Intel isn’t the most obvious partner for Nvidia. The two companies have competed across consumer, data center, and AI markets for decades with no shortage of friction. But on a joint call on September 18, following news of an unexpected partnership, Nvidia CEO Jensen Huang and Intel chairman Lip-Bu Tan turned that dynamic on its head, announcing that Nvidia will invest $5 billion in Intel and begin using its packaging technology for an upcoming SoC line.
Why? Not for foundry capacity in the…








