Browsing Tag
Intel
85 posts
Plan Optik (ETR: P4O) under retail spotlight as glass wafer thesis tightens around AI packaging shift
Intel and Samsung are pivoting to glass substrates. Plan Optik (ETR: P4O), a 47M EUR German wafer specialist, is the retail bet on the same shift.
Intel investment in SambaNova clears US antitrust review as INTC trades near 52-week high
Intel chairs the startup it just invested in. Regulators looked, walked away, and cleared the path for a deeper bet against Nvidia's inference dominance.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Infosys (INFY) crosses $20bn revenue milestone with $14.9bn large deal TCV as stock tests 52-week lows
Infosys Limited posts $20bn FY26 revenue with $14.9bn large deal TCV. What do the numbers mean for INFY investors and enterprise AI buyers? Read the full analysis.
NVIDIA-backed SiFive raises $400m to expand its data center CPU roadmap
SiFive has raised $400 million to accelerate RISC-V data center CPUs. Read how this could reshape AI infrastructure competition and open compute strategy.
From selling stakes to buying them back: What Intel’s $14.2bn move says about its turnaround
Intel pays $14.2bn to buy back Apollo's 49% stake in its Ireland Fab 34. Here's what the deal means for Intel's foundry strategy, balance sheet, and INTC stock. Read more.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
Can Ericsson and Intel turn AI-native 6G into a deployable operator reality before rivals catch up?
Ericsson and Intel unveil AI-native 6G roadmap at MWC 2026. Discover what this means for operators, cloud RAN, and the future of network AI.
Can AMD’s Zen 5-powered Ryzen AI Embedded chips give it an edge in industrial AI acceleration?
AMD's Zen 5-powered Ryzen AI Embedded processors promise to reshape industrial edge AI. Find out what this means for AMD and the embedded AI market.
Supermicro (NASDAQ: SMCI) debuts high-density 6U SuperBlade with Intel Xeon 6900 and liquid cooling
Supermicro’s new 6U SuperBlade with Intel Xeon 6900 and liquid cooling promises rack-scale AI compute. Find out what makes it a potential game-changer.