Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Nvidia Corp. invested $5 billion in Intel Corp., drawing sharply split analyst reactions, according to Benzinga. TF Securities’ Ming-Chi Kuo said the partnership could reshape AI PCs and enterprise inference servers, combining Nvidia’s CUDA platform with Intel’s CPUs and distribution network. Deepwater’s Gene Munster said Intel’s 25% stock surge was excessive and driven more by meme-stock dynamics, White House backing, and Nvidia’s endorsement than fundamentals. He added that while Intel benefits from Nvidia’s AI reputation and Nvidia gains PC exposure, the financial upside for Nvidia remains minimal at about 1% of its projected 2026 revenue. The Kobeissi Letter called the sequence unprecedented, noting Intel shares jumped more than 50% in under a month after Trump’s $11 billion stake was followed by Nvidia’s $5 billion investment. Intel closed at $30.57 on Thursday and eased 2.06% in pre-market trading on Friday, while Nvidia dipped 0.39% pre-market.