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Meta, Intel and NVIDIA

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Top News
Overview
 · 2d · on MSN
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.

Continue reading

Blockonomi · 1d
Intel (INTC) Stock: Price Drops as Nvidia-Meta CPU Deal Emerges
 · 2d
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 2d
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
Today, Feb. 18, 2026, Nvidia lead the gainers today, restoring megacap tech leadership and reviving AI optimism.

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 · 2d
Nvidia: The Market Wants Proof, Meta Just Gave It
 · 2d
Nvidia’s Deal With Meta Signals a New Era in Computing Power
XDA Developers on MSN
1d

I'm choosing Intel Arc over Nvidia for my next GPU, and here's why

Arc excites me, Nvidia doesn't
TweakTown
2d

Intel's new Arc graphics driver does one thing NVIDIA hasn't been able to do

Intel Graphics Driver 32.0.101.8509 (WHQL Certified) brings XeSS 3 Multi-Frame Generation to all arc Graphics products, with no generation left behind.
13don MSN

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.
18h

Intel: The CPU Comeback Is An Execution Reality Check

Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is further complicated by intensifying competition in 2H26,
Barchart on MSN
1d

Why Nvidia just made a $7.9 billion bold bet on Intel

When Nvidia (NVDA) expresses interest in any company, investors should pay attention. According to a recent 13F-filing, Nvidia has invested a hefty amount of around $7.9 billion in Intel (INTC), now holding 214,
6don MSN

Will Micron Be the Next Nvidia -- or the Next Intel?

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.
17don MSN

Intel will start making GPUs, a market dominated by Nvidia

Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.
2d

Nvidia’s “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel

Nvidia‘s (NASDAQ:NVDA) strategic investment portfolio has gained more attention amongst investors as it increasingly targets companies that enhance its AI ecosystem. While the “secret portfolio” has faced headwinds amid questions about AI’s momentum,
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