Intel hosted an event, which was essentially the Intel Foundry coming out party.  It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…

Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU.  The event highlighted a turning point for Intel regarding product architecture and manufacturing.   Key Takeaways Intel emphasized its scale as one of the key reasons it will play a significant role in bringing AI to the edge…

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…