U.S. President Donald Trump said government support played a key role in boosting Intel’s market value, while signaling that his own investment focus may shift toward other opportunities.
Speaking to reporters this week, Trump pointed to public-sector backing as a catalyst for renewed confidence in the chipmaker. In particular, he credited federal involvement with helping reverse sentiment around Intel Corporation (NASDAQ: INTC), even as he stopped short of committing additional personal or government capital to the company.
Key Data Points
- In August, the U.S. government acquired a 10% stake in Intel through an $8.9 billion investment tied to the CHIPS Act.
- On Tuesday, Intel shares closed at $47.29, up 7.33% in one session and 106.33% over the past month.
- Earlier this year, Nvidia invested $5 billion in Intel’s AI strategy.
- Separately, SoftBank committed $2 billion to Intel.
Trump’s Comments on Intel and Future Deals
Trump made the comments while speaking at Joint Base Andrews in Maryland. He said Intel’s valuation improved following government involvement, which he described as a turning point that restored investor confidence. According to Trump, that shift later attracted interest from major technology firms.
At the same time, he expressed uncertainty about increasing his own exposure to Intel. Instead, Trump suggested that other potential investments are being evaluated, indicating a broader approach to future dealmaking rather than a sole focus on the chipmaker.
That broader strategy aligns with federal semiconductor policy. In August, the U.S. government became Intel’s largest shareholder after acquiring a 10% stake through an $8.9 billion investment linked to the CHIPS Act.
Later, Trump reinforced this position in a post on Truth Social, again highlighting the government’s role while praising Intel Chief Executive Officer Lip-Bu Tan. Together, those comments framed Intel as a central beneficiary of Washington’s effort to strengthen domestic chip manufacturing.
AI Strategy Draws Major Investors
In addition to public funding, Intel’s technology roadmap has drawn significant private investment. As part of its push to reposition itself in artificial intelligence, the company secured a $5 billion commitment from Nvidia Corporation (NASDAQ: NVDA). Intel has described this commitment as a cornerstone of its AI reset strategy.
Meanwhile, SoftBank has also invested $2 billion, further underscoring growing market confidence in Intel’s long-term plans and adding momentum to its broader turnaround effort.
Apple Talks and Manufacturing Interest
Momentum around Intel has also extended to discussions with Apple Inc. (NASDAQ: AAPL). In September, Intel approached the iPhone maker to explore a potential investment, according to Bloomberg News. While talks were confirmed, no agreement has been announced.
Separately, Apple signed a nondisclosure agreement to examine Intel’s advanced 18A manufacturing process. This step fueled speculation about future production arrangements, though neither company has confirmed any manufacturing timeline or partnership.
Investor reaction has been reflected in Intel’s share price. Over the past six months, the stock has gained 106.33%, based on data from ABBO Premium.
More recently, shares rose 7.33% in Tuesday trading. The increase followed a KeyBanc upgrade that pointed to demand for AI servers. Ultimately, the stock ended the session at $47.29.
Broader Context of Government-Led Deals
Placing Intel in a wider context, Trump also referenced another government-backed arrangement. In October, the U.S. acquired a stake in a company linked to Alaska’s Ambler Road Project, exchanging infrastructure support for access to mineral development.
According to Trump, the Alaska deal serves as an example of a broader framework he favors, arguing that such agreements unlock strategic resources and economic value without relying solely on traditional investment models.
