Nvidia has beaten estimates and lifted guidance again, but the shares slipped on questions about AI’s durability.
Browsing: Intel
The economics of desktop computing have, for the first time in the PC’s long history, been broken by the data centre.
Intel’s Panther Lake and its 18A manufacturing node have put the US chip maker back in the fight with Apple and AMD.
Soaring demand for AI inference workloads has seen Intel selling stockpiled CPUs once written off entirely.
ASML has ambitious plans to capture more of the rapidly growing market for AI chips.
Intel has warned it can’t meet AI data centre demand, forecasting weaker results and sending shares sharply lower.
Physical AI dominated CES this week, yet questions persist over affordability, usefulness and mass market demand.
Nvidia and AMD have unveiled their latest AI chips, promising big performance gains as competition intensifies.
Intel has launched Panther Lake as it seeks to reassure investors about the first product made using its 18A process.
Intel’s latest results mark a turning point for a company that has struggled to maintain relevance in the face of fierce competition.