Welcome to the Tech Brew Ride Home for Thursday, September 18th, 2025. I'm Brian McCalla. Today has Intel found the big customer for its foundry that it needs to survive. The big tie-up with Nvidia announced this morning. All the announcements from Meta's event last night, smart glasses, and maybe the Metaverse is still a thing, and AI pattern matching might work as well for health prediction as it has proven to do with

weather forecasting. Here's what you miss today in the world of tech.

NVIDIA and Intel this morning announced a partnership to develop multiple generations of X-86 products.

Nvidia will buy $5 billion of Intel stock to seal that deal, quoting Tom's hardware.

In a surprising announcement that finds two long-time rivals working together,

Nvidia and Intel announced today that the companies would jointly develop multiple new generations

of X-86 products together. The products include X-86 Intel CPUs, tightly fused with an

Nvidia-R-TX graphics chiplet for the consumer gaming PC market, named the Intel X-86 RTX-S-O-Cs.

Invidia will also have Intel build custom X-86 data center

CPUs for its AI products for hyperscale and enterprise customers. Additionally, NVIDIA

announced that it will buy $5 billion in Intel common stock at $23.28 per share, representing

a roughly 5% ownership stake in Intel. Intel stock is now up 33% in

pre-market trading. We spoke with Nvidia representatives to learn more details about the company's plans.

NVIDia says that the partnership between the two companies is in the very early stages,

so the timeline for product releases, along with any product specifications, will be disclosed

at a later unspecified date.

Given the traditionally long lead times for new products, it is rational to expect these

products will take at least a year and likely longer to come to market.

NVIDIA emphasized that the companies are committed to multi-generation roadmaps for the

code development products, which represents a strong investment in the X-86 ecosystem.

However, Nvidia tells us it also remains fully committed to its other announced product

roadmaps and architectures, including for its arm-based GB-10, Grace Blackwell processors

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