Intel reported its strongest revenue growth in over 15 years, fueled by rising AI demand, better manufacturing yields, and improved pricing. The company raised capital expenditure plans due to long-term customer commitments, signaling demand-driven capacity expansion. Data Center revenue jumped 59%, and losses in Intel Foundry narrowed significantly. These factors, along with higher gross margins and better factory utilization, suggest Intel's earnings growth is increasingly driven by operating leverage rather than cost cuts.
Nvidia's latest AI chips deliver significantly higher performance than China's best, Huawei's Ascend 910C, which is less than half as powerful as Nvidia's three-year-old H200 chip. Nvidia has since advanced through multiple chip generations, with its...
Intel shares climbed 4% and other chip stocks like NVIDIA and AMD also rose, defying expectations that a strong jobs report and increased odds of a September Federal Reserve rate hike would hurt high-multiple tech stocks. The semiconductor sector out...
Nvidia's equity investments have surged to $99 billion as of July 26, up from $7 billion a year ago, reflecting its aggressive expansion in the AI sector. The company has invested heavily in frontier AI labs, cloud providers, and infrastructure firms...
Nvidia reported a remarkable 75% non-GAAP gross margin in Q2 FY27, maintaining strong pricing power despite supply chain challenges and massive scale. Revenue grew over 105% year-over-year, with data center sales hitting $89 billion in a single quart...
AMD reported a 107% year-over-year growth in its data center segment, driven by strong EPYC server CPU sales and key AI GPU deals with Anthropic and Microsoft. Meanwhile, Intel also grew revenue but faces margin pressure due to $2.1 billion losses in...
