Chips on the table

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Chips on the table

Written by Ben Wilson
Published: 10-10-2025

Overview

NVIDIA, the dominant force in AI chips, is weighing a $5B investment in Intel’s struggling AI semiconductor division. The move could diversify supply chains, ease regulatory scrutiny, and strengthen U.S. chip resilience—but it also means funding a direct competitor with uncertain prospects. Your team must assess whether NVIDIA should proceed, and if so, under what strategic and financial conditions the investment makes sense.

Formats available

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Case info

Difficulty

Intermediate

Case type

Strategy

Industry

Technology and telecommunications

Company

NVIDIA, Intel

Geography

Global

Additional info

Includes charts and/or data analysis


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