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Stop Buying Intel. You’ve Missed the Train. Buy This Instead
24/7 Wall St.89d agoneutral
Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)
InvestorsHub89d agobullish
Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

Intel encourages wider adoption of processors built on 18A technologyIntel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday. According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China a

Nvidia's outlook will be a test of its strategy to maintain AI dominance
Reuters89d agoneutral
Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.