Intel "crazy sucks" $160 billion in a month, is the US government the biggest winner?

date
18/09/2025
1. SoftBank: On August 19, 2025, Intel and Japan's SoftBank Group jointly announced that SoftBank will invest $2 billion in Intel. According to the agreement, SoftBank will purchase Intel common stock at a price of $23 per share, this investment of about 2% of Intel's equity will make SoftBank the sixth largest shareholder. SoftBank's investment does not require a seat on the board of directors and does not come with a commitment to purchase Intel chips. 2. U.S. Government: On August 22, 2025, Intel announced an agreement with the U.S. federal government, which will invest $8.9 billion in Intel common stock, purchasing 4.333 billion shares of Intel common stock at a price of $20.47 per share, equivalent to 9.9% of the company's shares, becoming the largest shareholder of the company. The government's stake in the company does not include a seat on the board or special governance rights. 3. Nvidia: Nvidia announced on Thursday that it will invest $5 billion in Intel common stock, at a price of $23.28 per share. The agreement includes plans for Intel and Nvidia to jointly develop chips for personal computers and data centers. The deal does not involve Intel's foundry business. After this transaction, Nvidia may own 4% or more of Intel's shares. 4. It is worth mentioning that Nvidia's acquisition of Intel common stock this time is at a higher price than the U.S. government, making the government's investment last month theoretically appreciate by about 14% in less than a month, with an annualized return rate of up to 168%.