Locator: 48681INTC.
Breaking, 1:45 p.m. CT: it's being reported by CNBC that Intel will spin off its networking division (think "Oracle") as a stand-alone company. INTC was down about 7% before the announcement; after the announcement, down about 10%.
This suggests to me, Intel will have three divisions:
- Intel hardware: think Apple
- Intel inside: think AMD
- Intel networking: think Oracle.
Let's see what ChatGPT has to say about. This is exactly how best to use a conversational chatbot.
From ChatGPT:
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18A
Tag: Intel 7 Intel 18A Panther Lake Fab 52 Fab 62 Arizona RibbonFET gate-all-around transistors and PowerVia backside power delivery.
When I compare Nvidia's 2-nm current chip and Intel's 18A chip, it seems the Intel chip is better but the Nvidia chip is already about to ship or shipping (and the company has the MOJO), where Intel's 18A is scheduled to ship in 2026 and is lacking MOJO. Having said that, my understanding is that Intel is competing with AMD.
A reminder:
- GPUs: Nvidia
- CPUs: Intel, AMD
