IntelBull
@IntelBull_
I invest in Tech Early in NVIDIA and Tesla -- bought it way before it was cool. Firm Intel bull—betting big as Lip‑Bu Tan steers Intel’s comeback 🚀
People often ask me if @intel is at a good entry point right now. Family and friends now realizing too late what I have been telling them for months… This is what I told them: if you have a 2–5 year time horizon, Intel may be the best risk-reward opportunity in the
$INTC Securing Key Patents for ZAM technology as HBM alternative.
$INTC "I am told companies will wait until PDK 1.0 for 14A since it has new technology including HNA-EUV. This makes complete sense to me and I trust Lip-BU will deliver on this." semiwiki.com/forum/threads/…
Looks like $DELL is all in on $INTC Panther Lake.
All eyes on the @intel corner at the #DellTechIndia booth. Dell & Intel together are bringing AI from the desk to the data center, with AI PCs alongside PowerEdge servers with Gaudi. Check it out. #IndiaAIImpactSummit #ResponsibleAI #Intel
$INTC NEWS: Intel Announces Company has Optimized 'OpenClaw' to Run More Securely and Cost Efficiently on Intel-based AI PCs OpenClaw runs more efficiently on Intel-based AI PCs thanks to new Intel Core Ultra Series 3 platform processors, which are designed to deliver high AI
NEWS: $INTC Intel and Rakuten partner to deploy next-gen, AI-native vRAN (virtualized radio access networks). Building on their long-standing cooperation in vRAN deployments using Intel Xeon processors, Rakuten Mobile and Intel are designing, testing, and scaling
The future of agentic AI isn’t cloud-only—it’s hybrid, efficient, and built on Intel. Learn more about the future of hybrid AI with Intel and @OpenClaw: ms.spr.ly/6016QpQm0
Lip-Bu Tan at a Cisco AI event said customers are coming to him for 18A Why now? There is a global cleanroom shortage Intel, however, has the most unused completed cleanroom space across the whole industry. Now with TSMC PDK quality Intel 18AP HVM Q4 26, Intel 18A-U HVM Q4 27
Heterogeneous infrastructure scales only if the software stack can keep pace. Open, adaptable software is essential to orchestrate CPUs, GPUs, and accelerators. Without it, heterogeneity turns into fragmentation. Watch to learn more.
Intel Products has alot of pricing power to claw back in desktop. Lip-Bu's confidence in Nova Lake is a good sign; healthy for margins. Taking share back will be easier Server side is going to take longer. Intel is lucky demand is off the charts, selling out non competitive CPUs
Tidbits from the x86 CPU market: - for every desktop CPU sold, there are 2.3 mobile CPUs - overall revenue of client CPUs is just 40% higher than for server CPUs - ASP of deskop CPUs is 30% higher for AMD - ASP of server CPUs is 74% higher for AMD ..... 3dcenter.org/news/die-markt…
open.substack.com/pub/intelliona… Diving into the upcoming 232 tariffs. How long is TSMC’s “approved construction period” going to be??? $INTC $TSM
Join a professional-grade Intel (INTC) research community with dedicated channels for every angle: **📰 intel-news-hub** — Curated news + sentiment analysis (3-day freshness filter) **💰 intel-market-data** — Live prices, technicals, short interest, position tracking **🎯
Damn, I’d love to see which fab they’re using to make these imaginary CPUs. If TSMC is at capacity, are they giving up on the consumer market?
AMD $AMD CEO Lisa Su: “Based on the strength of our EPYC and Instinct road maps, we are well positioned to grow Data Center segment revenue by more than 60% annually over the next 3 to 5 years and scale our AI business to tens of billions in annual revenue in 2027.” $NVDA
$INTC x $NVDA is going to do wonders. Don’t forget that Nvidia has equity stake in Intel. Nvidia and Jensen Huang already told you that they are “…going to be a major customer of Intel server CPUs. …In the future, we will buy x86 CPUs from Intel, and we would fuse it with
A rumor suggests Intel has roped in MediaTek’s Dimensity chips for its 14A process 🔗 wccf.tech/1jnh9
$INTC CEO on cimpute demand: "Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
Confident that Intel will meet data center CPUs demand in the second half of 2026. 🚀 Why? Because $INTC will have a server CPUs line up that AMD can only dream about. Supply constraints in China are so severe that Intel is raising server CPU prices by 10%+ with delivery
A 🧵 There is rampant misinformation going around on the $INTC & $AMD DC CPU lead times coming out of #China cos people don't understand how the semi biz works 1. $INTC still out ships $AMD on DC CPUs by revenue 🧵/1
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