Overview

• Bloomberg reports Intel approached Apple about a potential investment and broader cooperation, with discussions described as early and uncertain.
• Intel shares rose about 6% on the report as Apple edged lower, and both companies declined to comment.
• The move follows Nvidia’s $5 billion purchase for roughly a 4% stake and a co‑development pact that excludes Nvidia using Intel’s foundry, plus a recent $2 billion SoftBank investment.
• The U.S. government holds roughly 10% of Intel after an administration‑brokered deal tied to domestic chip production, underscoring the policy dimension of Intel’s revival.
• Analysts say any Apple tie‑up would likely relate to foundry or packaging work and supply‑chain diversification rather than Macs returning to Intel chips, and Intel has also contacted other potential partners.