Analysts note that even with Nvidia's help, Intel has its challenges. And they see AMD as poised to benefit from an evolving AI landscape. AMD's shares fell more than 5% Thursday morning, but mostly recovered throughout the day. Advanced Micro Devices Inc ...

Nvidia is investing $5b in Intel and becoming a significant shareholder. The two companies plan to co develop AI chips and expand Intel’s role as a manufacturing partner. Nvidia is also deepening its AI data center ties with Meta and pushing into CPUs,

Nvidia, AMD, Palantir and Intel crashed today: Nasdaq plunged 300+ points as key AI and chip stocks sold off sharply. Nvidia fell over 3%, AMD dropped more than 15%, Palantir slid nearly 12% and Intel lost about 4%.

On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia..

Nvidia trades at 25x forward earnings compared to Intel at 61x and AMD at 33x despite superior margins and growth. The company reports $275B in backlog for 2026 with analysts expecting up to $412.5B in FY 2027 revenue. Bear case valuation suggests $178 per ...

TL;DR: NVIDIA and Intel announced a $5 billion partnership to develop the first x86 system-on-chip combining Intel CPUs with NVIDIA GeForce RTX graphics and NVLink technology. This collaboration targets data centers and the consumer PC market, promising to ...

Intel has been the beneficiary of recent financial investments, but a report indicates it's in talks to book AMD as a manufacturing customer Intel's stock was up 7.1% on Wednesday after a report that it could add AMD as a customer for its foundry.

Leo is just back from Vegas and he discusses some behind the scenes things from ces 2019. Briony meeting Kyle from BitWit and Steve from Gamersnexus, as well as shooting a lot of guns in Vegas ! He also talks about Nvidia RTX,

TL;DR: AMD remains confident in its disruptive roadmap despite Intel and NVIDIA's recent partnership to integrate GeForce RTX GPU chiplets into Intel processors. Highlighting its advanced Strix Halo APU, AMD aims to compete strongly in mobile x86 ...