Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over ...

Is Intel Keeping a (Wonderful) Secret From the Market Regarding Its 18A Node?

Then at Intel's Foundry Direct event in April, Intel's chief technology and operations officer Naga Chandrasekaran stated that Intel had achieved "yield parity" between testing both low-NA ...

Intel shares fall after Nvidia reportedly declines to move forward with 18A manufacturing process

Intel stock dips as Nvidia halts 18A chip production plans after unsatisfactory tests. Learn how this affects semiconductor ...
The New York Times

Does the Job of C.E.O. or Private Investor Come First? Intel’s Chief Is Juggling That Question.

Lip-Bu Tan, who was appointed chief executive of Intel in March, is also a longtime venture capitalist. His dual roles have caused some consternation. By Don Clark and Tripp Mickle Reporting from San ...
24/7 Wall St

Is Apple Giving Intel’s Foundry Ambitions a Much-Needed Boost?

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. According to TF International Securities analyst Ming-Chi ...
Forbes

What Is Happening With Intel Stock?

Intel (INTC)’s stock surged 75% this year, not just due to revenue growth but also a significant increase in its valuation multiple. Signage with logo at the Silicon Valley headquarters of computer ...
TweakTown

Intel is 'all-in' with 14A node, custom Xeon x86 CPU for NVIDIA, RTX GPU tile for laptops

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 ...
eTeknix

Intel Announces a Microcode Update for Several Processors Along with 30 New Security Advisories

CPU manufacturers must address issues that arise with processors already on the market, especially the errors that are discovered over time. To handle this, Intel has released a new version of ...
TechNewsWorld

Intel’s Hard Turn: Why ‘Bad News’ on Margins Is the Best News for Its Future

A corporate turnaround is the most difficult maneuver in business: invest heavily in the future while being judged quarter by quarter. Intel is now deep in that crucible, and for the first time in ...
TechSpot

Intel can't spin up 18A fast enough, so Intel 7 is now the new CPU bottleneck

TL;DR: Intel's next-generation 18A process, its most advanced manufacturing technology, is ramping up more slowly than expected. Until it reaches high-volume production, the company's heavily utilized ...
Seeking Alpha

Intel has an AI accelerator strategy. Here's what it is.

Intel (NASDAQ:INTC) has badly lagged behind Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO) when it comes to creating and mass-producing artificial intelligence accelerators, the ...