$INTC

Nvidia (NVDA) reported Q2 fiscal 2027 revenue of $96.2B, up 106% YoY, driven by data center demand. It expects $20B in server CPU revenue in 2026, competing with AMD (AMD) and Intel (INTC). Nvidia's Vera CPU, based on Arm architecture, is gaining traction. AMD and Intel reported data center revenue growth of 107% and 59% YoY, respectively. Nvidia's expansion into server CPUs may impact AMD and Intel's market share.

Nvidia's $5 billion investment in Intel has gained $25 billion in value by June 2026, according to SEC filings. The companies plan to collaborate on custom CPUs and system-on-chips. Intel reported a $2.089 billion operating loss in Q2 2026 but saw a 25% revenue increase. Hedge funds increased stakes in both companies, with Nvidia held by 285 funds and Intel by 138.

Advantech launched the ASMB-808 workstation motherboard for Intel Xeon 600 processors, supporting up to 350W TDP and seven PCIe Gen 5 slots. It pairs with up to four Intel Arc Pro B70 GPUs, offering AI and professional workload capabilities. The board is in mass production and available for order, targeting AI and high-performance computing applications.

AMD (AMD) reported 107% year-over-year data center revenue growth, with $6.72B in data center revenue, 58% of total revenue. Intel (INTC) saw 59% growth in its DCAI segment, but faces foundry losses. AMD's gross margin was 56% vs. Intel's 41.8%. AMD gained x86 server share and secured AI accelerator deals, guiding Q3 revenue at ~$13B. Intel aims to start 14A production in 2H 2027.

Nvidia, known for AI data centers, has invested $63.4B, with 75% in Intel and SpaceX. Intel investment, at $23.28/share, is now worth $30B. SpaceX stake, from xAI investment, is valued at $21B. Intel's partnership aids its turnaround, while SpaceX's future is uncertain due to losses.

Intel (INTC) stock has surged from $24 to $89 in a year, though it has fallen 38% from its June high. Q2 revenue rose 25% YoY to $16.1B, with data center/AI revenue up 59%. Foundry revenue grew 31% but remains reliant on internal demand. Intel forecasts Q3 revenue between $15.8B and $16.8B. Future stock performance hinges on foundry customer wins, earnings growth, and share count.

Intel (INTC) reported Q2 2026 earnings with revenue of $16.1B, up 25.4% YoY, and adjusted EPS of $0.42, beating estimates. The stock is down 37.1% from its 52-week high but up 259.1% over the past year, outperforming the XLK ETF. Analysts have a 'Hold' consensus with a mean price target of $113.87.

Acer unveiled compact AI-focused mini desktops at IFA 2026, including the Veriton RI110 with Intel Core Ultra X7 and Arc B390 graphics, and the SFF RTX Spark with NVIDIA's RTX Spark superchip. The Veriton RI110 supports AI models with up to 120B parameters, 96GB memory, and 4TB storage, launching in late 2026. The SFF RTX Spark features a 6,144-core Blackwell RTX GPU and 20-core Grace CPU, with no release details yet.

TSMC has scaled its hybrid bonding technology to 6 microns, with plans to reach 4.5 microns by 2029. Intel and AMD have adopted hybrid bonding in their chips. However, HBM4 memory will use older microbump technology, delaying hybrid bonding's use in memory until HBM4E and HBM5. TSMC and Intel are leading in hybrid bonding, with TSMC's SoIC platform in high volume and Intel's Foveros Direct in production. SK hynix, Micron, and Samsung are investing in packaging capacity for future hybrid bonding

Acer launched the Swift Blade 14, claimed to be the lightest 14-inch laptop at 799 grams. It features Intel Core Series 3 processors, 12 GB RAM, up to 1 TB storage, and a 3K OLED display. Acer used carbon-fiber and magnesium-aluminum alloy for the design. Pricing is not yet announced but is expected to be around $1200 for the top configuration, according to the company.