Explore Intel’s many competitors, which include niche companies and larger companies that compete in multiple segments.
Intel has managed to build a near-monopoly in the server chip market during the past few years. Competitor AMD has largely become irrelevant, claiming a low-single digit share at best, and Intel's x86 ...
While Intel, AMD, and Nvidia focus on performance and AI training, IBM doubles down on reliability, cyber defense, and AI inference, appealing to regulated sectors and risk-sensitive enterprises. With ...
Intel has improved its balance sheet with multiple deals, and the stock has more than doubled. IBM's AI and quantum computing strategies look promising. While the broader stock market is looking ...
Nvidia's AI boom is driving demand beyond LLMs, putting infrastructure ???pick-and-shovel??? plays in focus as the real AI ...
When Bruce Springsteen sang “I was born in the U.S.A.” in the catchy chorus of his 1984 hit song, he probably didn’t think that the sentiment would relate to tech companies… or semiconductor chips… or ...
One is Ben Reitzes, an analyst at Melius Research, who upgraded Marvell Technology and Intel to Buy from Hold and assigning ...
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