Intel

Its data center chip sales to hyperscalers like AWS and Google dropped 20 percent in the second quarter.

To convince Mubadala to sell, Intel would need to embark on its largest takeover to date and offer a price that captures the future upside for the business.

Says "additional validation time" is needed "given the breadth of enhancements in Sapphire Rapids" Xeon processor.

Pat Gelsinger says he doesn't expect the industry to get to a "healthy supply-demand situation until '23."

Its strategy now is to emphasize customizability and optimization for high-performance processor cores – convenient if you may be acquired by Nvidia.

The latest results are a sign it’s losing market share to rivals and customers who are designing their own components.

“We believe we’re headed for the biggest build-out of technology infrastructure in human history.”