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Intel +12%, AMD +107% & Google's TPU Goes Merchant | AI Hardware Briefing
Audio is available on Spreaker — see link below.
Intel surges on Meta-driven CPU demand, AMD posts monster hyperscaler numbers, and Google opens TPU v8 to external cloud customers. Plus: Senate export control bills stall and Chinese AI models take root in emerging markets.
Audio is available on Spreaker — see link below.
Intel's stock jumped twelve point one percent this week, and the company doing the heavy lifting wasn't Nvidia. It was Meta.
AMD is making the same case from a different angle. Data center revenue surged one hundred and seven percent year on year to six point seven billion dollars, driven by Instinct accelerators and EPYC server wins with hyperscalers including Meta.
The other development worth watching is Google. TPU version eight is now being sold to external cloud customers, a meaningful strategic shift from Google's previous internal-only deployment model.
TSMC gained two point five percent after analysts raised the fiscal year twenty twenty-six earnings-per-share forecast to sixteen point seventy-eight and fiscal year twenty twenty-seven to twenty one point ninety-one. The underlying driver is sustained AI accelerator demand.
On policy, three bipartisan AI chip export control bills remain stalled in the National Defense Authorization Act. The proposals include location-tracking requirements, allied supplier equipment controls, and an eighteen-month ban on the most powerful AI chips to adversaries.
Away from the Washington dynamic, Chinese open-weight models are quietly gaining infrastructure-layer status in emerging markets. Alibaba's Qwen and Huawei's hardware are now underpinning a two hundred and fifty-one million dollar supercomputer project in Brazil.
The near-term signals worth tracking are specific. Can Intel sustain data center revenue growth as Muse scales, or does this quarter reflect a one-time pull-forward?
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