Intel Surges 38% as Nvidia Invests $5B, Forges Key Partnerships

In a major development in the tech industry, Intel's stock has surged 37.8% in September 2025, according to data from S&P Global Market Intelligence. This remarkable rally was largely driven by two significant events.

Firstly, AI powerhouse Nvidia invested $5 billion to acquire a 4% stake in Intel at $23.28 per share. This investment, along with a previous $2 billion infusion from Japanese tech giant Softbank, has bolstered Intel's financial position and signaled a growing confidence in the company's future.

Secondly, Intel and Nvidia announced two key product partnerships that will deepen the integration between their respective technologies. Intel will work to more closely integrate its data center CPUs with Nvidia's leading AI GPU server ecosystem, while Nvidia will optimize its graphics GPU technology to work seamlessly with Intel's dominant x86 CPU architecture for personal computers.

These strategic alliances are poised to reshape the landscape of AI-powered computing and personal PCs. By combining Intel's performance-focused CPUs with Nvidia's cutting-edge GPU technology, the two companies aim to deliver highly efficient and integrated solutions for both enterprise and consumer markets.

The news of Nvidia's substantial investment and the announcement of these landmark partnerships have sent Intel's stock soaring, as investors see the potential for the company to regain its footing in the rapidly evolving tech landscape.