Nvidia’s $5B Power Move on Intel Sends INTC Soaring 30% - Tech Titans Collide

Silicon Valley's chessboard just got reshuffled—hard.

Nvidia drops $5 billion bomb on Intel

The graphics giant just took a massive stake in the chip veteran, sparking instant fireworks on Wall Street. Intel shares ripped 30% higher on the news—their biggest single-day jump in decades.

Why this isn’t just another corporate handshake

Nvidia isn’t playing nice—it’s playing strategic. This move bypasses traditional partnerships and goes straight for influence. With data centers, AI, and semiconductor supremacy all on the line, this is a power grab disguised as an investment.

What the Street isn’t saying out loud

Traders love the pop, but let’s be real—this reeks of two giants trying to outflank AMD and the rest of the pack without a full merger. Intel gets a lifeline; Nvidia gets leverage. And Wall Street? It gets another narrative to ride until the next earnings report blows it up.

One thing’s clear: in tech, even allies keep daggers close.

Nvidia, Intel CEO’s React to New Stake Deal

“AI is powering a new industrial revolution and reinventing every LAYER of the computing stack — from silicon to systems to software. At the heart of this reinvention is NVIDIA’s CUDA architecture,” said NVIDIA founder and CEO Jensen Huang. “This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem — a fusion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.”

“Intel’s x86 architecture has been foundational to modern computing for decades — and we are innovating across our portfolio to enable the workloads of the future,” said Lip-Bu Tan, CEO of Intel. “Intel’s leading data center and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement NVIDIA’s AI and accelerated computing leadership to enable new breakthroughs for the industry. We appreciate the confidence Jensen and the NVIDIA team have placed in us with their investment and look forward to the work ahead as we innovate for customers and grow our business.”

While Intel stock got a huge bump on Thursday, NVDA shares are only up 3.25%. Wall Street analysts have reacted positively to the news and backed both semiconductor stocks. “This is a game-changer deal for Intel as it now brings them front and center into the AI game,” Wedbush analyst Dan Ives wrote in a note to investors Thursday.