Nvidia's New Partner: The Rise of Intel and AMD

Nvidia, Intel, and AMD Are Starting a New Era

The major players in the semiconductor industry, Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (INTC), and Advanced Micro Devices Inc. (AMD), are signaling a significant shift in the technology sector. Their rising momentum is attracting the attention of investors, which may herald a new competition in the tech world.

Technical indicators highlight the upward trend of AMD and Intel. The Benzinga Edge Stock Rankings place Intel's momentum at 90.21, an increase from the previous 88.31. AMD's momentum value, on the other hand, stands at 93.41, up from 89.51. Both stocks are showing positive trends in short, medium, and long-term price movements.

However, Intel's growth rankings remain weak, stuck at the 16.50th percentile. Meanwhile, AMD continues to maintain solid growth and quality rankings, although its value score is at a low level.

Nvidia's $5 billion investment in Intel in September 2025 has attracted attention as a partnership aimed at customized artificial intelligence and personal computer solutions. This collaboration aims to integrate Intel's x86 processors with Nvidia's NVLink and RTX graphic processors to establish dominance in data centers and consumer markets. Nvidia's CEO, Jensen Huang, describes this move as a transition from "competition to collaboration."

Although AMD emphasizes that it is a "very different" company from Nvidia, it continues to remain in a competitive position. Intel's Arc graphics processors and AMD's Radeon Instinct accelerators are in fierce competition against Nvidia's dominance in artificial intelligence and gaming.

The momentum percentile, defined by the Benzinga Stock Edge Rankings methodology, reflects the relative strength of a stock based on its price movement patterns and volatility. This measurement provides critical data that must be considered when assessing investor sentiment and market trends.