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VOICE ARCHIVE

Kristina Partsinevelos

@kristinaparts
36 posts
2026-01-23
$INTC CFO on supply constraints: Focusing on getting more throughput from existing fabs via improved yields & cycle times, plus investing in tools. “But largely that doesn't really do anything for Q1. It's really Q2 and beyond that starts to make a meaningful dent.”
2026-01-23 View on X
CNBC

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

$INTC CFO Dave Zinsner on weak Q1 guide: “We have demand that would make us even better than seasonal, but we just don't have the inventory anymore to manage that. We have been improving our supply every Q, but it's just not enough. So we'll leave quite a bit on the table in Q1.”
2026-01-23 View on X
CNBC

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

$INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year.  The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit.  “Once we get them, we're going to need to start spending capital.”
2026-01-23 View on X
CNBC

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

$INTC CFO on supply constraints: Focusing on getting more throughput from existing fabs via improved yields & cycle times, plus investing in tools. “But largely that doesn't really do anything for Q1. It's really Q2 and beyond that starts to make a meaningful dent.”
2026-01-23 View on X
Reuters

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates

Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

$INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year.  The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit.  “Once we get them, we're going to need to start spending capital.”
2026-01-23 View on X
Reuters

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates

Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

$INTC CFO Dave Zinsner on weak Q1 guide: “We have demand that would make us even better than seasonal, but we just don't have the inventory anymore to manage that. We have been improving our supply every Q, but it's just not enough. So we'll leave quite a bit on the table in Q1.”
2026-01-23 View on X
Reuters

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates

Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

2026-01-22
$INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year. The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit. “Once we get them, we're going to need to start spending capital.”
2026-01-22 View on X
CNBC

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, Q1 guidance below est.; INTC drops 11%+ after hours

Intel reported fourth-quarter earnings on Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

2025-11-12
AMD CEO clarifies $1T TAM (up from $500B earlier this year): this is a silicon opportunity that includes GPUs, the HBM memory that goes with them, CPUs, and the scale-up networking we service. It does not include scale-out networking and switches. $AMD
2025-11-12 View on X
Bloomberg

AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years

Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the r...

2025-10-27
BofA skeptical of Qualcomm's 15% rally on AI chip news, calling it a potential “fade.” Their take: These are lower-end chips w/o HBM, shipping in a year, with only a Middle East customer disclosed. They estimate $1-2B in revenue potential, but $QCOM market cap just jumped $20B [image]
2025-10-27 View on X
CNBC

Qualcomm unveils two AI inference chips, the AI200, set for 2026, and the AI250, planned for 2027, and says Humain is the first customer; QCOM jumps 14%+

Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia …

2025-08-28
Nvidia's customer concentration is getting more intense: Three customers now represent 23%, 19% and 14% of accounts receivable (up from just two customers at 17% and 16% in January). Shows how dependent NVDA is on a handful of mega buyers. $NVDA 10Q: [image]
2025-08-28 View on X
CNBC

Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …

The concentration creates near-term cash flow risk if a hyperscaler cuts spending. But there's a massive queue waiting - sovereign AI buildouts, smaller cloud providers, enterprises. Demand outstrips supply by orders of magnitude. I'm loving this debate & great answers! $NVDA
2025-08-28 View on X
CNBC

Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …

2025-08-19
SoftBank investing $2B in Intel at $23/share through securities purchase agreement. Intel tells me “it will be a primary issuance of common stock” meaning new shares and fresh capital for chipmaker turnaround. $INTC +5% AH as vote of confidence outweighs dilution concerns.
2025-08-19 View on X
CNBC

SoftBank agrees to invest $2B in Intel, buying ~2% of Intel's outstanding shares for $23 per share, becoming Intel's fifth-biggest shareholder; INTC jumps 5%+

Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment in the embattled chipmaker.

2025-07-24
Nvidia AI chips worth $1bn smuggled to China after Trump export controls. A FT analysis reveals that “Nvidia's B200 has become the most sought-after — and widely available — chip in a rampant Chinese black market for American semiconductors.” https://www.ft.com/... $NVDA
2025-07-24 View on X
Financial Times

Analysis and sources: $1B+ of Nvidia's AI chips were shipped to China in the three months after President Trump tightened chip export controls in May

Roaring black market for US semiconductors operates despite efforts to curb Beijing's high-tech ambitions

2025-06-18
AWS just dropped details on a major Graviton4 upgrade: 600 gigabits/sec network bandwidth — the “highest in public cloud” + Anthropic's Claude Opus 4 launched on @amazon AWS Trainium2 chips $AMZN vs $NVDA details here: https://www.cnbc.com/...
2025-06-18 View on X
CNBC

AWS says Anthropic's Claude Opus 4 launched on its Trainium2 GPUs, and Project Rainier, AWS' supercomputer built for Anthropic, uses 500K+ Trainium2 chips

Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabits per second of network bandwidth …

2025-05-13
#Breaking: US grants Saudi access to Nvidia's advanced chips despite prior restrictions. $NVDA CEO Huang showcased Blackwell racks for HUMAIN, a new AI firm under Saudi's sovereign wealth fund. Major policy shift for regulated tech. [image]
2025-05-13 View on X
Bloomberg

Nvidia CEO Jensen Huang says the company will send AI chips to Saudi Arabia's Humain for a 500 MW data center buildout, as President Trump visits the kingdom

Nvidia Chief Executive Officer Jensen Huang announced the partnership on stage at the Saudi-US Investment Forum in Riyadh, the Gulf nation's capital.

2025-05-01
Chip war escalates: Nvidia blasts Anthropic over claims of AI chips smuggled in “prosthetic baby bumps” as Trump admin weighs tighter export controls. The timing couldn't be more critical with May 15 restrictions looming. $NVDA #anthropic Full story: https://www.cnbc.com/...
2025-05-01 View on X
CNBC

Nvidia says Anthropic is telling “tall tales” after the startup argued for tighter export controls by saying China is smuggling chips in “prosthetic baby bumps”

Nvidia blasted Anthropic Thursday in a rare public clash over artificial intelligence policy with U.S. chip export restrictions set to take effect.

2025-04-15
#BREAKING: Nvidia expanding US manufacturing with 1M+ sq ft for Blackwell chips in AZ and AI supercomputers in Texas. Partnerships with Foxconn, Wistron, Amkor, and SPIL will enable $500B in AI infrastructure production over 4 years, marking $NVDA's “first US factories”.
2025-04-15 View on X
Wall Street Journal

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made

The chip maker's plan to build AI tech in Texas comes on the heels of a new tariff threat  —  Chip maker Nvidia unveiled plans Monday …

#BREAKING: Nvidia expanding US manufacturing with 1M+ sq ft for Blackwell chips in AZ and AI supercomputers in Texas. Partnerships with Foxconn, Wistron, Amkor, and SPIL will enable $500B in AI infrastructure production over 4 years, marking $NVDA's “first US factories”.
2025-04-15 View on X
TechCrunch

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years

Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrast...

2025-04-14
#BREAKING: Nvidia expanding US manufacturing with 1M+ sq ft for Blackwell chips in AZ and AI supercomputers in Texas. Partnerships with Foxconn, Wistron, Amkor, and SPIL will enable $500B in AI infrastructure production over 4 years, marking $NVDA's “first US factories”.
2025-04-14 View on X
TechCrunch

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years

Nvidia said on Monday that it has commissioned more than a million square feet of manufacturing space to build and test AI chips …

2024-06-05
Intel says it will sell 49% of its Ireland Fab to Apollo for $11B. It signed a similar $15B deal w/ Brookfield for a stake in its Arizona fab. Separately, S&P posts a A- credit rating for $INTC but maintains a negative outlook citing low free operating cash flow due to fab costs. [image]
2024-06-05 View on X
Reuters

Apollo Global agrees to buy 49% equity interest in a joint venture related to Intel's Fab 34, under construction in Leixlip, Ireland, for $11B

Sourasis Bose / Reuters :