Browsing Tag
Intel
90 posts
Intel (INTC) surges as Google and Nvidia reportedly turn to it as a backup chipmaker to TSMC
Intel surged ~11% on a report that Google and Nvidia are turning to it as a backup chipmaker to TSMC, with Google reportedly ordering 3M+ TPUs for 2028.
US officials discuss taking equity stakes in major AI companies, following the Intel precedent
US officials have held preliminary talks with major AI firms about government equity stakes, following the Intel precedent. Wedbush calls voluntary stakes manageable.
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
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.