Intel surged on reports that Google and Nvidia are considering its foundry for advanced AI chip manufacturing, including a reportedly ordered 3M TPUs for 2028, signaling a potentially meaningful win in AI supply-chain positioning. Corning also rallied after announcing a multiyear fiber-optic deal with Amazon to support U.S. datacenter expansion and supply-chain resilience. The article points to strong demand across AI infrastructure and semiconductor supply chains, with a likely positive read-through for related hardware names.
Intel surged on reports that Google and Nvidia are considering its foundry for advanced AI chip manufacturing, including a reportedly ordered 3M TPUs for 2028, signaling a potentially meaningful win in AI supply-chain positioning. Corning also rallied after announcing a multiyear fiber-optic deal with Amazon to support U.S. datacenter expansion and supply-chain resilience. The article points to strong demand across AI infrastructure and semiconductor supply chains, with a likely positive read-through for related hardware names.
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strongly positive
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