11:17 AM EDT, 09/18/2025 (MT Newswires) -- Nvidia ( NVDA ) and Intel's ( INTC ) partnership to jointly develop custom data center and PC products is a game changer that pushes Intel ( INTC ) to the forefront of the artificial intelligence revolution, Wedbush Securities said in a note Thursday.

This collaboration is also seen to boost the US lead in the AI arms race against China, with Intel ( INTC ) now considered a catalyst instead of a laggard, analysts led by Daniel Ives wrote.

Under the partnership with Nvidia ( NVDA ), Intel ( INTC ) will build custom CPUs that Nvidia ( NVDA ) will integrate into its AI infrastructure platforms. Nvidia ( NVDA ) also plans to invest about $5 billion in Intel ( INTC ) common stock at $23.28 per share.

Along with the recent US government announcement of a 10% investment, Intel ( INTC ) is seeing a "golden few weeks...after years of pain and frustration for investors," Wedbush said.

Nvidia's ( NVDA ) stock was 3% higher in recent Thursday trading, and Intel's ( INTC ) shares were up 27%.

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