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Aug 6, 2026

SoftBank quarterly profit falls 18% despite $8.2 billion gain from Intel investment

SoftBank Group reported an 18% drop in fiscal first quarter profit as higher costs offset investment gains, though the company received a significant boost from Intel's tripled share price during the quarter. The results highlight mixed performance in the technology investor's AI-focused portfolio.

Aug 6, 2026·3 sources
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Aug 5, 2026

SoftBank quarterly profit falls 18% despite $8.2 billion gain from Intel investment

SoftBank Group reported an 18% drop in fiscal first quarter profit as higher costs offset investment gains, though the company received a significant boost from Intel's tripled share price during the quarter. The results highlight mixed performance in the technology investor's AI-focused portfolio.

Aug 5, 2026·3 sources
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Empire AI Goes Live as NSF Launches $100 Million Regional AI Infrastructure Hubs Program

The U.S. National Science Foundation announced a new $100 million initiative to establish state and regional AI infrastructure hubs across the country, partnering with NVIDIA, AMD, Intel, and Dell Technologies to expand access to computing resources for researchers, students, and educators.

Aug 5, 2026·11 sources
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Aug 4, 2026

NSF Launches $100 Million Regional AI Infrastructure Hubs Program with Major Tech Partners

The U.S. National Science Foundation announced a new $100 million initiative to establish state and regional AI infrastructure hubs across the country, partnering with NVIDIA, AMD, Intel, and Dell Technologies to expand access to computing resources for researchers, students, and educators.

Aug 4, 2026·4 sources
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Jul 31, 2026

TSMC Develops Advanced Chip Packaging Technology to Compete with Intel

Taiwan Semiconductor Manufacturing Co. is developing advanced chip-packaging technology similar to Intel's existing offerings, signaling concern about competition from the rival chipmaker in the AI chip market.

Jul 31, 2026·1 source
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Jul 23, 2026

Intel forecast tops estimates as AI boom boosts data center demand

Intel's quarterly revenue forecast shattered Wall Street estimates, with the company raising spending plans over the next two years as data center growth accelerates. Revenue rose 25% in Q2, the fastest growth in 15 years.

Jul 23, 2026·3 sources
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Jul 13, 2026

Intel Announces €5 Billion ($5.7 Billion) Expansion of Irish Manufacturing Hub

Intel has begun a €5 billion capital investment at its Leixlip campus near Dublin to expand manufacturing output in Europe and meet growing global demand for AI and high-performance computing chips.

Jul 13, 2026·2 sources
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Jun 18, 2026

Trump Says Apple and Intel Reach Deal on US Chip Design and Manufacturing Partnership

President Trump announced that Intel and Apple have agreed to a partnership for designing and building chips in the United States, sending Intel shares up 9% in premarket trading.

Jun 18, 2026·2 sources
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Jun 8, 2026

Google Orders 3+ Million AI Chips from Intel for 2028 as TSMC Alternative

Google has placed orders for over three million Tensor Processing Units from Intel for 2028 delivery, representing half of Google's estimated 6 million TPU production. Nvidia is also testing Intel's manufacturing technology for its upcoming Feynman architecture.

Jun 8, 2026·2 sources
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Jun 4, 2026

Foxconn and Intel Announce Strategic Collaboration on Next-Generation AI Infrastructure

Taiwan's Foxconn announced a strategic partnership with Intel to jointly develop and deploy next-generation AI infrastructure and intelligent computing platforms.

Jun 4, 2026·1 source
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Jun 1, 2026

Nvidia Announces RTX Spark PC Chip, Launches Surface Ultra Laptop with Microsoft

Nvidia unveiled the RTX Spark chip for personal computers and partnered with Microsoft to launch the Surface Ultra laptop, marking Nvidia's entry as a complete PC chipmaker competing with Intel, AMD, and Qualcomm.

Jun 1, 2026·4 sources
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Nvidia Launches First AI-Focused Windows Laptops with New PC Chip

Nvidia entered the PC market with new laptop computers and chips designed specifically for running AI agents, challenging Intel and AMD's dominance in the personal computer processor market.

Jun 1, 2026·2 sources
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May 7, 2026

OpenAI Releases MRC Open Networking Protocol for AI Supercomputer Clusters

OpenAI launched Multipath Reliable Connection (MRC), a new open networking protocol developed with AMD, Broadcom, Intel, Microsoft, and NVIDIA to improve GPU networking performance in large-scale AI training infrastructure.

May 7, 2026·1 source
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Apr 11, 2026

Google and Intel Deepen AI Infrastructure Partnership for Custom Chip Development

Google and Intel announced an expanded partnership to co-develop custom chips for AI infrastructure, addressing growing demand amid global CPU shortages.

Apr 11, 2026·1 source
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Apr 7, 2026

Intel Partners with Elon Musk's Terafab AI Chip Factory Project in Austin

Intel announced it will help design and build Elon Musk's Terafab AI chip manufacturing facility in Austin, Texas, marking a significant partnership for the sprawling factory project.

Apr 7, 2026·1 source
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Apr 2, 2026

Cognichip Raises $60M to Use AI for Designing AI Chips

AI chip design startup Cognichip raised $60 million in funding to develop technology that uses artificial intelligence to design the chips that power AI systems. The company claims it can reduce chip development costs by over 75% and cut timelines by more than half.

Apr 2, 2026·1 source
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Top claims

  • ▪SoftBank Group's Vision Funds recorded a $1.7 billion gain in value in the first quarter, driven by a $2.2 billion increase in the valuation of its stake in ByteDance.
  • ▪SoftBank Group's Vision Funds segment posted a 5.4 billion yen profit for the fiscal first quarter, down from 451.4 billion yen in the same period last year.
  • ▪SoftBank Group's share price closed 4% lower in Tokyo trading on August 6, 2026, following the earnings release.

Topics

Semiconductor industryVenture capitalAI startupsTech investmentCorporate earnings
AI technology investment
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Data center infrastructure
Semiconductor industry
Wall Street
AI Data Center Gold Rush
AI hardware
European Union
EU strategic autonomy
Foreign direct investment
US Industrial Policy
AI chip manufacturing
Trump administration
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TSMC
Business & enterprise AI
Microsoft
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