Nvidia and Intel: New Partnership in Technological Upheaval

The tech world of 2025 is characterized by new trade and tariff policies, geopolitical conflicts, and a race for the monetization of AI. In this context, a remarkable partnership has emerged between the tech giants Nvidia and Intel. Nvidia plans to acquire a stake worth 5 billion US dollars in Intel. This aims to enable the joint development of chips for data centers and PCs. Interestingly, this news follows the US government's investment of 8.9 billion US dollars, through which it acquired a 9.9% stake in Intel. Nvidia is purchasing Intel shares at a price of 23.28 US dollars per share, which is slightly below the closing price but more than the price paid by the government of 20.47 US dollars per share. The agreement still requires regulatory approvals and will make Nvidia a 4% holder in Intel. Concurrently, Nvidia concluded a separate 2-billion-dollar agreement with the United Kingdom to promote the AI startup ecosystem. This endeavor aims to establish advanced AI infrastructures in major hubs like London, Oxford, and Cambridge, thereby empowering researchers and developers nationwide to become market leaders in the global AI transformation. Economic analysts and financial experts foresee diverse impacts of the Intel partnership, extending beyond the expansion of data centers and rising stock prices. Nancy Tengler from Laffer Tengler Investments believes that the private sector can solve Intel's technology dilemma and sees the possibility of a future takeover or split. Meanwhile, Nvidia navigates geopolitical challenges, particularly following China's ban on Nvidia AI microchips. This affects major Chinese tech companies such as Alibaba and ByteDance, who can no longer purchase Nvidia's products. Intel, on the other hand, receives not only financial support but also a boost in image, according to Shay Baloor from Futurum. Despite Intel's lag in processor technology, Nvidia sees potential as a minority shareholder to reposition itself in the rapidly growing AI data center market. These developments highlight the new reality in the technology sector: The AI ecosystem will be increasingly driven by systems where NVLink becomes the standard and Nvidia decides on integration.