Moonshots with Peter Diamandis NVIDIA & the US Government Just Bailed out Intel, Sending the Stock Soaring w/ Dave Blundin, Salim Ismail & Alexander Wissner-Gross | EP #195
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Sep 19, 2025 
Join venture investor Dave Blundin, AI expert Dr. Alexander Wissner-Gross, and exponential organizations founder Salim Ismail as they delve into the recent bailout of Intel by NVIDIA and the US government. They explore geopolitical risks in semiconductor manufacturing and discuss promising investment avenues in AI startups and renewable energy. The conversation also covers groundbreaking AI advancements, including DeepMind's contributions to science and health forecasting, alongside the exciting future of humanoid robotics.
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Intel Rescue Secures Domestic Chip Capacity
- The U.S. cannot let Intel fail because domestic fabs are strategic for AI chip supply and national security.
- The NVIDIA and U.S. government investments de-risk Intel's 1.8 nm buildout and restore industry credibility.
Apple–Microsoft Parallel To Intel Rescue
- Alex compared the Intel-NVIDIA deal to Microsoft's 1997 rescue of Apple and its credibility-restoring effect.
- Dave highlighted the near-identical 10% stake structure and the subsequent stock turnarounds in both cases.
Where To Allocate Capital Today
- If you have small capital, invest in seed-stage AI startups solving real use cases with smart teams.
- If you have large capital, target companies building data-center infrastructure, real estate, and power for AI expansion.
