Shares in the chip maker rose following news of SoftBank’s planned investment and a possible stake for the U.S. government.

Shining a Spotlight on Intel Intel (NASDAQ:INTC) has emerged from the shadows of its semiconductor rivals, capturing the attention of investors and policymakers alike. After years of struggling to keep pace with competitors like Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM),

The industry looks very different from when Intel was the clear leader. Nvidia and AMD dominate AI and data centers, while TSMC is the dominant foundry. Intel is now cast as the underdog.

SoftBank will pay $23 per share of Intel common stock, as the Trump administration negotiates a deal to acquire a 10% stake in Intel.

The ongoing US trade policy saga has revealed there are many ways for the administration to help a company's fortunes

The move is part of SoftBank's investing initiatives in the US, which also includes commitments towards AI computing. Intel, which has lagged behind in the chip race after being the erstwhile market leader,

If you want to leverage even an integrated GPU for AI you need memory, and Intel is following AMD's lead on Core Ultra and allowing you to choose how much you're using.

While Grove's focused boldness worked, Tan's way forward must be more nuanced, balancing boldness with humility while resisting the urge to “fix” everything at once.