Nvidia completed a $5 billion investment in Intel by purchasing 214.7 million shares at $23.28 per share in a private placement that was disclosed in a regulatory filing on December 29 2025.
Intel’s Q3 2025 results showed revenue of $13.7 billion, up 3% year‑over‑year, and a net income of $4.1 billion after a $16.6 billion loss the previous year, marking a return to profitability. The company’s capital needs stem from years of missteps and capital‑intensive capacity expansions that had drained its finances.
Nvidia’s Q4 fiscal 2025 revenue reached $39.3 billion, up 78% year‑over‑year, with data‑center revenue of $35.6 billion, up 93% year‑over‑year. The strong cash position enabled Nvidia to make the investment while continuing to invest in AI and accelerated‑computing platforms.
The investment is part of a broader partnership that will co‑develop PC and data‑center chips, integrating Nvidia’s AI stack with Intel’s CPUs and x86 ecosystem. For Nvidia, the deal diversifies its portfolio beyond GPUs and AI chips; for Intel, it provides a significant capital lifeline and a strategic partner that can help accelerate its turnaround and manufacturing recovery.
Management emphasized the strategic nature of the partnership. Nvidia CEO Jensen Huang said the collaboration “tightly couples NVIDIA’s AI and accelerated‑computing stack with Intel’s CPUs and the vast x86 ecosystem, expanding our ecosystems and laying the foundation for the next era of computing.” Intel CEO Lip‑Bu Tan noted that the investment “reflects improved execution and steady progress against our strategic priorities, with AI accelerating demand for compute across our portfolio.”
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