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Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-24 Yahoo Finance UK

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' Rishabh Mishra Fri, 24 July 2026 at 1:10 am GMT-7 3 min read INTC -2.33% FTNT -2.26% Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced man

AI chips Custom silicon Intel Capital expenditure Compute demand x86 architecture Semiconductor manufacturing ASIC business

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' - Yahoo Finance

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finance.yahoo.com 2026-07-24 Yahoo Finance

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' Rishabh Mishra Fri, July 24, 2026 at 1:10 AM PDT 3 min read INTC -2.33% Trade Intel on Coinbase Trading disclosure Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 comput

AI Chip Custom Silicon Intel Capital Expenditure Artificial Intelligence Semiconductor Industry x86 Architecture Manufacturing Capability

CAS Space Lijian-1 Y15 Deploys 5 Satellites With Intelligent Computing Payloads as Monthly Launch Cadence Accelerates - Pandaily

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pandaily.com 2026-07-24 Pandaily

categories.technology CAS Space Lijian-1 Y15 Deploys 5 Satellites With Intelligent Computing Payloads as Monthly Launch Cadence Accelerates Published: July 24, 2026 Reading Time: 2 min read Want to read in a language you're more familiar with? CAS Space Lijian-1 rocket completes 15th flight with 110 satellites launched; payload includes MUSA GPU-powered AI computing satellite and first commercia

Satellite Launch Intelligent Computing Commercial Aerospace China Aerospace AI Satellite Space Computing Satellite Internet Space Debris Monitoring

AMD unveils Helios rack-scale AI platform to target hyperscale buildouts

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digitimes.com 2026-07-24

AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers. The system is designed to boost compute density, lower deployment complexity, and offer an open alternative to competing rack-scale architectures for training and inference worldwide.

Amkor, Nvidia widen AI packaging partnership as US capacity expands

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digitimes.com 2026-07-24

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. The agreement includes a prepayment from Nvidia to support expanded US capacity, highlighting how global demand for AI infrastructure is reshaping supply chains and manufacturing priorities worldwide.

Apple prepares sweeping Mac refresh, betting on AI-driven demand

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digitimes.com 2026-07-24

Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model are expected to roll out between this fall and next year.

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

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digitimes.com 2026-07-24

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind it will prove, with the sharpest disagreement now centering on the still-unprofitable foundry business and a valuation that has already more than tripled this year.

AMD splits next-generation data center GPUs for specialized AI demand

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digitimes.com 2026-07-24

AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the move signals how AI infrastructure is becoming more specialized, with implications for cloud builders, governments, researchers, and supercomputing operators worldwide.

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

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digitimes.com 2026-07-24

Wistron's opening of its D1 AI smart factory inFort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support the first US mass production of Nvidia GB300 compute boards, a development with far-reaching implications for Taiwan, the US and the global AI industry.

AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center

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digitimes.com 2026-07-24

AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and high-performance computing. The launch suggests CPUs may continue to gain importance even as much of the market remains focused on GPUs.

The Future of Digital Health Starts Here | Infineon - Embedded Computing Design

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embeddedcomputing.com 2026-07-24 Embedded Computing Design

AI memory shortage is now increasing the price of cars

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tomshardware.com 2026-07-23 Jowi Morales

The impact of the memory chip shortage is going beyond computers and consumer electronics.

AI chips memory shortage automotive industry DRAM demand automotive intelligence semiconductor supply chain chip price increase automotive manufacturers

Kill switches for most powerful AI models proposed by Bipartisan bill

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tomshardware.com 2026-07-23 Luke James

The bill amends the Homeland Security Act and covers companies earning at least $500 million in annual revenue from a model trained with compute costing more than $100 million.

AI Regulation Artificial Intelligence Safety Legislative Proposal Data Security US Congress AI Model Control National Security Technology Ethics

Vertiv Infrastructure Helps Bring NVIDIA AI Computing Capability to the Naval Postgraduate School - PR Newswire

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www.prnewswire.com 2026-07-23 PR Newswire

Vertiv Infrastructure Helps Bring NVIDIA AI Computing Capability to the Naval Postgraduate School - Yahoo Finance

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finance.yahoo.com 2026-07-23 Yahoo Finance

Nvidia CEO discusses AI future at D-FW supercomputer facility - Dallas News

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www.dallasnews.com 2026-07-23 Dallas News

Nvidia-powered AI supercomputer goes live at Naval Postgraduate School in California - Data Center Dynamics

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