Bloomberg Intelligence Nvidia Makes $5 Billion Investment into Intel
Sep 18, 2025
Nvidia's surprising $5 billion investment in Intel is explored, shedding light on strategic partnerships and the potential reshaping of the PC and AI landscape. The CEO of the Port of LA reveals record trade volumes but predicts a 10% drop due to tariffs and trade war uncertainties. Restaurant earnings are also discussed, highlighting Darden's innovative menu adjustments amid rising costs, while Cracker Barrel grapples with sales challenges following a controversial logo change. A mix of tech, trade, and dining insights keeps the conversation lively!
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NVIDIA's Strategic $5B Stake
- NVIDIA surprised the market by taking a $5 billion equity stake in Intel to co-develop chips for PCs and data centers.
- The move signals NVIDIA's strategic effort to influence a PC AI refresh cycle and regain share lost from Intel in data centers.
Co-Design Over Foundry Focus
- Mandeep Singh called the NVIDIA investment unexpected and emphasized the deal centers on chip co-design, not foundry work.
- He noted that a co-designed PC/data-center chip could create a new NVIDIA revenue line if it triggers a device refresh.
AI Chip Power Shift
- NVIDIA is effectively dominant in AI chips and can influence market direction by partnering with Intel on PCs.
- If successful, the collaboration could pressure AMD by enabling a widespread PC AI upgrade cycle.