Is Apple About to Invest Billions in Intel?

Group 1 - The current trend in big tech involves significant investments in Intel, with the federal government investing $8.9 billion for approximately 10% equity, SoftBank investing $2 billion, and Nvidia investing $5 billion [1] - Intel has approached Apple for a potential investment and collaboration, although details on the investment amount and collaboration form remain undisclosed [2][3] - Discussions between Intel and Apple are in early stages, and Intel is also reaching out to other well-capitalized tech companies for investments and partnerships [3] Group 2 - Intel and Apple have a history of partnership, with Intel manufacturing processors for Apple until 2020, when Apple began transitioning to in-house components, culminating in the discontinuation of Intel-powered machines in 2023 [5] - Apple has maintained a strong position in the high-end smartphone market, with iPhone global market share in the high-20% range despite competition from Android devices [6] - Intel's market position has weakened, with a decline in PC shipments since 2015 and challenges in adopting next-generation processors for AI technology, unlike competitors like Nvidia [8][9]