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Feb 19
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Intel (INTC) Is Down 5.9% After Nvidia’s ...
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Feb 18
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$45.46
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Finnhub News
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Finnhub - INTC
Why Ferroglobe Stock Was a Winner on Wednesda...
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Feb 18
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$45.46
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Finnhub News
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Finnhub - INTC
1 Reason Why Tesla Stock May Keep Underperfor...
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Feb 18
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Finnhub - INTC
AGNC Investment Stock Is Interesting, but Her...
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Feb 18
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Finnhub News
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Finnhub - INTC
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Feb 18
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Finnhub News
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Finnhub - INTC
3 Things Every TMC The Metals Company Investo...
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Feb 18
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Finnhub News
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Finnhub - INTC
Nvidia Exits Arm Stake
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Feb 18
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Finnhub News
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Finnhub - INTC
Is AMD Stock a Buy Now?
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Feb 18
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Finnhub News
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Finnhub - INTC
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Feb 18
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Finnhub News
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Finnhub - INTC
Intel Corporation to Participate in Upcoming ...
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Feb 18
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Finnhub News
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Finnhub - INTC
2 Predictions for Ares Capital in 2026
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Feb 18
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Finnhub News
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Finnhub - INTC
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Feb 18
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Finnhub News
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Finnhub - INTC
2 Monster Stocks to Hold for the Next 5 Years
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Feb 18
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Finnhub News
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Finnhub - INTC
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Feb 18
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Finnhub News
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Finnhub - INTC
Nvidia’s “Secret Portfolio” Shakeup: 2 AI Dar...
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Feb 18
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Finnhub News
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Finnhub - INTC
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Feb 18
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Finnhub News
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Finnhub - INTC
Could This $11 Stock Be Your Ticket to Millio...
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Feb 18
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Finnhub News
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Finnhub - INTC
Here's Why Shares in This Silver Miner Popped...
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Feb 18
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$45.46
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AVOID
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—
|
The speaker notes that "Intel and AMD used to own that market of server CPUs" but Nvidia is now telling customers they get better performance using Nvidia CPUs with their GPU clusters. As Hyperscalers (Meta) shift CPU spend to Nvidia to optimize AI workloads and secure supply, the Total Addressable Market (TAM) for traditional x86 server CPUs (Intel/AMD) shrinks in the high-growth AI segment. Avoid legacy chipmakers as they lose their stronghold in the hyperscale data center market. Nvidia's CPU performance fails to meet benchmarks; antitrust intervention prevents Nvidia from bundling CPUs with GPUs. |
Bloomberg Markets
Meta Deepens Nvidia Ties As Uber Plans To Spe...
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Moderna Stock Just Popped
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Nvidia Sold Its Stakes in These Firms. The St...
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Netflix Stock Is Worth Buying on This Pul...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Advantech Highlights Real-Time Medical Edge A...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Prediction: This Artificial Intelligence (AI)...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Intuitive Machines Stock Is Soaring Today
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
AI “doomsday” fears overblown, Ives says
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
1 Growth ETF That Could Turn $100 Per Month I...
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Feb 18
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$45.46
$45.46
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - INTC
Spotify Stock Is Down 40%. Buy the Dip, or Ru...
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|
Feb 18
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$45.46
$45.46
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - INTC
Where Will NuScale Power (SMR) Stock Be in 10...
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|
Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Netflix Stock Dropped 8% Last Month -- Here's...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Palantir Technologies Charged Higher on W...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Silver Is Crashing: 3 Reasons to Sell Right N...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
5 Reasons to Buy Dutch Bros Stock Like There'...
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Feb 18
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$45.46
$45.46
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SHORT
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Mandeep states, "Previously, AMD or Intel was the supplier of CPUs to the data centers for Meta. Now, with NVIDIA selling CPUs, that could have an impact on AMD." This represents a direct loss of socket share in the highest-growth segment of the market (AI Hyperscalers). If the industry standard shifts to Nvidia GPUs paired with Nvidia CPUs (Grace-Hopper/Blackwell), the Total Addressable Market (TAM) for AMD and Intel in AI data centers shrinks significantly. Short/Avoid legacy CPU makers as they face displacement in the AI value chain. Nvidia's CPUs could underperform, or hyperscalers might maintain vendor diversity to avoid vendor lock-in. |
Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Unum Group Could Soar If These 3 Things Go Ri...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
I Used to Think I Needed $1 Million to Retire...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Why Kratos Defense Stock Just Popped
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|
Feb 18
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$45.46
$45.46
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - INTC
Leveraged ETFs Are Not Long-Term Holdings. He...
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|
Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Billionaire's Prediction: The Market Is Wrong...
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Feb 18
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$45.46
$45.46
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - INTC
Where Will Archer Aviation Be in 3 Years?
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
5 Top 2026 Stock Picks Are Companies Backed b...
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Rivian Stock: The EV Recovery Play to Watch
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Prediction: 2026 Will Be the Year of Ethereum...
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Feb 18
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$45.46
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N/A
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Finnhub News
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Finnhub - INTC
1 Growth Stock Down 80% to Buy Right Now
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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Finnhub - INTC
3 No-Brainer Growth Stocks to Buy With $500 R...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Move Over, Annaly Stock: This Unstoppable Fin...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Is a Dividend Cut Coming for UnitedHealth Sto...
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Feb 18
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$45.46
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N/A
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Finnhub News
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Finnhub - INTC
Intel India Antitrust Fine Meets New AI And F...
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Feb 18
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$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
Prediction: Bitcoin Will Hit $150,000 By the ...
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Feb 18
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$45.46
$45.46
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N/A
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Finnhub News
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— |
Finnhub - INTC
SoFi Stock Dropped 17% in January -- Here's W...
|