Backed by a $5 billion stock deal, NVIDIA and Intel unite to build custom CPUs and AI-powered PCs, aiming to transform data centres and consumer computing worldwide.
NVIDIA and Intel have announced a partnership to co-develop custom processors for data centres and personal computing, aiming to reshape the future of AI and computing infrastructure. The deal includes a $5 billion investment by NVIDIA in Intel common stock, underlining the scale of the collaboration.
The two companies will work on multiple generations of products that combine NVIDIA’s accelerated computing and AI expertise with Intel’s CPU technologies and x86 ecosystem. At the core of this alliance is NVIDIA’s NVLink interconnect, which will enable seamless integration of its platforms.
In data centres, Intel will design and manufacture NVIDIA-custom x86 CPUs. These processors will be integrated into NVIDIA’s AI infrastructure platforms and made available to enterprise and hyperscale customers worldwide. For the consumer market, Intel will create x86 system-on-chips that integrate NVIDIA RTX GPU chiplets. These x86 RTX SoCs are expected to power next-generation PCs, combining high-performance CPUs and GPUs in a single platform.
The companies highlighted that the collaboration comes at a time when demand for AI-driven workloads is increasing. By combining Intel’s process technology, manufacturing capabilities, and packaging expertise with NVIDIA’s CUDA architecture and GPU leadership, they aim to provide integrated solutions for a wide spectrum of customers.
NVIDIA founder and CEO Jensen Huang described the agreement as “a historic collaboration” that couples NVIDIA’s AI computing stack with Intel’s CPUs and the global x86 ecosystem. He said the partnership would lay the foundation for “the next era of computing.”
Intel CEO Lip-Bu Tan highlighted the importance of the deal, noting that Intel’s architecture had underpinned modern computing for decades.
“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,” he said.
The investment, priced at $23.28 per share, is subject to regulatory approval and closing conditions. If cleared, it will mark one of the most significant joint efforts in the global chip industry, noted the firms.
