I don’t normally do rumors, but the New York Times is reporting on a potential investment deal between Apple and Intel is raising significant questions about the future of the chip manufacturer and its connections to the U.S. government. Following Intel’s agreement to sell a stake to the government, its shares have surged, and discussions with Apple about investment have intensified, as reported by Bloomberg. In the past, Apple transitioned from using Intel chips in its MacBooks to developing its own processors, citing performance concerns. However, this new dialogue suggests a possible collaboration where Intel could manufacture chips for Apple’s data centers or even produce Apple-designed chips. The company has faced challenges in keeping pace with competitors in the production of advanced artificial intelligence chips and other mobile phone models, which previously cost it Apple’s Mac business. Notably, Apple CEO Tim Cook has pledged to invest $600 billion in U.S. manufacturing, which could play a crucial role in this evolving relationship.
Apple appears to be stepping back from its Vision Pro headset, focusing instead on developing lighter, more affordable smart glasses similar to those from Meta. According to reports from Bloomberg, the company has shelved plans for a revised version of the Vision Pro, which was launched at a price of $3,500 but has failed to gain traction in the market since its release in February 2024. Despite initial excitement surrounding the device, it has not generated significant developer interest, hindering its ecosystem growth. Industry insiders suggest that Apple executives view the Vision Pro as an overengineered product, acknowledging its shortcomings in functionality and market appeal. Meanwhile, Meta’s new Ray-Ban Display glasses are being introduced at a much lower price point of around $800, potentially positioning them to capture greater consumer interest in the emerging face-computer market.
Why do we care?
rumors say Apple may put money into Intel. Remember, Apple ditched Intel chips in Macs because they weren’t good enough. Now? They might use Intel to manufacture Apple-designed chips for data centers or AI. Pair that with Intel already taking a government investment, and you see the play: U.S. chipmaking is a strategic priority, and Apple gets political cover for its “Made in America” promises.
And then — Apple’s Vision Pro. The $3,500 headset that nobody really wanted? Yeah, Apple is pulling back. Developers aren’t building for it, the ecosystem isn’t there, and the company’s now pivoting to cheaper smart glasses, more like Meta’s Ray-Bans. Translation: even Apple can overengineer and miss the market.
So why do we care? For MSPs, this is about focus. The chip story tells you where the real battles are — in data center and AI infrastructure, where costs and supply chain matter. The headset story? It’s a reminder to cut through hype. Don’t sell your customers moonshots without proven value. Stick to what delivers outcomes today.