Intel forecast fourth-quarter revenue and margins above Wall Street estimates on Thursday, optimistic about a healthy rebound in personal computer sales, improvement in its data center business, and a growing lineup of customers seeking its manufacturing services.
Nvidia, if I had to hazard a guess
My guess is OpenAI + Microsoft want a proprietary LLM accelerator.
They’d just go with TSMC. No one takes an unnecessary risk like that on a first gen product.
I don’t think it’s mutually exclusive. I would be surprised if any of these 3 customers are using 18A exclusively.
Probably not (unless Intel is counting itself, lol) but for a theoretical first-gen entry into a highly competitive and time-sensitive market, I can’t see any sane company taking on a bunch more risk by using IFS vs TSMC. Hell, Intel itself seems to be using TSMC for all graphics/accelerators at least through 2025.