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Intel's 24% Rally, Tesla's Foundry Bet & the CPU Renaissance | Ep. 1
Audio is available on Spreaker — see link below.
Intel surges 24% on blowout earnings as Tesla commits to the 14A node — the first major external foundry win in Intel's history. Plus: AMD doubles its server CPU forecast, Google splits TPU 8 into training and inference variants, and TSMC crosses $2 trillion in market cap.
Audio is available on Spreaker — see link below.
Intel jumped twenty-four percent in a single session on April twenty-fourth. That's the strongest single-day gain the company has seen in decades, and it's worth taking seriously, not just as a number, but as a signal about what the market thinks is changing in AI hardware.
Here's what gave the earnings extra weight. Tesla committed to Intel's upcoming fourteen-A node for its Terafab AI chip complex in Texas.
The broader story running underneath Intel's quarter is structural. The AI infrastructure stack is changing shape.
Google formalised something this cycle that the rest of the industry has been moving toward implicitly. The TPU eight generation is now split into two distinct variants: the eight-t for training, delivering three times faster throughput, and the eight-i for inference, offering eighty percent better performance per dollar.
TSMC crossed two trillion dollars in market cap, up one hundred and four percent over twelve months. Foundry dominance in AI is fully priced in at this point.
Back to the core question. Intel at a forward P/E above eighty is pricing in execution that hasn't happened yet.
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