Nvidia and Intel Make a $5 Billion Bargain

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Business, Investing

4.3 • 3.1K Ratings

🗓️ 18 September 2025

⏱️ 21 minutes

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Summary

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products - Would it be a good thing if companies were no longer required to report quarterly financial results? - Stocks on our radar. Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Nvidia makes a multi-billion dollar bet in Intel.
0:09.0	This is Motley Full Money.
0:16.0	Welcome to Motley Fool Money.
0:22.2	I'm Tyler Crow, and today I'm joined by longtime full contributors, John Kwasht and Matt
0:26.8	Frankl.
0:27.5	We were intending to put a ribbon on this will-day, won't-day story with the Federal Reserve
0:33.1	and cutting interest rates.
0:34.7	But this morning, I kind of got thrown out the window when we got the
0:38.4	news of this really big deal that Intel and Nvidia signed earlier today. Also, on top of that,
0:45.4	we're going to discuss some of the other newsworthy things have happened this week, such as the
0:50.0	importance or lack of importance and quarterly earnings, and then we'll finish with stocks on our
0:54.1	radar.
0:54.5	But we're going to start today, of course, with the Nvidia deal because that's what everyone's
0:58.2	been talking about. You hear Nvidia, you hear multi-billion dollar deal and AI infrastructure,
1:03.9	and investors want to know. And so we're going to go through a little bit of what we saw.
1:07.7	So before the bell today, we learned that Nvidia has signed a deal
1:11.2	where it will take a $5 billion equity stake in Intel, and then they will be co-developing some
1:17.0	custom products, both for data centers and for personal computers. Now, John, I'll likely bungle
1:22.2	some of the tech terms here, so I'm just going to let you cook for a little bit and give us the
1:26.0	breakdown. Yeah, I'll bungle them for you, Tyler. So there's a press conference happening right now as we
1:32.0	tape this. So they may have mentioned something that we don't know about. So apologies in advance
1:36.6	for that, but I'll just start with what the press release itself said. So Nvidia and Intel are going
	...

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