Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback - 24/7 Wall St.

Intel's stock surged 12% in early Monday trading, driven by a strategic alliance with Hitachi and speculation that Google and NVIDIA may rely on Intel's foundry for AI chip supply. This marks a signif... Read original →

Intel’s alliance with Hitachi isn’t just a market narrative—it’s an attempt to co-develop a ‘physical AI’ stack integrating edge-AI, quantum computing, and its 18A process tools. This pressures TSMC and Samsung to accelerate heterogeneous integration and cryo-CMOS roadmaps. Geopolitically, the U.S.-Japan push aims to reduce overreliance on Taiwan, China, yet Intel’s foundry still lacks cost-competitive yields for volume production. If Google and NVIDIA treat it merely as a backup, the current rally will fade once Q2 guidance reveals persistent foundry losses. Over the next 12–24 months, success hinges on turning 18A into a scalable, profitable platform—not just a demo. Without that, the 196% YTD surge risks becoming a valuation mirage.