Nvidia announced on September 18, 2025, a strategic investment of $5 billion in Intel Corporation, purchasing shares at $23.28 each. This investment is part of a broader agreement for the two technology giants to co-develop multiple generations of custom data center and PC products.
This alliance creates a significant competitive force in markets where Arm Holdings is actively expanding its presence, particularly in data center CPUs and the PC segment. The partnership aims to leverage the strengths of both companies to deliver integrated solutions, potentially challenging Arm's growth trajectory.
The news had an immediate impact on rival chipmakers, with Advanced Micro Devices and Arm Holdings seeing their shares fall by 0.8% and 4.5% respectively on the day of the announcement. This collaboration signals a heightened competitive landscape for Arm as it navigates its own strategic shift into chip development.
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