US Government Takes Equity Stakes in 26 Companies Across Nine Sectors Since January 2025
By
Moe On Margin
Summary
The US government has taken equity stakes in 26 companies across nine sectors since January 2025, deploying funds through agencies like the DFC, Commerce Department, and Treasury. The article details every deal — spanning semiconductors (Intel), rare earths (MP Materials), quantum computing, fiber optics (xLight), and more — and notes the government still has $181 billion left to deploy. It analyzes the shift from traditional grants to equity-based industrial policy, the strategic rationale behind each investment, and what sectors (energy storage, biotech, advanced manufacturing) could be next.
Source
Hacker NewsUS Government Takes Equity Stakes in 26 Companies Across Nine Sectors Since January 2025moeonmargin.substack.comKey quotes
· 5 pulledThere is a number that should change how you think about American industrial policy.
The government is no longer just a regulator or a grant-maker. It is now a shareholder — and that changes the incentives on both sides.
What started as a pandemic-era experiment has become a permanent feature of the American economic landscape.
The scale is unprecedented. We are watching the federal government build a portfolio that would rival any venture capital firm.
If the government owns equity, it has a direct financial incentive to see these companies succeed — not just as a matter of policy, but as a matter of return on investment.
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