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Intel’s AI Bet vs TSMC’s Profit Spike | Durham News
Intel’s big AI partnership with Google Cloud sent shockwaves through the market—despite the hype, Intel’s stock plunged 5% as investors reacted to TSMC’s record earnings and massive capital spending plans. While the deal promises to supercharge Intel’s chip design with Gemini Enterprise AI across every department, the real story is about manufacturing reality: investors are skeptical whether even giants like Intel can turn AI demand into profits fast enough. With Google also building its own AI chips, Intel’s move feels like handing a rival a backstage pass to its core operations. The…
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