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Meta, NVIDIA and Intel

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Overview
Impacts
 · 18h · on MSN
Why Nvidia’s deal with Meta is an 'Intel killer,' according to this analyst
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.

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 · 14h
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 1d
Meta’s new deal with Nvidia buys up millions of AI chips
 · 20h
Nvidia in focus: Meta partnership expanded, Arm stake sold
Nvidia (NVDA) stock is in focus after the company announced a multiyear partnership with Meta (META), supplying the social media company with GPUs and CPUs.

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 · 23h
Nvidia, Arm Stocks Rise Following Meta Deal
 · 14h
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 18h
Nvidia, Meta stocks climb after expanded AI infrastructure pact; AMD down
The collaboration will involve Meta building hyperscale data centers optimized for AI training and inference, deploying millions of Nvidia Blackwell and Rubin GPUs along with Nvidia CPUs.

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 · 1d
Meta Will Buy Millions of Nvidia Chips for AI Build-Out
 · 18h
AMD Stock Slides as Meta Expands Nvidia AI Partnership
1hon MSN

Basic laptops aren’t supposed to do this. Intel’s new CPUs say otherwise

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?
TweakTown
8d

Intel shows off next-gen 'ZAM' memory prototype: new Z-angle architecture, next-gen performance

Intel joins forces with SoftBank and its subsidiary SAImemory on next-gen ZAM: Z-angle memory with memory design driven by power and thermal constraints.
Windows Report
9d

Intel Arrow Lake Refresh Details Emerge With Core Ultra 5 250K Plus And 270K Plus

Intel Arrow Lake Refresh upgrades Core Ultra 5 and 7 CPUs with more E-cores and larger L3 cache, skipping a full redesign.
Blockonomi
1d

Intel (INTC) Stock: Falls as Foundry Struggles and Weak Guidance Weigh on Shares

Intel (INTC) stock: fell 1.3% to $46.18 Tuesday as foundry losses, weak Q1 guidance and a Wall Street "Reduce" rating kept pressure on the chipmaker.
TweakTown
2d

Intel's high-end 900-series mobos only ones to handle 800W+ power of Intel Nova Lake CPUs

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.
12d

Why Intel Was Rallying Today

Blowout capital expenditures from Amazon and reports of CPU price hikes sent Intel back toward its yearly highs.
15d

Intel CEO Says There’s ‘No Relief’ on Memory Shortage Until 2028

Intel Corp. Chief Executive Officer Lip-Bu Tan said that the computer industry’s memory-chip shortage is likely to persist for at least two years.
DATAQUEST
4h

First look at ZAM: SAIMEMORY unveils memory to address thermal issues at Intel’s Japan event

SAIMEMORY—founded in December 2024, and officially launched in June 2025—is a joint venture between SoftBank, Intel, and the University of Tokyo.
11don MSN

Forget Intel: This GPU Powerhouse Could Turn the AI Compute Boom Into Market‑Beating Returns

Intel stock may have bounced back in 2025, but I'm betting on the chip industry's best in 2026.
9d

Intel's new Wi-Fi driver for Windows 10 and 11 brings new network features0 0

Intel has released a new Wi-Fi driver for Windows 10 and 11 with a new toggle that should help improve Wi-Fi connectivity.
17h

Dell Clears Out Intel Core i5 Laptop at an All-Time Low, Priced Like Refurbished but Brand New

You can buy the Dell 15 Laptop on Amazon for just $450, which is $150 off, or 25% off the original price of $600.

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