Cost Cuts Come, Raptor Shines, Arrow Doubts Emerge in 1Q25 Intel Earnings Call

Intel earnings analysis graphicNewly installed Intel CEO Lip Bu Tan (LBT) held his first earnings call, covering the company’s 1Q25 finances and discussing its outlook. The company plans to cut costs by reorganizing and reducing capital expenditures (capex). Product plans are unchanged, but what was omitted from the 1Q25 review revealed more than what was discussed.

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Cost Cuts Come, Raptor Shines, Arrow Doubts Emerge in 1Q25 Intel Earnings Call

Cost Cuts Come, Raptor Shines, Arrow Doubts Emerge in 1Q25 Intel Earnings Call
The greatest trick Intel ever pulled was convincing the world x86 was open

The greatest trick Intel ever pulled was convincing the world x86 was open
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Huawei’s Ascend 910C and 384-NPU CloudMatrix Fill China’s AI Void

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Google Adds FP8 to Ironwood TPU; Can It Beat Blackwell?

Google Adds FP8 to Ironwood TPU; Can It Beat Blackwell?
NVIDIA spent $1 million on dinner at Mar a Lago and all it got was a lousy export restriction.

NVIDIA spent $1 million on dinner at Mar a Lago and all it got was a lousy export restriction.
US Govt forces AMD to contemplate an $800 million charge

US Govt forces AMD to contemplate an $800 million charge
Intel axes Altera CEO as it sells 51% to Silver Lake

Intel axes Altera CEO as it sells 51% to Silver Lake

Nice GPU business you have there. It would be a shame if something happened to it.