Overview
- Tan’s year-end message frames 2025 as a defining year nine months into his tenure, with a shift to execution and an engineering-first culture.
- Intel shares are up roughly 79% to 80% year to date as investors bet on the company’s reset and AI strategy.
- Lip-Bu Tan helped secure $5 billion from Nvidia and $2 billion from SoftBank, bolstering Intel’s push in AI chips and manufacturing.
- U.S. CHIPS Act support was reworked into an equity stake in Intel, though reports differ on the size and terms of the government’s holding.
- President Donald Trump withdrew a public demand for Tan’s resignation after an Oval Office meeting where Satya Nadella and Jensen Huang vouched for him.