Bloomberg Tech Intel Approaches Apple About Investment
Sep 25, 2025
Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.
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Intel Approached Apple About Investment
- Intel held early talks with Apple about an investment and closer collaboration, though details remain unclear.
- Markets priced the possibility as a positive for Intel while Apple's role is uncertain given its TSMC reliance.
Apple's Onshoring And Supplier Diversification
- Apple’s $600 billion U.S. investment pledge makes onshoring and diversifying suppliers strategically important.
- Using Intel could reduce concentration risk at TSMC and satisfy political and supply-chain goals.
Why Apple Left Intel — And Why Reentry Is Hard
- Apple shifted away from Intel starting five years ago when Intel lagged in process technology.
- Rebuilding foundry relationships requires design-manufacturer collaboration years ahead of production.