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What Investors Keep Asking About NVDA
Trefis74d agoneutral
What Investors Keep Asking About NVDA

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Intel announces $5.7 billion capital investment at Irish manufacturing hub
Reuters74d agoneutral
Intel announces $5.7 billion capital investment at Irish manufacturing hub

Intel has begun a €5 billion ($5.7 billion) capital investment at its Irish campus ‌to expand its manufacturing output in Europe and ‌meet growing global demand for AI and high-performance computing, the U.S. chipmaker ​said on Monday. Intel said the move would maximize capacity at its European manufacturing base in Leixlip outside Dublin, expanding current production output, advancing research and development activities and utilising ‌capacity across existing cleanroom ⁠space. Intel is one of the key multinationals in Ireland's foreign investment-focused economy, having already invested €30 ⁠billion in the country since 1989, more than half of which was spent between 2019 and 2023 to double ​capacity at ​the plant in order to ​produce the company's most ‌advanced process technologies.

Bloomberg74d agoneutral
Intel Invests €5 Billion in Irish Hub to Keep Up in AI Chip Race

(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor

Intel’s Insiders
The Wall Street Journal75d agoneutral
Intel’s Insiders

Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.

Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits
Simply Wall St.76d agoneutral
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits

Intel is increasing prices on key server and laptop CPUs as demand for its server chips exceeds available supply. The company is currently negotiating longer term pricing and volume agreements with customers. This move is tied to rising AI infrastructure demand that is straining industry supply chains. Intel, ticker NasdaqGS:INTC, is making this pricing move with its shares around $109.84 after a very large 1 year return and a 178.9% gain year to date. Those gains come despite the stock...