Intel
Revenue is growing again, but supply troubles continue to hold revenue back.
+ Microsoft expands its deal with Mistral, Intel snags a new chip customer, and Microsoft admins finally catch a break.
Intel is searching for major Foundry customers after spending billions on new factories.
Hardware manufacturers are shipping specialised AI chips for everyone, from data centres to consumers.
"Strong pressure for local breakout to regional data centers close to large populations, so that personal agents do not incur transcontinental RTTs"
Intel's challenges will "take time and resolve" says CEO Lip-Bu Tan.
A sprinkle of billion-dollar partnerships and a tightly controlled CapEx strategy could change Intel's fate.