Nvidia Owns Both Sides Of The Chip War

Nvidia isn’t picking a side — it’s trying to get paid either way.Nvidia may have just made one of the smartest moves in the chip war.

Six months after buying a $5 billion stake in Intel, Nvidia revealed a new AI PC chip built on Arm, powered by Blackwell, and made with MediaTek and TSMC.

On the surface, that looks contradictory: Nvidia is helping Intel while building the kind of chip that could pressure Intel’s PC business. But Wall Street got the message fast: Intel fell, AMD fell, and Nvidia rose.

Nvidia isn’t picking a side, it’s trying to get paid either way.

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