Intel reports Q3 revenue up 3% YoY to $13.7B, vs. $13.2B est., and net income of $4.1B, vs. a net loss of $16.6B in Q3 2024; INTC jumps 7%+
Intel reported better-than-expected revenue on Thursday, signaling that demand for its core x86 processors for PCs has recovered. The stock jumped 6% in extended trading.
Intel cancelled planned fab projects in Germany and Poland, and will consolidate its testing and assembly operations in Vietnam and Malaysia
Intel reported second-quarter results on Thursday that beat Wall Street expectations on revenue, as the company's new CEO Lip-Bu Tan announced significant cuts in chip factory cons...
Dell rebrands its PCs as Dell, Dell Pro, and Dell Pro Max, each with Base, Plus, and Premium tiers, killing names like XPS, Inspiron, Latitude, and Precision
someone came to me with “I heard it is discontinued, can you help me choosing a new laptop?” — what actually happened: they saw in the news that Windows XP was being discontinued...
Intel and AMD forge an x86 ecosystem advisory group to ensure a unified x86 instruction set architecture moving forward, amid competition from Arm and RISC-V
including @Microsoft, @Dell, @Lenovo and @HP—are joining their new advisory group to “shape the future of x86 and foster developer innovation.” https://www.crn.com/... @CRN Mark Ru...
Intel and AMD forge an x86 ecosystem advisory group to ensure a unified x86 instruction set architecture moving forward, amid competition from Arm and RISC-V
including @Microsoft, @Dell, @Lenovo and @HP—are joining their new advisory group to “shape the future of x86 and foster developer innovation.” https://www.crn.com/... @CRN Mark Ru...
Sources: the US DOJ sent subpoenas to Nvidia and others, seeking evidence that Nvidia violated antitrust laws by making it harder to switch suppliers and more
- Department also sent subpoenas to third parties in case — Nvidia has built a dominant position in AI computing
AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025
chipmaker strengthens AI ecosystem with ZT Systems' expertise in server design Josh Norem / ExtremeTech : AMD Acquires AI Infrastructure Company ZT Systems for $4.9 Billion Diana G...
Arm closed up 47.89% after issuing a strong profit forecast, adding ~$38B to its market cap, with $34B+ of that accruing to SoftBank, which owns 90% of Arm
Sources: Nvidia has begun designing ARM CPUs for Windows PCs, and AMD also plans to build ARM chips; source: Nvidia and AMD could start selling them in 2025
Nvidia (NVDA.O) dominates the market for artificial intelligence computing chips. Now it is coming after Intel's longtime stronghold of personal computers.
Review of Intel Comet Lake Core i9-10900K, i7-10700K, i5-10600K CPUs: an iterative update pushing performance to new heights at the expense of power efficiency
Dr. Ian Cutress / AnandTech :
Experts reveal 13 alleged flaws in AMD Ryzen and EPYC chips, just 24 hours after showing AMD, that allow malware to be installed on secure portions of the chips
And Face Their Own Backlash Paul Alcorn / Tom's Hardware : Report Claims AMD Ryzen, EPYC CPUs Contain 13 Security Flaws (Updated) Viceroy Research : AMD - The Obituary — Viceroy ...