Intel (INTC) is receiving a transformative $5 billion investment and strategic partnership from Nvidia, validating its AI platform and reigniting its turnaround story. Nvidia's stake enables joint development of custom x86 CPUs and AI PC SoCs, positioning INTC to capture high-margin revenue in data center and consumer markets. The partnership is a product development alliance, not a foundry rescue, with Nvidia still relying on TSMC for leading-edge manufacturing.
Intel's 25% surge underscores its pivotal role in U.S. industrial strategy, AI infrastructure, and the geopolitical tech race with China. Market distortions from hedging have masked Intel's true value, but shifting dynamics and AI demand are forcing a major reappraisal. With peers trading at multiples of Intel's valuation, upside potential remains vast as government backing and AI partnerships transform its market perception.
Tom Yeung here with your Sunday Digest . Imagine the government came knocking at your door and offered you $10 billion.
![]() INL 7 Aug 2024 | Other | €0.11 Per Share |
![]() INL 6 May 2024 | Other | €0.11 Per Share |
![]() INL 6 Feb 2024 | Other | €0.11 Per Share |
![]() INL 6 Nov 2023 | Other | €0.11 Per Share |
![]() INL 4 Aug 2023 | Other | €0.11 Per Share |
30 Oct 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
31 Jul 2025 Date | | 0.01 Cons. EPS | - EPS |
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![]() INL 7 Aug 2024 | Other | €0.11 Per Share |
![]() INL 6 May 2024 | Other | €0.11 Per Share |
![]() INL 6 Feb 2024 | Other | €0.11 Per Share |
![]() INL 6 Nov 2023 | Other | €0.11 Per Share |
![]() INL 4 Aug 2023 | Other | €0.11 Per Share |
30 Oct 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
31 Jul 2025 Date | | 0.01 Cons. EPS | - EPS |
30 Jul 2025 Date | | - Cons. EPS | - EPS |
24 Jul 2025 Date | | 0.01 Cons. EPS | - EPS |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
Semiconductors Industry | Technology Sector | Lip-Bu Tan CEO | XDUS Exchange | US4581401001 ISIN |
US Country | 108,900 Employees | 1 Sep 2024 Last Dividend | 31 Jul 2000 Last Split | 13 Oct 1971 IPO Date |
Intel Corporation is a leading technology company that focuses on designing, developing, manufacturing, marketing, and selling computing and related products and services globally. The company operates through several segments including Client Computing Group, Data Center and AI, Network and Edge, Mobileye, and Intel Foundry Services. Since its incorporation in 1968, Intel has been headquartered in Santa Clara, California, and serves a wide range of customers from original equipment manufacturers (OEMs) and original design manufacturers (ODMs) to cloud service providers. Through strategic agreements with companies like Synopsys, Inc. and ARM, Intel continues to push the boundaries of technology development to maintain its position at the forefront of the digital revolution.
Intel's portfolio encompasses a wide range of processors and chipsets to meet various computing needs. From mobile and desktop processors to system-on-chips and multichip packages, Intel caters to enhancing computing performance across devices.
The company offers hardware products like GPUs for graphic rendering, domain-specific accelerators for tailored computing tasks, and FPGAs for programmable logic device operations, supporting diverse computing environments.
Intel's advances in memory and storage solutions, as well as connectivity and networking, ensure efficient data management and transfer, crucial for modern computing needs.
Providing silicon devices paired with software products, Intel offers optimization solutions for various workloads such as AI, cryptography, and security, leveraging features that support diverse compute environments.
Through Mobileye, Intel develops and deploys technologies for advanced driver assistance systems and autonomous driving, reflecting its commitment to innovation in automotive safety and efficiency.
Intel Foundry Services offers advanced process technologies backed by an ecosystem of IP, EDA, and design services. It facilitates the development of systems on chips, including advanced packaging technologies, and accelerates chip integration and standardization processes.
Intel delivers platforms that drive agility and automation using AI at the edge, enabling efficient operations with data integrity. This includes providing hardware and software platforms, tools, and ecosystem partnerships for digital transformation.