Intel Shares Surge 8% on Google’s 3M TPU Preorder and Foundry Capacity Boost
INTC•Trump’s team plans stakes in AI firms including Intel, risking dilution or political strings for the chipmaker. Intel shares then rose 8% on news of Google’s preorder of over 3 million 2028 TPUs while forecasts see Intel’s AI foundry capacity climbing up to 100% and IFS profitable in H2 2027.
1. Government Stake Proposal
Trump’s team is exploring equity stakes in AI companies, including Intel, which could lead to share dilution, price controls or political oversight that may influence Intel’s valuation and strategic autonomy.
2. Foundry Opportunities Drive Rally
Intel shares climbed 8% on news of Google’s preorder of over 3 million TPUs for 2028, underscoring confidence in its foundry capabilities. Capacity projections show Intel 3 output climbing 80%, 18A capacity rising 100%, and IFS poised for profitability in the second half of 2027.
