NVIDIA stock hits a new high! A $5 billion investment in Intel has more than doubled in less than a year, with a floating profit of $12.7 billion.

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NVDA closed at a record high of $208.27 on the 24th, with its market capitalization surpassing $5.09 trillion for the first time, firmly holding the top spot globally. On the same day, Intel's Q1 earnings significantly exceeded expectations, causing its stock price to soar by 23.6%. This boosted the market value of the $5 billion stake NVDA acquired last September at an average price of $23.28 to approximately $17.7 billion, with the return on investment surging overnight from about 155% at the beginning of the month to 255%. (Previous coverage: Intel surges 29% pre-market: Q1 blowout, US government stake sees $28.4 billion unrealized gain overnight) (Background: Jensen Huang sends company-wide memo embracing OpenAI Codex: Over 10,000 NVIDIA employees already on board, GPT-5.5 running on GB200) Not only did NVDA reach a record high that day, but its investment in Intel also saw a 2.5x return in less than a year due to the blowout Q1 earnings. Intel announced Q1 revenue of $13.6 billion (9% above expectations) and a Non-GAAP EPS of $0.29 (market expected -$0.01) after the bell the day before yesterday, with the stock price closing up 23.6% at $82.55. NVDA purchased approximately 215 million shares of Intel last September at a private placement price of $23.28 per share, for a total cost of $5 billion. Based on Intel's closing price yesterday, the current value of this stake is approximately $17.7 billion, with an unrealized gain of $12.7 billion and a return on investment of 255%. Before Intel's earnings were released, the return on investment was around 155%, meaning an additional 100 percentage points were gained in a single night. The inaugural member of the $5 trillion club NVDA closed at $208.27 (+4.32%), surpassing the previous record closing high of $207.02 on October 29th last year, with a market capitalization of $5.09 trillion, a full $1 trillion more than the second-place Alphabet. The PHLX Semiconductor Sector index set a historical record of 18 consecutive days of gains on the same day, with the entire sector strengthening; AMD rose 13.9% on the same day. It wasn't just Intel's earnings driving the growth; at the GTC in March, Jensen Huang announced that pre-orders for Blackwell and Vera Rubin through 2027 had reached $1 trillion, double the $500 billion estimate from last year. Following the Trump administration's relaxation of export controls, deals for 18,000 Blackwell chips for Saudi Arabia and over a million advanced chips for the UAE have also been finalized. NVDA's gain for the month of April was approximately 20%, fully recovering the losses from Q1. The $5 billion bet on Intel is more than just a financial move This investment was announced in September 2025 and completed in December. According to NVDA's official announcement, the two companies will collaborate to develop two product lines: Intel will manufacture custom x86 data center CPUs with integrated NVLink for NVDA, as well as PC SoCs integrating RTX GPU chiplets.

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