Sources detail Intel's turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel's deal to make Arm's AI data center chip fell through in 2024 (Michael Acton/Financial Times)
Intel's recovery is getting a boost from AI server CPU demand while a planned Arm AI data center chip manufacturing deal collapsed.
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<a href="https://www.ft.com/content/77ece212-2768-4abe-9af1-b40a0db27c8f?accessToken=zwAAAZ_Vm2wKkc937OISJ2hKvtOa8bQKDbJ8jw.MEUCIQDaAn7VNdEsQ5F6Bl_qSerfGnyBJ6rIrQECb_BsBFs-tAIgUlWbQRve_RhLdiIxpTh3VpS6ob5TKnFSlMfKI34KZG0&sharetype=gift&token=e8c2d126-6f65-4f6a-8a67-4aeb882284f2"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260806/i2.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260806/p2#a260806p2" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Michael Acton / <a href="https://www.ft.com/">Financial Times</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.ft.com/content/77ece212-2768-4abe-9af1-b40a0db27c8f?accessToken=zwAAAZ_Vm2wKkc937OISJ2hKvtOa8bQKDbJ8jw.MEUCIQDaAn7VNdEsQ5F6Bl_qSerfGnyBJ6rIrQECb_BsBFs-tAIgUlWbQRve_RhLdiIxpTh3VpS6ob5TKnFSlMfKI34KZG0&sharetype=gift&token=e8c2d126-6f65-4f6a-8a67-4aeb882284f2">Sources detail Intel's turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel's deal to make Arm's AI data center chip fell through in 2024</a></b></span> — The group's shares have quadrupled, but it has yet to prove itself a serious manufacturing competitor to Taiwan's TSMC.</p>
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