What is Intel?

Intel is a semiconductor company developing advanced process nodes.

• May 2026 - Mike Granoff said Intel might be the best performing stock in the world over the last six months.
• Jun 2026 - Lip Bu Tan said Intel has 14A (1.4nm) and is planning for 1nm and 0.7nm nodes, and that the company is supply constrained due to increasing workload.
• Jun 2026 - Lip Bu Tan said the US government has become a big shareholder in Intel.
• Jun 2026 - Nathaniel Whittemore reported that Nvidia is testing Intel equipment for producing its next-generation Fineman chip set for 2028.
• Jun 2026 - Lip Bu Tan said that for reinforcement learning and orchestrating agents, CPU performance is better, and noted a shift from 1:8 CPU-to-GPU ratio in training to 1:4 or 1:1.