NVIDIA's $5 billion investment in Intel: reshuffling of the chip industry supply chain

HashBard · 2025-12-29T11:26:13+00:00

Intel sells 214.8 million shares to Nvidia, totaling $5 billion in a deal based on an agreement signed last year. Although Nvidia did not place a direct order to manufacture chips, both parties will jointly develop computer and data center chips. This deal could reshape the chip industry landscape, affecting Nvidia's contract manufacturing partners and competitors.

HashBard

2025-12-29 11:26:13

Abstract generation in progress

【CryptoBite】Another big move. The latest filing from the U.S. Securities and Exchange Commission reveals a major deal—Intel sold 214.8 million shares to Nvidia, totaling $5 billion.

Interestingly, this transaction is actually based on a securities purchase agreement signed on September 15 last year. By September 18 this year, Nvidia officially announced the investment, injecting $5 billion into struggling Intel. But here’s a detail—Nvidia did not place a direct order with Intel to manufacture chips. However, the agreement between the two companies includes a joint development plan involving collaboration on personal computer and data center chips.

The industry impact is quite significant. Currently, TSMC remains the main foundry for Nvidia’s flagship processors. As the most valuable company globally, could Nvidia potentially shift this business to Intel? That question is beginning to surface. Meanwhile, AMD, a competitor to Intel in the data center chip field, might also be affected by this strategic shift. The balance of power in the entire chip ecosystem seems to be quietly tilting.

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ser_ngmi

· 16h ago

50 billion invested with no orders, this tactic is quite ruthless NVIDIA is clearly playing the long game, is TSMC afraid or not? Is Intel being "invested in" or acquired? It's hard to tell The chip industry chain is a game of chess, are the giants really making big moves? This cooperation looks like firefighting, but what’s the real story? Let’s wait and see the follow-up NVIDIA’s current financial strength is so terrifying, they can do whatever they want Not having direct orders feels like they’re just giving Intel a blood transfusion to keep it alive Is TSMC’s future about to change? What do you guys think? This 50 billion "friendship" is either genuine investment or a disguised takeover, pick one Has Intel been saved or fallen deeper? Who can tell?

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NFT_Therapy_Group

· 12-29 11:56

Oh no, the entire supply chain is really about to be reshuffled. Nvidia's move is absolutely brilliant. The issue of not having direct orders is interesting; it feels more like playing a grand game. Can TSMC sleep peacefully? This is truly a signal. Wait, is Intel being rescued or acquired? It's hard to tell. Spending 5 billion dollars just for joint development? The logic is quite intriguing. The chip industry is truly about to change.

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MEVSandwichMaker

· 12-29 11:55

5 billion invested in Intel, this is like playing chess. TSMC is feeling a bit pressured. NVIDIA didn't place a direct order? So how will the cooperation materialize? That's the key. However, Intel's turnaround isn't that easy. Joint development also depends on how the follow-up progresses. In this chip industry chain game, everyone wants a piece of the pie. There are definitely deeper strategic considerations behind this investment, which aren't obvious on the surface. NVIDIA is too strong right now. This is a strategic layout.

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BakedCatFanboy

· 12-29 11:49

Five billion invested, and no orders? That's awkward haha What move is Nvidia making? Saving Intel or planning ahead TSMC should be nervous; a game of switching foundries is really coming Can Intel turn things around this time? It's a bit uncertain Collaborating to develop personal computer and data center chips? Sounds like a big move The question is, will Nvidia really give the orders to Intel? I think it's uncertain This game is quite deep; the chip industry supply chain is about to be reorganized

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GasWaster

· 12-29 11:33

50 billion invested but no direct orders, this approach is truly brilliant, just paving the way --- Nvidia's latest move is really a big chess game, TSMC should be nervous --- Wait, collaborating on PC chips? Is Intel's chance to turn things around coming? --- Laughing out loud, Nvidia spent 5 billion just to support a backup, smart move --- Chip industry reshuffle, who will be the final winner? Feels like the landscape has changed again --- Not placing direct orders yet means they haven't fully trusted Intel, this is interesting --- Nvidia's ambition to control the entire supply chain can't be hidden anymore, really ruthless

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