In September 2025, NVIDIA invested $5 billion for a 4% stake in Intel, marking one of the most strategic semiconductor alignments in recent U.S. history.Unlike a simple financial transaction, this move reflects a national and industrial strategy: strengthening U.S. chip manufacturing, reducing dependence on Asian foundries, and securing the AI supply chain. For NVIDIA, it’s about diversifying production and influencing Intel’s foundry roadmap.For Intel, it’s validation and survival, as the world’s AI leader bets on its recovery.Beyond business, this signals a public-private alliance—a fusion of policy and profit to ensure…
Read MoreSECITHUB Weekly Opinion | Why Intel Was Targeted by NVIDIA
