Times of India | Intel bags big gains! Chipmaker's shares jump 26% on blockbuster results; how Trump admin benefits

AI generated summary, Read the full article for complete information.

Intel’s shares jumped 26.7% on Friday after the chipmaker posted a first‑quarter revenue of $13.58 billion—well above the $12.3 billion forecast—and adjusted earnings of $0.29 per share, far surpassing expectations. The surge was driven by strong demand for its Data Centre and AI division, which generated $5.05 billion in revenue, up 22.4% year‑on‑year, thanks to robust sales of Xeon 6 processors and Gaudi 3 AI accelerators. CEO Lip‑Bu Tan credited a broader shift toward AI‑driven inference and agentic models for the growth. Intel also gave an optimistic outlook for Q2, projecting revenue of $13.8–$14.8 billion, beating analysts’ estimates. The rally reflects the impact of a 2025 U.S. government investment—when the Trump administration bought a 9.9% stake for $8.9 billion to stabilize the company—turning a near‑bankrupt situation into a near‑300% gain for the administration.

Read more: https://timesofindia.indiatimes.com/business/international-business/intel-bags-big-gains-chipmakers-shares-jump-26-on-blockbuster-results-how-trump-admin-benefits/articleshow/130498728.cms

#Intel #Trumpadministration #datacentre #Xeon6 #Gaudi3 #Lip‑BuTan #Trump

AI generated summary, Read the full article for complete information.

AI servers are running out of memory and SK hynix just pushed the limit

https://fed.brid.gy/r/https://nerds.xyz/2025/12/sk-hynix-256gb-ddr5-ai-servers/

Battle of the giants: Nvidia #Blackwell B200 takes the lead in FluidX3D CFD performance

#Nvidia #B200 just launched, and I'm one of the first people to benchmark 8x B200 via Shadeform, in a WhiteFiber server with 2x #Intel #Xeon6 6960P 72-core CPUs. 🖖😋

8x Nvidia B200 go head-to-head with 8x #AMD #MI300X in the #FluidX3D #CFD benchmark, winning overall (with FP16S storage) at 219300 MLUPs/s (~17TB/s combined VRAM bandwidth), but losing in FP32 & FP16C storage. 8x MI300X achieve 204924 MLUPs/s.