While Intel, AMD, and Nvidia focus on performance and AI training, IBM doubles down on reliability, cyber defense, and AI ...

Reports have emerged that the company is mulling shifting away from the tech to better compete with rival TSMC.

Intel's Diamond Rapids Xeon CPUs bring 192 cores and PCIe 6.0 to 2026 data centers, but AMD's 256-core Epyc Venice looms ...

Intel can still turn itself around, but AI chips won't be a factor. Instead, the company will need to rely on its foundry business and its upcoming PC and server CPUs to carry it to the finish line.

Singh expects Tan to take a more modular and AI-driven approach to Intel’s server strategy, which could involve: Hybrid compute models, where x86 remains but AI acceleration plays a much larger ...

Intel’s CEO foundry pivot is more than a roadmap tweak; it’s a complete strategic reset. Tan’s decision to leave 18A for ...

Over the last four years, the company has poured more than $90 billion into capital expenditures aimed at expanding its foundry operations ...

Granted, "the whole x86 server market has been under pressure," said Bernstein Research analyst Stacy Rasgon, referring to the industry standard processor technology designed by Intel.

Expanding on its AI strategy, Intel introduced new deployment options for Intel Gaudi 3 AI accelerators: Intel Gaudi 3 PCIe cards support scalable AI inferencing within existing data center server ...

Intel explains why it sees “huge” AI opportunities for its new Xeon 6900P processors, whether it’s for CPU-based inferencing or serving as the head node for an Nvidia-accelerated system.

Intel’s mooted plan to push key foundry work from its coming 18A manufacturing node to a later 14A process would not meaningfully affect earnings over the next two years, Morgan Stanley said, saying ...