@Dayman58
Joined May 2010
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  • Followers1.6K
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Dayman retweeted
Intel
@intelJul 23
โ€œWe delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times,โ€ said @dzinsner, Intel CFO. Read more about our business highlights from Q2 2026: ms.spr.ly/6019vASrb
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Ready for @AMD #AdvancingAI?
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What signals did we say to look for that 14A would be a go and have customers? I mean its obvious now but still.
zerohedge
@zerohedgeApr 23
*INTEL LIFTS 2026 CAPEX PLAN TO EVEN WITH LAST YEAR
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Dayman retweeted
Intel
@intelApr 23
Intel reports Q1 2026 financial results: ms.spr.ly/6017vEMJJ
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BREAKING: Tim Cook steps down. Ternus to CEO.
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Well, @AMD just closed out a record-breaking 2025 with massive momentum in AI and high-performance computing. Here are the highlights from the Q4 and full-year results: ๐Ÿš€ Record-Breaking Financials ๐ŸŸข Q4 Revenue: Hit a record $10.3 billion, up 34% year-over-year. ๐ŸŸข Q4 Profitability: Delivered record non-GAAP net income of $2.5 billion and record non-GAAP EPS of $1.53, up 40% year-over-year. ๐ŸŸข Full Year 2025: Achieved record annual revenue of $34.6 billion, an increase of 34% from 2024. ๐Ÿ—๏ธ Segment Growth Engines ๐ŸŸข Data Center: Record revenue of $5.4 billion in Q4 (up 39% y/y), fueled by strong demand for EPYCโ„ข processors and the scaling of Instinctโ„ข GPU shipments. ๐ŸŸข Client & Gaming: Combined revenue hit $3.9 billion for the quarter, with Ryzenโ„ข processors driving record client revenue of $3.1 billion. ๐ŸŸข Embedded: Quarterly revenue grew 3% year-over-year to $950 million as demand began to strengthen across end markets. ๐Ÿ”ฎ Looking Ahead ๐ŸŸข AMD is entering 2026 with strong momentum. For Q1 2026, the company expects revenue of approximately $9.8 billion, representing roughly 32% year-over-year growth.
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Intel reports Q4 2025 financial results: newsroom.intel.com/corporateโ€ฆ
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AMD said Tuesday that a โ€œsharpโ€ jump in sales for the companyโ€™s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. crn.com/news/components-periโ€ฆ

AMD Notes โ€˜Sharpโ€™ Sales Jump For CPUs And Instinct GPUs As OpenAI Ties Deepen

AMD said Tuesday that a โ€œsharpโ€ jump in sales for the companyโ€™s CPUs across the PC and segments as well as its Instinct data center GPUs allowed it to deliver a record revenue of $9.2 billion for the...

crn.com
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"Our Q3 results reflect improved execution and steady progress against our strategic priorities,โ€ said @LipBuTan1, Intel CEO. Read more in @Intelโ€™s earnings news release: intel.ly/476xTbm
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Replying to @intel
@Intel and @NVIDIA are teaming up to jointly develop multiple gens of custom data center and PC products, seamlessly connecting NVIDIA and Intel architectures to enable new breakthroughs for the industry. Learn more: intel.ly/46Hlkmp
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The @intel discussion you donโ€™t want to miss. @MJHolthaus with epic insights on @intel culture change, strategy, and more. Now live on all podcast platforms.
The Circuit
@T_h_e_Circuit7 Apr 2025
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston @benbajarin and @jaygoldberg are joined by @MJHolthaus to discuss all things Intel. Listen and Subscribe ๐Ÿ‘‡share.transistor.fm/s/264acbโ€ฆ
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Intel appoints Lip-Bu Tan as Chief Executive Officer. intel.ly/4kLs3Rd

Intel Appoints Lip-Bu Tan as Chief Executive Officer

Lip-Bu Tan was appointed chief executive officer of Intel Corporation in March 2025. He also serves on the companyโ€™s board of directors.

intel.com
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$NVDA 2025 Q4 Financials ๐Ÿงต Q4: ๐Ÿ’ต Revenue $39.3b up 78% YoY ๐Ÿ“ˆ Gross Margin 73% down 3pp YoY ๐Ÿ’ฐ Net Income $22.1b up 80% YoY ๐Ÿช™ EPS $0.89 up 82% YoY FY ๐Ÿ’ต Revenue, $130.5b up 114% YoY ๐Ÿ“ˆ Gross Margin 75% up 2.3pp YoY ๐Ÿ’ฐ Net Income $72.9 up 145% YoY ๐Ÿช™ EPS $2.94 up 147% YoY
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$AMD 2024 Q4 and FY Results, a ๐Ÿงต โžก๏ธ Revenue $7.658 billion up 24% YoY Non-GAAP โžก๏ธ Gross Margin 54.0%, up 3pts YoY โžก๏ธ Operating Income $2.0b, up 43% YoY โžก๏ธ Net Income $1.77b, up 42% YoY โžก๏ธ EPS $1.09, up 42% YoY GAAP โžก๏ธ Gross Margin 51.0% yp 4pts YoY โžก๏ธ Operating Income $871m, up 155% YoY โžก๏ธ Net Income $482m, down 28% YoY โžก๏ธ EPS $0.29, down 29% YoY Record Revenueโ€ผ๏ธ Record Gross Marginโ€ผ๏ธ Lots of R&D going on Q1 Outlook โžก๏ธ Revenue $7.1 billion โžก๏ธ Gross Margin 54% (typical Q1 seasonality)
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Multiple areas of record revenue for @AMD. Less AI, more boring general-purpose cloud CPU, strong Q4 client which was predictable. Don't expect much on AI GPUs yes. Obviously, the guide down is impacting stock AH.
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With focus on streamlining the product portfolio and progress on the process roadmap, Intel took a positive step forward in Q4'24, delivering revenue, gross margin and EPS above its guidance. Learn more: intel.ly/3EkRE2T
Quote from Intel interim co-CEO and Intel Products CEO Michelle Johnston Holthaus: "Our renewed focus on strengthening and simplifying our product portfolio, combined with continued progress on our process roadmap, is positioning us to better serve the needs of our customers."

ALT Quote from Intel interim co-CEO and Intel Products CEO Michelle Johnston Holthaus: "Our renewed focus on strengthening and simplifying our product portfolio, combined with continued progress on our process roadmap, is positioning us to better serve the needs of our customers."

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Intel on the Brink of Death Board Short Circuits, Cultural Rot, Product Focus Is Flawed x86 Has No Moat Foundry Must Survive Nvidia's PC CPU Push - 3 chip tegra strategy Sierra Forest, Granite Rapid, Clearwater Forest, Diamond Rapids, Rogue River Forest semianalysis.com/2024/12/09/โ€ฆ โ€“ at San Francisco, CA

Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive

Board Short Circuits, Cultural Rot, x86 Has No Moat, Sell PC Business, Nvidia's PC CPU Push, Roadmap Review

newsletter.semianalysis.com
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fabricatedknowledge.com/p/thโ€ฆ Wrote something about Intel - i really cannot believe how incompetent the board is. The Intel we knew is like actually dead w/ the firing of Pat. Let's hope the parts can survive

The Death of Intel: When Boards Fail

Pat lost his seat because of an incompetent board. Let's meet them.

fabricatedknowledge.com
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Got some new announcements including new launche + company updates below We hit 17 folks globally /w 2 office locations, most of our revenue comes from industry models and consulting With that comes our new site, leaving Substack, and new site features 1/5 semianalysis.com

The definitive source on the worldโ€™s most important industry.

Research, industry models, and advisory for the teams building, funding, and analyzing the AI buildout.

semianalysis.com
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$AMD hits a record quarter for 2024 Q3. Their best ever. ๐Ÿงต ๐Ÿ’ต Revenue $6.819b, up 18% YoY ๐Ÿ“ˆ Gross Margin 54%/50%, up 3pp YoY ๐Ÿ’ฐ Op Income $724m, up from 224m ๐Ÿช™ EPS $0.47, up 161% Outlook: ๐Ÿ’ต Revenue $7.5b, +- $300m ๐Ÿ“ˆ GM 54%
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