In August 2025, the US government acquired a 9.9% stake in Intel for $8.9 billion, paying approximately $20.47 per share. By September 4, 2026, the share price rose to $95.80, increasing the value of the 433.3 million shares held by the state to roughly $41.5 billion.
This investment resulted in an unrealized gain of approximately $32.6 billion over a 13-month period, representing a 368% return. President Donald Trump highlighted these figures on social media, contrasting the direct equity ownership model with traditional government grants and subsidies.
Intel's stock recovery is attributed to new foundry partnerships, advancements in manufacturing nodes, and increased demand for AI infrastructure. The government's position serves as a signal of strategic importance, though it raises questions regarding potential market manipulation and future exit strategies.
