Is Intel Making a Comeback? Nvidia’s $5 Billion Bet Explained
Earn Your Leisure
iHeartPodcasts
4.8 • 7.8K Ratings
🗓️ 24 September 2025
⏱️ 8 minutes
🧾️ Download transcript
Summary
In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into Intel’s stunning 22% stock surge following Nvidia’s surprising $5 billion investment. Is this windfall truly a game-changer for Intel, or just another temporary boost for a struggling chip giant? Our experts dissect Nvidia’s move: Is it a strategic hedge to maintain market dominance, or simply a lifeline to prop up a fading competitor?
Ian breaks down why, despite the investment, Intel still lags behind industry leaders like Nvidia, AMD, and TSMC. He points out how this move is less about saving Intel and more about safeguarding Nvidia’s lead in the chip space. Troy digs into Intel’s persistent manufacturing woes, questioning whether any amount of money can close the gap as the world moves to smaller, more advanced chips.
The discussion also touches on government support, the shifting dynamics between CPU and GPU markets, and how Nvidia’s seemingly generous gesture could actually be a clever play to suppress competition. With insights on market allocation, manufacturing gaps, and the future of the semiconductor industry, this clip is a must-watch for investors and tech enthusiasts alike.
Will Intel ever reclaim its former glory or will it remain stuck behind a long list of stronger competitors? Tune in to hear why our hosts aren’t buying into the Intel hype—literally and figuratively.
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Transcript
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| 0:00.0 | This episode is brought to you by PNC Bank. A lot of people think podcasts about work or boring. |
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| 0:32.3 | Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association |
| 0:40.2 | member FDIC. |
| 0:42.7 | All right, so let's talk about Intel. |
| 0:47.3 | Intel stock was up 22% after NVIDIA announced a $5 billion investment in a struggling chip maker. |
| 0:57.2 | So is this the lifeline that Intel needed or is it just a flash in the pan moment? |
| 1:05.4 | Who do? |
| 1:06.8 | What do you do? |
| 1:09.5 | Who do you do? |
| 1:12.5 | I know for some reason people want Intel to thrive, but it is an inferior chipmaker if you look at the class of chipmakers. |
| 1:24.0 | Invidia's business is to make sure that they are operating at the highest level. |
| 1:29.3 | And one way to do that is to build a moat. |
| 1:31.3 | And we saw with Elon going to tell Trump, I miss you in this week. |
| 1:36.3 | It's better to have a great connection with the president than not. |
| 1:39.3 | So the investment into Intel is a hedge to make sure that |
| 1:43.3 | Nvidia stays in the lead. |
| 1:46.3 | Also, a term that many people need to learn mean reversion. |
| 1:51.0 | So it got up to $32.39. |
... |
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