Intel, NVIDIA and AMD
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Though AMD's server sector is raking in the money
INTC debuts Xeon 600 processors with major core, AI and connectivity upgrades as it targets growth in high-end workstation and AI computing.
Intel's next-gen 52-core Nova Lake CPUs rumored with up to 800W and beyond power usage, with only highest-end 900-series mobos to support full power.
Before Intel’s new Panther Lake chips busted through the door, laptops without discrete graphics had clear limits. Integrated graphics were fine for some things. Streaming videos or running older games?
Intel INTC stock: fell 1.3% to $46.18 Tuesday as Nvidia's expanding Meta data center deal and a Reduce consensus rating at $45.74 weighed on shares.
Blowout capital expenditures from Amazon and reports of CPU price hikes sent Intel back toward its yearly highs.
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To me, the biggest surprise of Intel’s earnings call wasn’t that Intel is selling out of its older chips. It’s that people are finally paying attention. For years, the mantra in the tech world has been, buy the latest and greatest. The newer, the better.
Intel (NasdaqGS:INTC) is experiencing server CPU shortages in China as AI infrastructure demand strains supply and extends delivery lead times. The tighter supply environment is linked with price increases for certain server processors in this key market.
Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,