Intel’s Revenge Comeback! Which Other Giants Could Take Stakes Next?
In the PC era, $Intel(INTC)$ was the undisputed chip king. But as the world entered the mobile internet and AI era, it kept missing key opportunities: it handed the mobile chip market to Qualcomm and ARM, and in AI chips, Nvidia left everyone far behind.
To make matters worse, Intel’s foundry business turned into a “profit black hole,” with quarterly losses hitting $1.2 billion and gross margins sinking to -35%. In the eyes of capital markets, this old giant had completely fallen into the status of a “washed-up relic.”
1. A Turning Point: $8.9 Billion from the US Government
In August 2025, the U.S. government converted its promised CHIPS Act subsidy into an $8.9 billion equity investment in Intel, directly taking about a 10% stake, plus warrants to buy another 5%.
This instantly made the U.S. government Intel’s largest shareholder. Just days earlier, Trump was on social media calling for the CEO’s resignation—but suddenly, at the White House, he flipped and praised Intel’s “success and comeback.”
2. $NVIDIA(NVDA)$ Invests $5 Billion! From Rival to Shareholder
Last week, Nvidia announced a $5 billion investment: a former rival, now a shareholder.
Soon after, Japan’s SoftBank threw in $2 billion, fueling talk of potential Intel–ARM collaboration. Intel’s stock skyrocketed 22% in a single day, adding $26 billion to its market cap. The once-dismissed “veteran” suddenly became the darling of capital again.
3. Rumors of $Apple(AAPL)$ Partnership Fuels More Rally!
Yesterday, Intel shares jumped another 6%. According to Bloomberg, Intel has held talks with Apple about potential investment and cooperation. If a deal is struck, Apple could hand over part of its in-house chip production to Intel, reducing its reliance on $Taiwan Semiconductor Manufacturing(TSM)$.
Looking ahead, Intel may also court cloud giants like Microsoft, Amazon, Google, and Meta for partnerships in AI chips and foundry services.
But the truth is, Intel has been disappointing for over 20 years, with its stock price going nowhere.
Discussion
Do you believe in Intel’s revenge comeback?
Which other giants might team up with Intel?
Could Meta’s potential investment be more about political signaling, like Trump’s “credit claiming”?
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I remain cautious. Intel has missed key opportunities for 20 years, and turning around its loss-making foundry won’t be easy. Talks with Apple or cloud giants are promising, but execution is the real test. The company needs to prove it can deliver competitive products and regain credibility in cutting-edge markets.
There’s also a political angle. Meta’s investment may signal alignment with U.S. strategy more than pure returns. Intel’s comeback depends as much on politics as technology, so I’m cautiously optimistic. If it succeeds, we could see a reshaping of the semiconductor landscape, with Intel reclaiming a central role.
@Tiger_comments @TigerStars
I think any of its current rivals like ARM and Qualcomm might partner with it to reduce the pain of rivalry and to collectively capture more market share. As the saying goes, the enemy of your enemy can be your friend because both have the same enemy. They could partner to push out one company first.
I see meta’s potential investment as potentially a political signaling but I also see it as a second tier option that meta is willing to consider either from a price point or availability.
Apple, Nvidia and SoftBank are key players already involved or in talks, while other major cloud and auto companies may join to diversify their chip supply
Meta’s involvement is likely both strategic and symbolic, supporting Intel’s alignment with US tech policy while expanding its AI infrastructure
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@Huat99
@Snowwhite
不久之後，日本軟銀投入了20億美元，引發了有關英特爾與ARM潛在合作的討論。英特爾股價單日暴漲22%，市值增加260億美元。曾經落馬的“老將”，一下子又成了資本的寵兒。
更糟糕的是，英特爾的代工業務變成了“利潤黑洞”，季度虧損達到12億美元，毛利率下滑至-35%。在資本市場眼中，這家老牌巨頭已經徹底陷入了“被洗白的遺蹟”的狀態。
@Optionspuppy