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Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St.107d agoneutral
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials

Google has selected Intel to manufacture more than 3,000,000 tensor processing units, with production targeted for 2028. The order represents Intel Foundry's largest external manufacturing commitment to date for advanced AI chips. Nvidia is running early trials on Intel's 18A process and packaging technology for potential future GPUs. Intel (NasdaqGS:INTC) is drawing fresh attention after securing a large AI chip manufacturing order from Alphabet's Google, alongside early process trials...

Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.107d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS