Intel Stock Could Soar If This Nvidia Rumor Is True [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
The Intel 18A process node, which features multiple technological innovations and should challenge market leader TSMC in terms of performance and efficiency, is ready for production . The challenge now is to scale up and fill that capacity with new customer orders. According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia (NASDAQ: NVDA) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning over the largest fabless chip designer by revenue would be an enormous vote of confidence in Intel's foundry business. There are two compelling reasons why Nvidia may be keen on shifting some production from TSMC to Intel. First, the company is struggling to provide enough gaming GPUs to meet demand. Nvidia recently launched its RTX 50 series graphics cards, but supply has been extremely tight, leading to prices well above MSRP. Nvidia makes a lot more money selling data center GPUs aimed at AI workloads than it does from
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News
- SpaceX's Record IPO Plan Pushes Obscure Fund Into Spotlight [Yahoo! Finance Canada]Yahoo! Finance Canada
- MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia [MSNBC.com]MSNBC.com
- Ubitus Receives Major METI Investment Grant, Investing JPY 17 Billion to Build Japan's Top AI GPU Center [Yahoo! Finance]Yahoo! Finance
- Nvidia Stock: An Early Christmas Gift For Investors (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Prediction: These 2 AI Darlings Will Be Worth $5 Trillion or More in 2026 [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/17/25 - Form 4
- 12/15/25 - Form 144
- 12/12/25 - Form 4
- NVDA's page on the SEC website