So, Jensen Huang, the leather-clad king of the AI chip world, went on TV and told everyone that after 33 years of Intel "trying to kill us," they're now "lovers, not fighters" (Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters').
I had to read that twice. Lovers.
You can just picture him on the set of Mad Money, under the glare of the studio lights, with Jim Cramer’s cacophony of sound effects going off in the background. He delivers the line with that practiced, folksy charm, and the world just nods along. It’s a masterclass in corporate narrative control. This isn't just a business deal; it's a romance novel for shareholders.
This is just standard corporate PR. No, 'standard' doesn't do it justice—this is hall-of-fame level spin. For three decades, these two companies have been locked in a brutal, no-holds-barred war for silicon supremacy. We're talking about a rivalry that defined an entire era of computing. And now, with a wave of his hand and a cutesy soundbite, Huang wants us to believe they're holding hands and skipping into a golden AI sunset together.
Give me a break.
Let’s deconstruct this little fairy tale. The "love" Huang is talking about is a $5 billion partnership where Intel, the former undisputed champ, will be building custom chips for Nvidia. This is less a partnership and more like the end of a mob movie, where the new don walks into the old don's restaurant, puts his arm around him, and tells the cameras they've always been "family." It’s a handshake, sure, but one guy’s hand is a lot higher up the other’s arm.
Huang claims this was all made possible by his long-standing friendship with Intel CEO Lip-Bu Tan. One small problem: Lip-Bu Tan isn't the CEO of Intel. Pat Gelsinger is. I mean, does it matter? Maybe not to them. When you're dealing in billions, the names are just placeholders on a spreadsheet. But it shows you how flimsy this whole "friendship" narrative is. Are we really supposed to believe that 33 years of brutal, cutthroat competition just melts away because of a personal relationship? A relationship they can't even get the details right on?

The real story is power. Nvidia has Intel over a barrel. With its GPUs becoming the undisputed engine of the AI revolution, Nvidia doesn't need to kill Intel anymore. It’s far more profitable to put them on the payroll.
And the most gangster move of all? Huang casually mentions he's now an Intel shareholder. "Ever since I invested, it went up something like 50% or something," he says, with the kind of faux-surprise that only a billionaire can pull off. He’s not just beating his rival; he’s cashing in on their surrender. He beat them so badly they had no choice but to join him, and now he’s magnanimous in victory, and honestly... it's almost admirable in its audacity. This ain't love. It's the spoils of war.
Just in case you thought Huang had gone soft and was now running a tech utopia built on peace and love, don't worry. The knives are still sharp; they're just pointed in a different direction now.
While he’s busy being "lovers" with Intel, he took a nice, clean shot at his other major rival, AMD. He commented on AMD's deal with OpenAI, calling it "clever" before twisting the knife, saying he was "surprised" they "gave away 10% of the company" (Nvidia CEO Jensen Huang: Surprised AMD gave away 10% of the company in ‘clever’ OpenAI deal). See how that works? It’s a compliment wrapped in a poison pill. He’s not just praising a rival; he’s subtly framing their biggest strategic move as an act of desperation.
It's a classic Huang move. He positions himself as the elder statesman, the one who sees the whole board, while painting his competitors as either desperate (AMD) or defeated (Intel). He gets to be both the benevolent partner and the ruthless critic, all in the same week. It’s a performance, and a damn effective one.
So much for being lovers, not fighters. The truth is, he's a fighter who knows exactly when to offer a handshake and when to throw a punch. Offcourse, the "love" only extends to the companies that can be useful to him. Everyone else is still fair game. It's a stark reminder that in Silicon Valley, partnerships are temporary, but the hunger for market dominance is forever. You just have to wear the right jacket for the occasion.
Look, let's be real. None of this is about friendship, love, or some grand vision of a collaborative future. This is about one man and one company reaching the top of the mountain and deciding who gets to share the view. Jensen Huang isn't a lover or a fighter; he's a king. And kings don't have rivals or partners. They have subjects and vassals. Intel is bending the knee, and Huang is rewarding them with a seat at the table. It’s a brilliant, ruthless, and perfectly executed power play, and calling it "love" is the most cynical, and therefore most brilliant, part of the whole damn thing. We're just the audience, and we're paying for tickets.