On September 18, 2025, Nvidia stunned Wall Street and the entire tech world by announcing a $5 billion purchase of Intel common stock at $23.28 a share and a sweeping technology partnership. This is the kind of bold, private-sector move conservatives have been calling for: companies taking responsibility to rebuild American capacity instead of relying on overseas rivals or waiting for government handouts. The markets rewarded it immediately — Intel’s shares shot up and U.S. indexes hit fresh records — because investors know real industrial strength matters to national prosperity.
Under the agreement Intel will design custom x86 CPUs for Nvidia’s data-center stack and build x86 SOCs that integrate Nvidia RTX GPU chiplets for PCs, connected by Nvidia’s NVLink technology. In plain terms, America’s two biggest chip players are marrying Intel’s CPU pedigree to Nvidia’s AI leadership, which could deliver faster, cheaper systems for American companies and the military. This isn’t tech kowtowing to foreign fabs; it’s a strategic alignment that keeps critical architecture and system integration within U.S. companies.
Markets don’t lie: the immediate rally in Intel and the broader tech sector shows confidence that American ingenuity can be revitalized when leaders stop bickering and start building. Investors pushed the S&P and Nasdaq to new highs on September 18, 2025, and that kind of momentum translates into jobs, research, and security for hardworking Americans. Conservatives should celebrate that profitability and national strength go hand in hand when the private sector is free to compete and cooperate.
Make no mistake, Intel came into this deal needing a lifeline after heavy losses and a rocky transition, and this partnership gives it a chance to compete again without surrendering American technological leadership. The Trump administration’s earlier move to take a stake in Intel in August demonstrated that Washington finally understands the strategic importance of chips, though officials said they were not a party to Nvidia’s investment decision. That mix of prudent public support plus private-sector capital is exactly what will turn policy into production.
There are questions conservatives must keep front and center: will regulators weaponize antitrust to punish market winners, or will they let competition and innovation run? Nvidia is now even more central to the AI economy, and Washington should resist reflexive interventions that would hobble U.S. champions at the expense of foreign adversaries. Instead of punishing success, policymakers should cut red tape, protect intellectual property, and incentivize domestic manufacturing so more American companies can scale up.
This deal is a shot across the bow to rivals abroad and a promise to American workers that the tech renaissance can be made here. Patriots who care about jobs, security, and economic freedom should demand more of this kind of strategic partnership — led by entrepreneurs, supported by smart policy, and aimed at keeping the next generation of advanced chips and AI tools squarely in American hands.
