Nvidia and Intel’s Massive Collaboration. The Future of CPUs.

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NVIDIA just bet $5B on Intel Corporation, making Jensen Huang their largest outside shareholder. This is a big, ballsy move (even if $5 BILLION 😳is peanuts for Jensen)

Nvidia's investment comes just weeks after Uncle Sam took a 10% stake in Intel for $5.7B. The market loved it: Intel stock immediately jumped 25%.

But this isn’t just about giving CPR to an ailing American icon- there’s a much bigger game happening:

• By throwing $5B into Intel’s manufacturing and co-developing the next generation of chips with proprietary high-speed links, Nvidia is taking control of both the bleeding edge (GPUs) and the core (CPUs). This is a proper shakeup for the #AI #chip supply chain.

• With the US government and Nvidia now in Intel’s corner, you have a serious love triangle: state policy muscle, an innovation juggernaut, and big-league industrial machine. This is about locking down US tech sovereignty into a tight control unit

• If you’re TSMC or AMD, it's time to wake up. Intel is suddenly no longer the old dude struggling to keep up. They’ve become Nvidia’s de facto #manufacturing unit, armed with $5B and all the newfound AI credibility that comes with it. Foundry business just took a sharp turn.

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What we might be seeing here is the rise of an integrated AI-plus-manufacturing giant, backstopped by government. Just when everyone thought the chip wars were about #innovation and scale, now it’s alliances and national strategy.

Let’s not underestimate the role an easing interest rate environment brings to make these kind of deals happen. Just like U.S. the U.S. consumer, trillion dollar tech companies love to borrow money cheap and put it to work. Now that we know multiple rate cuts are expected for the rest of this year into mid-2026, companies are thirsty to make these strategic alliance deals. This current administration wants U.S. companies to forge these unions to stiff-arm China.

It will be interesting to see what TSMC, Huawei and Samsung do next, especially as the Taiwan situation simmers and China is clearly making its own moves

Mad scenes! Stay Tuned!