Custom chip work now spans all four big US cloud companies

“We are basically the Switzerland of this entire market right now, we work with everybody.”

“AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027”

“On the earnings call, Murphy put the company's new revenue outlook for fiscal 2027 at about $12 billion, compared with the previous about $11.5 billion. He also raised the outlook for…”

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”