Nvidia Corporation has officially finalized its strategic acquisition of Intel stock, a monumental US$5 billion (approximately Rp83.45 trillion) investment completed on December 26, 2025. What was initially perceived as a critical bailout effort for Intel has astonishingly transformed into a highly lucrative financial maneuver for Nvidia, underscoring a significant shift in the semiconductor industry landscape.
Reporting from The Register on Thursday, January 1, 2026, details emerged that Nvidia successfully locked in a purchase price of US$23.28 per share when Nvidia CEO Jensen Huang and Intel CEO Lip-Bu Tan reached their pivotal agreement last September. This astute timing allowed Nvidia, which acquired 214 million Intel shares, to see its investment value skyrocket to US$7.58 billion, registering a substantial on-paper profit of US$2.5 billion, equivalent to roughly Rp41 trillion.
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The realization of this transformative transaction was momentarily delayed due to stringent oversight from the U.S. Federal Trade Commission (FTC). Regulators conducted an in-depth examination into potential antitrust violations, given Nvidia’s 4% ownership stake in a key rival. However, the FTC ultimately granted official approval on December 18, an essential green light that dispelled legal uncertainties and paved the way for the transaction’s smooth closure, as detailed in Intel’s regulatory filings.
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Beyond the immediate financial gains and regulatory clearances, this agreement signals the forging of a comprehensive technological alliance between the two industry titans. Nvidia and Intel have publicly committed to co-developing multiple generations of cutting-edge chips specifically designed for demanding data centers and high-performance personal computers.
Central to this collaboration, both technology powerhouses will interconnect their sophisticated chips using Nvidia’s proprietary NVLink technology. This advanced interconnect offers an unprecedented bandwidth of up to 1.8 TB/s per GPU, representing an astonishing 14 times faster data transfer rate compared to the standard PCIe 5.0 x16 slot bandwidth, promising revolutionary performance in future computing platforms.
Under the terms of this strategic cooperation, Intel is slated to manufacture specialized x86 CPUs that Nvidia will seamlessly integrate into its expansive artificial intelligence (AI) infrastructure platforms. Furthermore, Intel will embark on building x86-based system-on-chips (SOCs) that incorporate Nvidia RTX GPU chiplets, specifically targeting the burgeoning high-performance PC market, thereby blending the core competencies of both companies.
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This strategic partnership carries historical echoes of Nvidia’s ambitious yet ultimately failed US$40 billion acquisition of Arm in 2021, which was thwarted by regulatory blockades. At that time, under the leadership of Lina Khan, the FTC challenged the transaction over profound concerns regarding a potential monopoly in chip design. Khan articulated her concerns in testimony before the U.S. Senate Judiciary Subcommittee in September 2022, stating, “The proposed merger would give one of the largest chip companies control over its competitors’ designs.” However, with a perceived shift in the FTC’s current leadership, the regulatory climate appears notably more conducive to the Intel-Nvidia strategic partnership.
Nvidia’s forward-thinking strategy extends beyond this alliance, as the company has actively broadened its NVLink technology support to a diverse array of other industry partners, including prominent names like Qualcomm and Fujitsu. This expansion underscores Nvidia’s commitment to establishing NVLink as a foundational interconnect standard across the high-performance computing ecosystem.
Summary
Nvidia Corporation has completed the strategic acquisition of Intel
