Operational Excellence (OPEX) Daily Briefing – Friday, September 19, 2025: Analyzing Nvidia’s $5 Billion Investment in Intel – Management Lessons Through the Lens of Operational Excellence.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Sáu, ngày 19/09/2025: Phân tích Nvidia đầu tư 5 tỷ USD vào Intel – Bài học quản trị theo lăng kính Operational Excellence.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
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1. The Event
On September 19, 2025, news of Nvidia’s $5 billion investment in Intel captured the attention of global finance and technology circles. This was not just a financial transaction, but a strategic move that raises important questions: Why would a “king of AI chips” like Nvidia—already backed by a stable supply chain through TSMC—choose to inject capital into Intel, a company struggling with advanced chip manufacturing?
At first glance, the deal looks like a “perfect duo”: Nvidia brings money and world-class chip designs; Intel brings fabs and manufacturing experience, but lacks capital and market confidence. Yet when viewed through the lens of Operational Excellence (OPEX), the deal represents a textbook case of how companies leverage capital, manage risks, and restructure operations to secure their future.
From the perspective of business leaders across industries—whether in manufacturing, retail, services, or startups—there are valuable lessons to be drawn from this deal.