Nvidia and Apple are set to transition portions of their semiconductor production to Intel by 2028, a move that could reshape the semiconductor landscape. As Nvidia continues to dominate the AI chip market with an 86% share, this partnership is also seen as a strategic maneuver for Intel to boost its foundry services and enhance its competitive position. This shift reflects the growing demand for AI infrastructure and custom chips, indicating a significant evolution in supply chain strategies within the tech industry.
“Nvidia and Apple are preparing to move portions of their 2028 semiconductor production to Intel, according to an exclusive report from DIGITIMES Asia.”
“Alphabet (GOOGL) is favored among "Magnificent Seven" companies due to its integrated AI ecosystem, from custom chips to monetization strategies.”
“Alphabet is trading at approximately a forward Price to Earnings (P/E) of about 27 based on 2026 estimates.”
“Alphabet is expected to have an annualized earnings growth rate of 15%.”
“GCP's revenue growth was estimated at 34–36% YOY as of Q3 2025.”
“By the end of 2025, Alphabet had an RPO of $155–$157 billion, representing nearly a 46% increase.”
“Notably, the fact that over 70% of existing Google Cloud customers are currently using its AI products offers a significant indicator of deep ecosystem 'stickiness' for investors.”
“By 2026, these TPUs will provide performance-per-dollar value that is four times superior to the average Nvidia GPUs.”
“the 'regulatory discount' that has held Alphabet’s share price back is dissipating, and the stock is poised to reach for the skies—with some analysts seeing a $600 price by the decade-end.”
“Explainer: The $250 million ASML 'printer' behind Nvidia's chips”
“American Airlines (AAL) · fell · 1.7% · canceled over 1,800 flights on Sunday”
“more than 10,000 · delays · Monday morning · more than 4,000 cancellations”
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