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Google and Nvidia Consider Intel as Backup Chip Manufacturer: TSMC’s capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant ...
theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer

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Nvidia, AMD, Intel: Graphics cards are becoming scarce and almost unaffordable - | Golem.de
golem.de/news/nvidia-amd-intel-grafikkarten-werden-knapp-und-fast-unbezahlbar-2611-214790.html

Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD: TAIPEI/SHANGHAI -- Huawei on Thursday introduced more than 10 chipsets for artificial ...
asia.nikkei.com/business/tech/semiconductors/huawei-debuts-11-ai-related-chips-in-challenge-to-nvidia-intel-amd

Paid articlePaywallChip Stocks' Worst Month Ever Vs Software: Is the AI Trade Over? - Intel (NASDAQ:INTC), NVIDIA (NASDAQ:NV
benzinga.com/markets/tech/26/07/60521827/chip-stocks-worst-month-ever-against-software-ai-trade-cracking

SambaNova raised $1 billion at an $11 billion valuation as investors back Nvidia challengers
qz.com/sambanova-raises-1-billion-series-f-11-billion-valuation-070826

Intel’s Rumored 3 Million TPU Win For Google Gets Cold Water From JPMorgan, Which Calls It A ‘Storm In A Teacup’
wccftech.com/intels-rumored-3-million-tpu-win-for-google-gets-cold-water-from-jpmorgan-which-calls-it-a-storm-in-a-teacup/

Intel gains on report that Google will use it to make chips: Intel Corp. shares rose after it was reported that Alphabet Inc.’s Google will rely on it for AI ...
financialpost.com/technology/tech-news/intel-gains-google-ai-chips

Intel’s stock soars as the company’s ‘blue-chip roster’ of customers looks to be growing
marketwatch.com/story/intels-stock-soars-as-the-companys-blue-chip-roster-of-customers-looks-to-be-growing-264cd9d2
Paid articlePaywallIntel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options: Crescent Island is an air-cooled chip that uses LPDDR5 memory.
ft.com/content/3ca15070-c1c7-4ec2-9598-e36b7de47bc0

With new AI chip for computers, how Nvidia is now directly challenging Apple, Intel
indianexpress.com/article/explained/explained-sci-tech/nvidia-rtx-spark-ai-pc-chip-apple-intel-10719709/

Googlebook won’t be locked to Intel as Qualcomm and MediaTek join the AI laptop push
androidcentral.com/chromebooks-laptops/googlebook-wont-be-locked-to-intel-as-qualcomm-joins-the-ai-laptop-push

Intel stock hits all-time high on Apple chipmaking report: Apple is in early discussions with Intel and Samsung about producing processors for its devices in the ...
qz.com/intel-stock-all-time-high-apple-chipmaking-talks-050526

Google and Intel deepen AI infrastructure partnership: The two tech giants are looking to co-develop custom chips, at a time where demand for CPUs is high due to ...
techcrunch.com/2026/04/09/google-and-intel-deepen-ai-infrastructure-partnership/

China bans Nvidia, AMD, and Intel AI chips from state-funded data centers, orders removal from new builds
techspot.com/news/110153-china-bans-nvidia-amd-intel-ai-chips-state.html

OpenAI's recent chip deals heap more pressure on TSMC: No matter where OpenAI gets its chips from, there's only really one place they'll actually be made.
engadget.com/computing/openais-recent-chip-deals-heap-more-pressure-on-tsmc-130000194.html

Why AMD CEO Lisa Su is barely a billionaire despite 7,000% stock gain: Lisa Su has overseen a 7,000% rise in AMD shares as CEO, yet she has less than 1% of ...
businessinsider.com/amd-stock-lisa-su-wealth-ai-microchips-nvidia-jensen-billionaires-2025-10
OpinionIntel investment under fire—US officials respond: Washington backs move that some call risky. Here's what could happen to Intel’s stock next.
thestreet.com/investing/stocks/treasury-secretary-delivers-candid-take-on-us-buying-intel-stock

A timeline of the US semiconductor market in 2025: From leadership changes at legacy semiconductor companies to wishy washy policy around chip exports ...
techcrunch.com/2025/06/19/a-timeline-of-the-u-s-semiconductor-market-in-2025/

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