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Intel 18A Yields, Micron's $1T Moment & Nvidia's $91B Warning
Audio is available on Spreaker — see link below.
Intel's 18A Xeon 6+ hits racks at Computex as Micron crosses $1 trillion on HBM margins — and Nvidia's $91B guidance comes with a supply chain catch. Six stories covering the structural shifts reshaping AI data centre infrastructure.
Audio is available on Spreaker — see link below.
Intel's first data center CPU built on its own eighteen-A process is shipping. That's not a roadmap slide anymore.
Intel isn't going it alone. The company announced a rackscale AI infrastructure partnership with SambaNova and Foxconn, combining Intel's CPUs with SambaNova's reconfigurable dataflow units and Foxconn's system integration capabilities.
Micron crossed one-point-zero-nine-five trillion dollars in market cap this week. That number matters less as a milestone and more as a statement about where AI infrastructure value is accumulating.
Jensen Huang has been direct about this. Supply bottlenecks in memory, optics, and final assembly may persist through fiscal twenty twenty-seven.
The Commerce Department has formally closed the subsidiary pathway that allowed Chinese-headquartered firms to source advanced AI chips through affiliates operating outside China. Those subsidiaries now require licenses for Nvidia and AMD processors.
Two supporting stories worth flagging. ASML posted ten-point-three billion dollars in Q one revenue at a fifty-three percent gross margin, with its EUV backlog exceeding forty-five billion euros.
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