Here's Why Alphabet's TPU Acceleration Could Be A Breakout Catalyst For Intel [Seeking Alpha]
Intel Corporation (INTC)
Last intel corporation earnings: 4/23 04:07 pm
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Source: Seeking Alpha
is inadvertently strengthening the commercial relevance of Intel Corporation's custom ASIC and Foundry strategy. INTC Foundry could secure new business, as Google and other hyperscalers seeks to diversify manufacturing of custom silicon beyond TSMC due to capacity constraints and advanced packaging needs. INTC Products' focus on custom ASICs and AI inference also aligns with industry demands for compute efficiency amid power constraints. Google TPUs' recent breakthrough could reinforce demand for this service. As external silicon demand expands beyond merchant GPUs, Google-adjacent custom AI opportunities could serve as a breakout catalyst for Intel, enhancing durability to the stock's ongoing recovery. JHVEPhoto/iStock Editorial via Getty Images Alphabet Inc.'s GOOG GOOGL ) introduction of its latest seventh generation Tensor Processing Unit, or TPU, “ Ironwood ,” in April has only just started to gain industry traction. This was primarily This article was written by An
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