Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end
Ian King /Bloomberg:
Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip production tech developed and deployed in the US
Ian King / Bloomberg :
Micron reports Q3 revenue up 82% YoY to $6.81B, vs. $6.67B est., a $332M net income, and forecasts Q4 revenue in line with est.; MU drops 6%+
but the stock slides Wajeeh Khan / Bitcoin Insider : Micron beats Street estimates in Q3 on continued AI demand Proactive : Micron 3Q earnings beat but shares tumble as revenue guidance fails to meet ...
Intel delays the construction of its $20B Ohio chip fabs amid a slow rollout of US government grant money; sources: the fabs are now set to finish in late 2026
‘Silicon Heartland’ factories were originally planned for 2025 Mariane Angela / The Daily Caller : Intel Delays $20 Billion US Investment Biden Touted As Key Win Benzinga : Intel Reportedly Delays $20...
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...
How Nvidia used the growing need for powerful GPUs in AI, self-driving cars, and data centers to rapidly expand, after missing out on smartphone chips
Ian King / Bloomberg : Tweets: @ericnewcomer , @ericnewcomer , @labboudles , and @mcbridesg Tweets: Eric Newcomer / @ericnewcomer : Nvidia net income 2012: $740.4M 2013: $611.3M 2014: $825.3M 2015: $...
Intel Says Not Dependent on PCs for Growth, Raises Dividend
Ian King / Bloomberg Business :