Subj : Nvidia gained $150 billion on Intel announcement, more than Intel
To   : All
From : TechnologyDaily
Date : Fri Sep 19 2025 15:30:09

Nvidia gained $150 billion on Intel announcement, more than Intel market 
capitalization - netting a 30x return on its investment in 24 hours with just 
$5 billion

Date:
Fri, 19 Sep 2025 14:16:11 +0000

Description:
Nvidia gained $150 billion in market value after shock Intel partnership 
announcement, rising to $4.28 trillion cap.

FULL STORY
======================================================================Nvidia 
market value jumps $150bn to $4.28tn after surprise Intel collaboration 
revealed Companys $5bn Intel investment dwarfed by $150bn surge in own 
valuation Partnership focuses on custom x86 CPUs for AI platforms and 
consumer processor 

Nvidias market value jumped by about $150 billion following the surprise news 
of a sweeping partnership with Intel . 

To put things in context, that gain is larger than Intels entire market 
capitalization. 

Nvidias value climbed from about $4.13 trillion on September 17 to $4.28 
trillion a day later. The surge in Nvidias market value was around 30 times 
the size of its $5 billion investment in Intel stock (at $23.28 per share). A 
Trump-free deal 

The sharp rise reflected investor confidence in the deal, which will see 
Intel build custom x86 CPUs for Nvidias data center platforms, while also 
producing chips that combine Intel processors with Nvidia RTX GPU chiplets 
for PCs. 

As reported by Tom's Hardware , Nvidia chief executive Jensen Huang said 
during a joint press conference with Intel the collaboration had been under 
discussion for a while. 

The two technology teams have been discussing and architecting solutions now 
for probably coming out to a year, he said. 

The two architecture teams Well, it is three architecture teams are working 
across... the CPU architecture, as well as product lines for server and PCs. 
The architecture work is fairly extensive, and the teams are really excited 
about the new architecture. The teams have been working for a while and we 
are excited about the announcement today. 

Huang dismissed suggestions that politics influenced the partnership. 

The Trump administration had had no involvement in this partnership at all, 
he said, before adding, They would have been very supportive, of course. 
Today I had the opportunity to tell Secretary [of Commerce Howard] Lutnick 
and he was very excited and very supportive of seeing two American technology 
companies working together. 

Huang also pointed to the scale of potential consumer demand. 

Just the notebook market is 150 million notebooks sold each year, he said. So 
that kind of gives you a sense of the scale of the work that we are going to 
do here. We are going to address the consumer market, we are going to address 
a vast majority of that consumer PC market, consumer PC notebook market. 

The partnership spans data center CPUs customized for Nvidias AI workloads 
and client processors pairing Intels x86 design with Nvidia RTX GPUs. 

Although the products the two firms will be working on are not expected to 
arrive for several years, the collaboration is already being seen as a huge 
win for Intel, which has had its share of issues over the past few years, and 
a turning point in how both companies approach AI and consumer computing. You 
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advantage and unrivaled security to every industry



======================================================================
Link to news story:
https://www.techradar.com/pro/nvidia-gained-usd150-billion-on-intel-announceme
nt-more-than-intel-market-capitalization-netting-a-30x-return-on-its-investmen
t-in-24-hours-with-just-usd5-billion


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