Noah Bovenizer
Noah Bovenizer is a reporter with The Stack. He previously covered the transportation sector for Global Data. He has a first class degree in journalism and has also worked as a newsreader for Gaydio.
Meta, Google and Microsoft all expect data centre and GPU spend to continue ramping up through 2026, though markets aren't sure about ROI.
A sprinkle of billion-dollar partnerships and a tightly controlled CapEx strategy could change Intel's fate.