DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, Intel
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Intel posts fastest YoY growth since 2011, with Q2 2026 revenue totaling $16.1bn
Chipmaker’s data center segment once again posted strongest growth, while Intel Foundry continues to operate at a loss
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ASML posts Q2 net sales of €9.3bn, reveals Intel Panther Lake chip deal
Company’s CEO says strength of sales has led ASML to look into increasing EUV capacity over next two years
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Strong data center growth helps Intel post Q1 revenue of $13.6bn
Shares in the company rose 20 percent after results were published
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Google commits to multiyear Intel CPU deployments, will collaborate with chipmaker on custom IPU development
Financial terms of agreement have not been shared
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Intel repurchases 49 percent stake in Ireland’s Fab 34 for $14.2bn
Apollo Global Management acquired the stake in 2024 for $11.2bn
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UK gov’t to invest £45m in Sunrise supercomputer to accelerate advancements in fusion energy
AMD-powered system will deliver 6.76 exaflops of AI compute power when deployed
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SambaNova unveils SN50 AI chip, Intel partnership, and $350m fundraise
Chip will support agentic AI workloads, with SoftBank named as first customer for new hardware offering
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Intel reports $600m net loss in Q4 2025, admits to misjudging data center CPU demand
Intel CFO said that although chipmaker expected core counts to increase, “unit volumes were not”
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SambaNova seeking $500m in funding after acquisition talks with Intel stall – report
Intel was reportedly mulling a $1.6bn acquisition of the AI solution provider as recently as last month
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Intel to invest $208m in Malaysian chip industry, according to Prime Minister Anwar Ibrahim
Unclear how money will be spent
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Intel in talks with SambaNova about possible acquisition – report
Discussions still in early stages, and sale not guaranteed
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Intel Q3 financial results beat expectations, but chip firm warns of challenges ahead
Data center business flat, Foundry still seeks big customer
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AMD latest company tapped by Intel for potential investment – report
Follows reports chipmaker has engaged in similar talks with Apple
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Intel in talks with Apple about potential investment – report
Struggling chipmaker has already secured backing from SoftBank and Nvidia in effort to reverse its fortunes
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Nvidia to invest $5bn in Intel, companies will develop custom CPUs together
Will work to connect chip architectures using Nvidia’s NVLink technology
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US gov’t to take extra 5% stake in Intel should chipmaker sell majority stake in its foundry business
The clause forms part of the recent agreement signed by the two
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US government takes 10% stake in Intel
Intel CEO agrees to $8.9bn deal... after recent Trump calls for his resignation
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Trump administration looking to reallocate $2bn in CHIPS Act funds to support critical minerals sector - report
As White House official says government is not looking for equity share in TSMC or Micron
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US gov’t explores equity stakes in Intel and others to receive CHIPS Act funds
Commerce secretary says any such agreement would not see the government interfere with running of companies
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SoftBank to invest $2bn in Intel as US gov’t continues to mull plans to take its own stake
Investment will make SoftBank fifth-biggest shareholder in Intel
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Trump admin in discussions about US gov’t taking a stake in Intel – report
Sources says plans are still fluid, however, and a deal might not be reached
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Intel shutters European fab construction, mulls 14A cancellation, and announces more job cuts amid losses
Company posted a net loss of $2.9 billion on $12.9bn in flat quarterly revenue
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Intel and SoftBank partner for low-power stacked DRAM offering
Companies operating under the newly-formed Saimemory brand
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Intel considering sale of its Networking and Edge Group – report
Segment no longer aligns with new CEO’s strategy
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Intel posts flat Q1 2025 revenue, reduces capex and says expect job cuts in Q2
CEO Lip-Bu Tan wants to return Intel to its engineering roots
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Intel sells 51% stake in Altera to Silver Lake for $8.75bn
Intel first acquired the FPGA chip company in 2015 for $16.7bn
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TSMC and Intel discuss preliminary agreement regarding proposed foundry JV - report
Deal could see TSMC take 20 percent stake in Intel’s foundry operations
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TSMC proposes JV with chip firms to share ownership of Intel’s foundry division - report
Nvidia, AMD, Qualcomm, and Broadcom have all been approached, sources claim