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Trump Administration Weighs Stake in Intel to Finance U.S. Chip Plants

The USAI narrative is intended to strengthen Intel’s pitch for federal investment after reports that the White House is negotiating a stake to fund delayed fabs.

Overview

  • The Trump administration has held discussions to acquire an equity stake in Intel to fund its delayed Ohio and other U.S. fabs.
  • Intel has launched its USAI campaign to portray itself as a champion of American semiconductor manufacturing and bolster its pitch for federal backing.
  • In partnership with EdgeRunner AI, Intel is developing air-gapped, on-device AI agents designed to operate without internet connectivity for U.S. military use.
  • Chief executive Lip-Bu Tan faces ongoing political pressure over past investments linked to China and has received calls for his resignation.
  • Former CEO Craig Barrett has proposed a $40 billion plan urging major customers to invest in Intel as an alternative to government equity support.