Intel shares fall about 28%, cutting $12B from US stake
Intel guided fourth-quarter revenue of $15 billion to $16 billion, below about $17 billion expected, and a 37% margin.
Intel guided fourth-quarter revenue of $15 billion to $16 billion, below about $17 billion expected, and a 37% margin.
TSMC’s Arizona complex uses nearly 5 million gallons a day, while some hyperscale sites use about 1.5 million.
Three fabs already run around the clock, a fourth is coming online, and a paused fifth fab restarted after the AI boom.
Microsoft unveiled Maia 300, an in-house chip planned as Azure's primary AI inference system in 2027.
OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.
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