Stratechery by Ben Thompson Follow An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China. https://stratechery.com/2025/an-interview-with-dan-kim-about-intel-nvidia-and-the-u-s-government/ stratechery.com