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Intel and Nvidia Collaborate on PC CPUs
On Thursday, Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) announced a significant agreement to jointly develop data center and PC chips that integrate Nvidia’s graphics technology. As part of the deal, Nvidia will invest $5 billion in Intel, taking a notable stake in the company. Intel will manufacture these custom chips, which will span multiple generations.
This partnership may indicate a strategic shift for Nvidia, as it could abandon its plans for an Arm-based PC CPU amid prevailing compatibility issues faced by Qualcomm in the same space. Currently, Qualcomm’s Arm-based PCs account for only 0.1% of benchmarks as of Q3 2025, suggesting challenges in performance and sales.
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