Bloomberg Tech US Government’s Intel Stake Worth $14B After Nvidia Deal
Sep 18, 2025
Jordan Klein, Managing Director at Mizuho Americas, dives into the recent $5 billion investment by Nvidia in Intel and its massive impact on the semiconductor sector. He explores how this deal reshapes the competitive landscape among major players like AMD and ARM. Klein also sheds light on market reactions and investor sentiments surrounding the agreement, discussing the geopolitical backdrop that may influence future moves in tech investments.
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NVIDIA Deal Expands Intel's Reach
- NVIDIA's $5B investment gives Intel access to top GPUs and expands Intel's PC and data-center addressable market.
- The deal signals choice for customers and political alignment after the US bought a 10% stake in Intel.
Market Winners And Losers Explained
- The partnership pressures AMD and ARM by restoring Intel's credibility in servers and offering x86 alongside NVIDIA GPUs.
- Investors rotated into semiconductors broadly, pushing memory and equipment stocks higher on AI demand expectations.
Be Strategic Before Chasing Intel Rally
- Watch whether long-only mutual funds join the rally before committing to buy Intel after its sharp pop.
- If the stock keeps climbing and you don't own it, consider buying to avoid chasing later.