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@realryankennedy
SoftBank just invested $2B into Intel ~2% stake at $23 sending shares up after hours. But Intel’s turnaround still hinges on signing a marquee foundry customer, while D.C. is weighing a 10% U.S. stake by converting CHIPS funds. SoftBank’s track record includes Arm ($32B → ~$150B) and a $6.5B Ampere deal. Smart rescue or risky punt with Nvidia still dominating AI? #Intel #SoftBank #nvidia #ai #tech

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    • intel
    • ai
    • nvidia
    • softbank
    • tech