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."

It may become more than a SmartNIC. Whatever the IPU ends up becoming, it’s a clear step toward disaggregation, and a giant leap for the future formation of a componentized “Xeon Platform.”

The cloud provider’s benchmark data compares Ampere’s Arm chips with AMD Rome and Milan and Intel Skylake.

If Hynix gets signoffs from the remaining governments, it will cement its position as the largest Nand producer after Samsung.

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.”