IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score: 22

Higgsfield Closes $400M at $5.4B Valuation With DST, Goldman, Liberty Global, Intel

ft.com · 2026-08-16 · Score: 23

Nvidia's Q2 13F Reveals $21B SpaceX Stake and $30B Intel Position, Two Chip-Exclusive Customers

fortune.com · 2026-08-15 · Score: 26

Intel Upsizes Share Sale to $20B on $100B+ Investor Demand, Bloomberg Says

bloomberg.com · 2026-08-10 · Score: 22

Intel Launches $15B Common Stock Offering, Citing AI Compute Demand and Purpose-Built Silicon Push

newsroom.intel.com · 2026-08-10 · Score: 27

CNN: California, Oregon, Washington Tied for #2 US Unemployment at 5.2% as AI-Driven Hiring Slowdown Bites West Coast

cnn.com · 2026-08-08 · Score: 22

SoftBank Q1 Net Profit Beats on $8.2B Intel Windfall and $2.2B ByteDance Markup

cnbc.com · 2026-08-06 · Score: 17

FT: Intel's Turnaround Under Lip-Bu Tan Buoyed by AI-Driven CPU Demand, After Arm Data-Center Chip Deal Fell Through in 2024

ft.com · 2026-08-05 · Score: 20

Lam Research Jumps 18% for Best Day Since 1999 on AI-Driven Beat, Micron and Sandisk Also Surge

cnbc.com · 2026-07-30 · Score: 17

TSMC Pilots CoPoS Rectangular-Panel Packaging to Blunt Intel's EMIB and Break AI-Chip Capacity Ceiling

theinformation.com · 2026-07-30 · Score: 23

ALERT Intel and Fortinet Co-Develop Security Processor 6 on Intel 4, Fortinet First Named External Customer for the Node

newsroom.intel.com · 2026-07-21 · Score: 29

Intel Deploys Google Cloud's Gemini Enterprise Across Global Workforce, Adds Agentic Workflows to Chip Design

newsroom.intel.com · 2026-07-17 · Score: 20

WSJ: Sources Detail Trump Admin's Heavy-Handed Intervention to Aid Intel — Pushed Apple to Use Intel's Fabs, Lutnick Repeatedly Met With Cook, Musk, Huang

wsj.com · 2026-07-10 · Score: 22

Semiconductor Selloff Wipes ~$1.3T in a Week as AI-Capex-Sustainability Fears Grip Chip Sector — Philly Semi Index -10.8%, Intel -20%+, Micron -13%, AMD -7% by July 8 Close

forbes.com · 2026-07-08 · Score: 22

Nikkei Asia: AI Data Center Boom Reshapes Global CPU Battle — Nvidia, Qualcomm, MediaTek Now Squeezing Intel and AMD

asia.nikkei.com · 2026-07-08 · Score: 20

Intel Promises SpaceX and Apple a 14A Process Design Toolkit This Fall Before Final Foundry Commitments

nytimes.com · 2026-06-26 · Score: 22

SambaNova in Talks to Raise $800M–$1B at ~$10B Valuation, Five-Fold Increase From February's $2B Round

theinformation.com · 2026-06-24 · Score: 23

xLight in Talks to Raise $350M Led by Boardman Bay and Bain Capital for EUV Free-Electron Laser Targeting ASML's Semiconductor Lithography Monopoly

theinformation.com · 2026-06-23 · Score: 21

Trump Announces Apple-Intel US Chip Manufacturing Partnership; Intel Stock Surges 10.5% on Agreement Neither Company Confirms

CBS News · 2026-06-18 · Score: 19

Microsoft Unveils MRC Open Networking Protocol for AI at Build 2026, Co-Developed with AMD, Broadcom, Intel, NVIDIA, and OpenAI

TechCrunch · 2026-06-03 · Score: 21

Intel Launches Crescent Island AI GPU at Computex 2026 — Up to 480GB LPDDR5X Memory, Xe3P Architecture Purpose-Built for Agentic AI Inference

tomshardware.com · 2026-06-01 · Score: 25

Intel Launches Xeon 6+ 'Clearwater Forest' at Computex — First 18A Data Center CPU, 288 Cores, Claims 30% Per-Thread Lead Over AMD EPYC

tomshardware.com · 2026-06-01 · Score: 21

New 3D Silicon Chip Breakthrough Could Extend Moore's Law for Years

sciencedaily.com · 2026-05-30 · Score: 24

Analyst Says Nvidia On Track to Capture Two-Thirds of x86 Server CPU Market From Intel and AMD — 4 Million Vera CPUs Projected for FY2027 at $20B Revenue

tomshardware.com · 2026-05-23 · Score: 21

ALERT Foxconn Confirms Nitrogen Ransomware Attack on North American Plants — Apple, Nvidia, Google, Intel Data Allegedly Stolen in 8TB Breach

theregister.com · 2026-05-12 · Score: 33

AI Chip Stocks Suffer Worst Single-Day Selloff of 2026 — Qualcomm -11%, Intel -8%, Semiconductor ETF -5% as Hot CPI and Iran Oil Spike Trigger Risk-Off Move

cnbc.com · 2026-05-12 · Score: 23

ALERT Apple and Intel Reach Preliminary Chip-Making Deal, WSJ Reports; Intel Stock Surges 15%

cnbc.com · 2026-05-08 · Score: 28

CNBC: Wall Street Sees 'Changing of the Guard in AI' as AMD, Intel, and Micron Surge While Nvidia Relatively Lags in 2026

cnbc.com · 2026-05-08 · Score: 24

ALERT OpenAI and Partners Release MRC Open Networking Protocol for AI Training Clusters via Open Compute Project

openai.com · 2026-05-06 · Score: 29

Motherboard Sales Collapse More Than 25% as Chipmakers Redirect Capacity to AI, Strangle Enthusiast PC Market

tomshardware.com · 2026-05-07 · Score: 25

Apple in Early Talks With Intel and Samsung to Build US-Made Chips as AI Data Center Demand Strains TSMC Capacity

macrumors.com · 2026-05-05 · Score: 25

US government's Intel stake quadruples to $36B after CHIPS Act conversion and AI-fueled earnings beat

Bloomberg · 2026-04-24 · Score: 24

ALERT Musk reveals Tesla Terafab will use Intel's 14A process for AI chips, making Intel's first major foundry customer

The Register · 2026-04-23 · Score: 30

Intel stock surges 16% after Q1 earnings beat as AI data center revenue jumps 22%

CNBC · 2026-04-23 · Score: 25

Intel

Mention Trend — Last 20 Issues

Live Stories (34)

Newsletter Issues (1)