Nvidia and Intel Forge Landmark Partnership to Develop AI-Centric CPUs and GPUs

In a move set to reshape the future of AI computing and data center infrastructure, Nvidia (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) have announced a multi-generational collaboration to co-develop custom CPUs, GPUs, and system-on-chips (SoCs) targeting data center, hyperscale, enterprise, and consumer markets. The partnership aims to merge Nvidia’s AI and accelerated computing expertise with Intel’s x86 CPU architecture and advanced manufacturing capabilities, creating next-generation computing platforms capable of handling increasingly complex AI workloads. Under the agreement, Intel will manufacture Nvidia-custom x86 CPUs for data center applications, which will be integrated into Nvidia’s AI infrastructure platforms and offered to enterprise customers worldwide. For the personal computing segment, Intel will produce x86 system-on-chips (SoCs) that combine Nvidia RTX GPU chiplets with Intel’s CPU cores, delivering high-performance solutions for PCs that require seamless CPU-GPU integration. To solidify the partnership, Nvidia will invest $5 billion in Intel common stock at a price of $23.28 per share, subject to regulatory approvals and customary closing conditions. The move signals Nvidia’s confidence in Intel’s technology and manufacturing roadmap while aligning both companies toward a shared AI-driven future. Nvidia founder and CEO Jensen Huang called the alliance a “historic opportunity” to bring together Nvidia’s AI and accelerated computing stack with Intel’s CPU and x86 ecosystem, unlocking new possibilities for developers, enterprises, and consumers. Intel CEO Lip-Bu Tan emphasized that Intel’s data center and client computing platforms, combined with its manufacturing and packaging expertise, will work hand-in-hand with Nvidia’s technologies to create breakthrough computing solutions. The companies plan to integrate these custom CPUs and SoCs into systems specifically designed for AI, machine learning, and accelerated computing, targeting markets such as enterprise AI, hyperscale data centers, edge computing, and next-gen consumer PCs. A joint press conference with both CEOs is scheduled for 10 a.m. Pacific Time (1 p.m. Eastern Time) today, and will be streamed live for public viewing. This landmark collaboration represents more than a product development effort—it is a strategic realignment of the semiconductor landscape, combining Nvidia’s dominance in GPU-driven AI with Intel’s CPU and fabrication strength to meet the surging demand for high-performance, energy-efficient AI computing platforms. ---------------------------------------------------------------------------------------------------------------------------------- KEY HIGHLIGHTS OF THE NVIDIA-INTEL PARTNERSHIP * Custom AI-Focused Chips: Intel will produce Nvidia-designed x86 CPUs for data center AI applications and SoCs integrating Nvidia RTX GPU chiplets for high-performance PCs. * $5 Billion Strategic Investment: Nvidia will invest $5 billion in Intel common stock at $23.28 per share, strengthening the long-term partnership. * Next-Gen AI Platforms: The collaboration targets hyperscale, enterprise, and consumer markets, focusing on workloads in AI, machine learning, and accelerated computing. * Advanced Manufacturing Synergy: Intel’s manufacturing and packaging capabilities will combine with Nvidia’s AI and GPU technologies, setting a new benchmark for data center and PC computing. * Ecosystem Expansion: The partnership creates a unified ecosystem connecting Intel’s CPUs and x86 architecture with Nvidia’s NVLink and AI stack, providing developers and enterprises with new tools for high-performance computing (HPC). * Press Conference Today: Nvidia CEO Jensen Huang and Intel CEO Lip-Bu Tan will share more details at a live webcast at 10 a.m. PT (1 p.m. ET). This collaboration marks a turning point in the semiconductor industry, potentially challenging rivals like AMD, Qualcomm, and ARM-based chipmakers, while paving the way for AI-optimized computing systems across data centers, PCs, and edge devices worldwide.