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Photo courtesy of Yonhap News |
[Alpha Biz= Paul Lee] NVIDIA has acquired approximately 4% of Intel’s shares, becoming a major shareholder, the company announced on December 29 (local time). Intel reported to the U.S. Securities and Exchange Commission that it completed a private placement of 214,776,632 common shares to NVIDIA at $23.28 per share.
This transaction follows the plan announced in September, with terms including the share price remaining unchanged. The investment allows NVIDIA to accelerate the integration of its AI technology with Intel’s x86 architecture, which is widely used in data center CPUs.
Intel is expected to use the funds to address its financing needs and potentially strengthen its participation in the AI ecosystem. The agreement does not include any foundry contract, meaning NVIDIA will not outsource chip production to Intel under this deal.
Given NVIDIA’s current dependence on Taiwan’s TSMC for GPU production, some analysts anticipate the company may diversify its supply chain by producing certain products at Intel. Additionally, the close relationship between U.S. President Donald Trump, who advocates the revival of U.S. manufacturing, and NVIDIA CEO Jensen Huang has attracted further market attention to this strategic investment.
알파경제 Paul Lee 특파원(hoondork1977@alphabiz.co.kr)
