A NVIDIA confirmed on Monday (29) the conclusion of a historic investment of US$5 billion (approximately R$27.9 billion) to save the Intelformalizing one of the most unexpected and strategic alliances in the semiconductor industry.
The transaction, which received the endorsement by the United States Federal Trade Commission (FTC) in mid-December, provides a vital financial breather for the x86 processor giant and marks the beginning of a deep technical collaboration between the two companies to tackle the dominance of AMD and Asian competition — especially in High-performance, energy-efficient APUs e integrated solutions for notebooks e Data Centers.
Details of the billion-dollar operation
According to FTC regulatory documents, the transaction involved the acquisition of more than 214.7 million shares of the company’s common stock. Intelwith the price set at $23.28 per paper.
The agreement maintains the terms originally announced in September, ensuring NVIDIA a relevant shareholding, but without majority control, which facilitated approval by American antitrust laws.
For Intel, the contribution works as a true “insurance policy”
The company, which faced turbulent quarters in 2024 and 2025 due to questionable strategic decisions and high manufacturing costs, it gains immediate liquidity to stabilize its foundry operations (Intel Foundry) and accelerate the development of new lithographs.
The era of “Superchips”: Serpent Lake project?
The most exciting aspect for gaming enthusiasts hardware e PC Games It is not in the financial graphs, but in the technology that must be born from this union.
The agreement provides for an unprecedented co-design between the companies, aiming to integrate the processor architecture of the Intel with powerful graphics units (GPUs) from NVIDIA.
Recent rumors point to the development of a chip codenamed “Serpent Lake”. It is speculated that this SoC (System on a Chip) would combine Intel’s next-generation CPU cores with NVIDIA’s Blackwell or Rubin graphics architecture.
The goal would be to create a devastating response to the company’s high-performance APUs. AMDdominating both the market for ultra-thin gaming notebooks and artificial intelligence servers.
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Market reaction
Despite the magnitude of the announcement, the immediate reaction on the stock exchanges was contained, indicating that the market had already priced in the movement since September. After all, the contribution alone does not solve Intel’s structural problems, but it buys time, preserves the Intel Foundry and creates technical incentives that can generate strategic returns in the medium and long term.
The actions of NVIDIAwhich today holds the title of most valuable company in the world, fell around 1.6% on the day, while Intel recorded modest gains. Analysts see stability as a positive sign that the “help” was well received by institutional investors.
This move reconfigures the global technology board. If before Intel and NVIDIA competed for space in the PC and server ecosystem (each trying to expand its control over the computing platform), they now operate in symbiosis under the blessing of the American government, united by the need to maintain the hegemony of silicon in the West.
In this way, the AMD becomes the main response variable in a game that is now being redesigned around complete platforms, and not just isolated chips.
Source: Reuters
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Source: https://www.adrenaline.com.br/hardware/nvidia-conclui-investimento-salvar-intel-5-bilhoes/
