The bet seems obvious - Intel has been failing for a while, but they're still much better positioned to produce what the US government wants than some random companies like HP or TI. Their fabs aren't quite on the bleeding edge and the yields aren't quite what they'd like to have but it's still much more advanced than TI's 45-250nm fabs.

If HP, or Nvidia, or Sun, or Motorola wanted the bag maybe they should've tried building their own modern fabs.