A 4% stake doesn't even make Nvidia one of the top 3 holders of Intel stock... They'd be crucified for changing strategy for a 4% stake.
Also Nvidia arguably needs Intel more than vice versa, Intel now has SOTA fabs on the newest EUV technology, TSMC is at max capacity and they need to fight Apple and others for allocation...
> TSMC is at max capacity and they need to fight Apple and others for allocation...
Nvidia has (or almost) eclipsed Apple to be the largest customer and definitely has reserved capacity.
> Intel now has SOTA fabs on the newest EUV technology
That's still early. Hard to say Intel can consistently actually produce something good in large volumes yet.