Where is Nvidia stock going is a question on the minds of many investors and tech enthusiasts, especially after recent major announcements in the semiconductor industry. As of September 18, 2025, Nvidia has taken bold steps, including a $5 billion deal with Intel, signaling significant shifts in its business strategy and market positioning. This article breaks down the latest news, market data, and what these developments could mean for Nvidia’s future trajectory.
On September 18, 2025, Nvidia CEO Jensen Huang confirmed a $5 billion collaboration with Intel, following nearly a year of private negotiations (Source: Cryptopolitan). This partnership involves Nvidia purchasing Intel CPUs for its NVLink rack AI servers and supplying GPU chiplets for Intel’s PC and laptop chips. The deal leverages Intel’s advanced chip packaging technology, although it does not currently include Intel’s foundry services.
This move is seen as a strategic play to strengthen Nvidia’s position in the AI and PC markets. By integrating Nvidia’s graphics processors with Intel’s x86 CPUs, both companies aim to tap into a $50 billion market opportunity. The partnership is expected to enhance Nvidia’s hardware offerings and expand its reach into new computing segments.
Understanding where is Nvidia stock going requires a look at recent market data. As of the latest close, Nvidia’s market capitalization stands at $4.25 trillion, a remarkable increase of 1,348% over the past five years. In contrast, Intel’s shares have declined by 31.78% in the same period, highlighting Nvidia’s dominant growth trajectory.
Daily trading volumes for Nvidia remain robust, reflecting strong investor interest and confidence in the company’s long-term prospects. The company’s continued innovation in AI hardware and strategic partnerships have contributed to its impressive market performance. However, it’s important to monitor how new collaborations, like the one with Intel, will influence future earnings and product development cycles.
The semiconductor industry is experiencing rapid evolution, with AI and high-performance computing driving demand for advanced chips. Nvidia’s focus on AI systems, combined with its willingness to collaborate with traditional competitors like Intel, demonstrates its commitment to staying at the forefront of technology.
Currently, Nvidia relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production but is open to evaluating Intel’s foundry capabilities in the future. The new partnership will initially focus on Intel’s chip packaging, a critical step in delivering high-performance, integrated solutions for data centers and consumer devices.
These moves align with broader industry trends, where companies are seeking to diversify supply chains and leverage each other’s strengths to address growing market demands.
Some may assume that Nvidia’s partnership with Intel signals a shift away from its existing suppliers or a change in its core business model. However, Nvidia has clarified that its collaboration with Intel is product-focused and does not affect its ongoing work with Arm or its reliance on TSMC for manufacturing.
It’s also important to note that while strategic partnerships can drive innovation and growth, they come with risks such as integration challenges and market competition. Investors and industry observers should stay informed about the execution and outcomes of such deals to accurately assess where is Nvidia stock going.
Nvidia’s recent actions are likely to influence not just its own stock trajectory but also the broader tech and AI sectors. The integration of Nvidia GPUs into Intel-powered devices could lead to more powerful consumer and enterprise products, benefiting end-users and developers alike.
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As Nvidia continues to innovate and expand its partnerships, staying updated on official announcements and market data is crucial. For the latest insights on where is Nvidia stock going and other tech industry developments, consider leveraging Bitget’s research tools and educational resources. Explore more about how strategic moves in the semiconductor sector can impact your investment and technology decisions.