February 14, 2026

Intel Watch

NVIDIA Ethernet Networking Accelerates World's Largest AI ...

Nvidia Invests $5 billion in Intel as China Bans Their Chip and U.S. Questions Chinese Involvement

pgnewser September 18, 2025

NVIDIA Ethernet Networking Accelerates World's Largest AI ...

Intel surges 24% as Nvidia to invest $5 billion in chipmaker– www.cnbc.com
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Nvidia said it will invest $5 billion in Intel as part of a deal to co-develop data center and PC chips with the troubled chipmaker, which took on the U.S. government as an investor last month.

Nvidia is investing its stake at a price of $23.28 a share, a release from the company said. Intel shares jumped 24% to around $31 a share following news of the deal.

“This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem — a fusion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing,” said Nvidia CEO Jensen Huang in a release.

Nvidia now joins Softbank and the U.S. government in supporting Intel’s turnaround.

Intel shares, which hit their lowest in more than a decade earlier this year, rebounded after finding renewed support from the Trump administration, striking a deal for the U.S. government to invest 10% in the chipmaker in August.

Softbank also made a $2 billion investment with Intel in August.

Nvidia CEO Huang caught between US, China’s ‘larger agendas’– www.channelnewsasia.com

pgnewser September 18, 2025

Nvidia CEO Huang caught between US, China’s ‘larger agendas’– www.channelnewsasia.com
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“Jensen Huang’s diplomatic comment about ‘larger agendas’ is CEO-speak for ‘We’re pawns in a digital Cold War,’” said Michael Ashley Schulman, chief investment officer at Running Point Capital Advisors.

Nvidia has responded to the political tumult by sharply increasing its lobbying spending in Washington. Senate disclosures show it spent nearly US$1.9 million in the first half of 2025, compared with US$640,000 for all of last year. It also hired three new firms with 21 lobbyists last month.

China’s Cyberspace Administration directed ByteDance and Alibaba to terminate RTX Pro 6000D testing and orders, the Financial Times reported, citing three sources. The new restrictions go beyond earlier guidance that focused on the H20 chip, designed specifically for the Chinese market.

“We’ll continue to be supportive of the Chinese government and Chinese companies as they wish,” Huang said in London.

Nvidia CEO disappointed after reports China has banned its AI chips– www.cnbc.com

pgnewser September 18, 2025

Nvidia CEO disappointed after reports China has banned its AI chips– www.cnbc.com
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Excerpt:

Nvidia CEO Jensen Huang has weighed in on the U.S. tech giant’s struggles in China after a report claimed the country has banned its artificial intelligence chips.

Huang said he was “disappointed” after the Financial Times on Wednesday reported that the Cyberspace Administration of China had ordered companies including TikTok parent company ByteDance and Alibaba not to buy Nvidia’s RTX Pro 6000D, a chip that was made for the country.

In response to a question on the FT report, Huang said Wednesday that “we can only be in service of a market if the country wants us to be.”

“We probably contributed more to the China market than most countries have. And I’m disappointed with what I see,” Huang said. “But they have larger agendas to work out between China and the United States, and I’m understanding of that.”

It comes after a tumultuous few years for Nvidia’s business in China, which Huang described as “a bit of a roller coaster.”

“We’ve guided all financial analysts not to include China” in financial forecasts, Huang told reporters Wednesday at a press briefing in London. “The reason for that is because that’s largely going to be within the discussions of the United States government and Chinese government.”