Portrait of Jensen Huang
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Jensen Huang on Intel

Strategic collaborator (strong) Position evolved

TL;DR

Jensen Huang views Intel as a long-time competitor now becoming a crucial strategic partner for advancing computing.

Key Points

  • Jensen Huang stated Intel was on a mission to kill NVIDIA for 33 years before they became partners.

  • NVIDIA invested $5 billion in Intel common stock as part of a significant strategic collaboration announced on September 18, 2025.

  • The collaboration includes Intel designing custom data center CPUs and x86 system-on-chips that integrate NVIDIA RTX GPU chiplets.

Summary

Jensen Huang, the CEO of NVIDIA, has described a historical dynamic with Intel where the competitor was dedicated to undermining NVIDIA for over three decades, yet the current stance reflects a pivot toward significant collaboration. This evolving relationship has culminated in a major agreement where NVIDIA is investing $5 billion in Intel common stock while the companies jointly develop next-generation products for data centers and personal computing. The collaboration focuses on tightly coupling NVIDIA's AI and accelerated computing stack with Intel's x86 CPU technologies, specifically by having Intel design custom CPUs for NVIDIA's AI infrastructure and build x86 system-on-chips integrating NVIDIA RTX GPUs.

This partnership is framed as laying the foundation for the next era of computing, integrating the strengths of both industry leaders to expand their respective ecosystems. While Huang acknowledges the fiercely competitive past, he now positions Intel as a vital partner, demonstrated by the investment and the focus on integrating NVLink to seamlessly connect their architectures. The implication is that despite their history, the future of computing requires a fusion of their world-class platforms to meet accelerating workload demands.

Frequently Asked Questions

Jensen Huang currently views Intel as a strategic collaborator crucial for the future of computing infrastructure and personal devices. He confirmed a major partnership where their technologies will be tightly coupled using NVIDIA NVLink. This marks a significant shift from their past competitive relationship.

Yes, the stance has changed from one of intense rivalry to one of partnership. Huang described a history where Intel spent 33 years actively trying to undermine NVIDIA. Now, he advocates for fusing the companies' world-class platforms for the next era of technology.

The CEO stated the collaboration tightly couples NVIDIA's AI stack with Intel's CPUs and the x86 ecosystem. He believes this fusion of two world-class platforms will expand their ecosystems and lay the foundation for future computing needs.