Apple. Tesla. Nvidia. All depend on Intel now - or do they ?

Added: 2026-06-11

[00:00:00]This is going to confuse you.

[00:00:02]Nvidia, the most valuable company on Earth, just paid Intel $5 billion, then announced a chip designed to kill Intel's main business, then asked Intel to manufacture it for them.

[00:00:16]Yes, all three.

[00:00:18]To understand this, you need two people.

[00:00:21]Jensen Huang, Nvidia CEO.

[00:00:24]Last year, his company became the first to hit $4 trillion.

[00:00:29]And Pat Gelsinger, Intel's new CEO.

[00:00:33]Last year, Intel was almost dying.

[00:00:36]Then something wild happened.

[00:00:38]The US government took a 10% stake in Intel.

[00:00:42]Apple, Tesla, Microsoft, Amazon, Google all signed up to use Intel's new 18A chip factory.

[00:00:51]Even Musk built a $25 billion facility around it.

[00:00:55]Intel stock up 200% this year.

[00:00:59]The comeback story of 2026.

[00:01:02]But Nvidia had a problem.

[00:01:04]Every Nvidia chip is made in Taiwan by TSMC.

[00:01:09]Taiwan, a small island China keeps threatening to invade.

[00:01:14]If TSMC stops, Nvidia dies.

[00:01:18]So in September, Jensen quietly paid Intel $5 billion for a backup plan.

[00:01:26]American soil, American foundry, American insurance.

[00:01:31]Then at Computex this month, Jensen did the unthinkable.

[00:01:35]He unveiled the RTX Spark, a CPU, Nvidia's first-ever consumer processor, built on ARM, paired with their Blackwell GPU, aimed directly at every laptop running Intel inside.

[00:01:51]Microsoft is launching Nvidia-powered Windows PCs this year.

[00:01:56]So which is it?

[00:01:58]Partner or rival?

[00:02:00]Both.

[00:02:02]At the same time.

[00:02:03]Nvidia needs Intel's factories to escape China risk.

[00:02:08]Intel needs Nvidia's money to survive.

[00:02:11]But in consumer PCs, they're now going for each other's throats.

[00:02:16]Economists have a word for it.

[00:02:18]Coopetition.

[00:02:20]Cooperating and competing simultaneously.

[00:02:24]Survival is now collaborative.

[00:02:27]Even between enemies.