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Forget Intel: This GPU Powerhouse Could Turn the AI Compute Boom Into Market‑Beating Returns
Intel stock may have bounced back in 2025, but I'm betting on the chip industry's best in 2026.
Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.
Nvidia may use Intel’s foundry (18A/EMIB) for parts of Feynman chips in 2028 while TSMC stays primary—see what it means for NVDA, INTC, TSM now.
Intel may take on a limited role in manufacturing and packaging NVIDIA's next-next-generation GPUs, according to a report from DigiTimes Asia. Citing supply chain sources, DigiTimes reports that ...
Nvidia tested Intel's 18A process, but decided not to use it.
Intel hired former Qualcomm executive Eric Demers as Chief GPU Architect to lead its renewed GPU push. The company committed ...
By Jeffrey Dastin SAN FRANCISCO, Feb 3 (Reuters) - Intel CEO Lip-Bu Tan on Tuesday said the company plans to build graphics ...
Rivian stock jumped 24% to $17.38 today. Palantir gained 1%. But Nvidia fell 0.75%. Intel slipped 0.88%. Pinterest crashed ...
Nvidia and AMD are leaders in the GPUs, which power large language models and have skyrocketed in demand with the data center ...
Semiconductor manufacturers are spending tens of billions of dollars to build advanced factories in Arizona and Texas.
TL;DR: NVIDIA plans to outsource its 2028 Feynman GPU production to TSMC while partially partnering with Intel for I/O die manufacturing and advanced packaging using Intel 14A/18A processes. This dual ...
TL;DR: Intel is advancing its next-gen 14A process node featuring second-gen Gate-All-Around transistors and optimized backside power delivery, surpassing 18A development. The $5 billion Intel-NVIDIA ...
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