this will let both NVidia and Intel increase sales for data center applications.
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