美联储理事沃勒表示，支持美联储9月会议降息25个基点。 当地时间8月28日，美股市场高开高走，三大指数集体收涨，纳斯达克指数上涨0.53%，标普500指数上涨0.32%，道琼斯指数上涨 0.16%。其中，道指和标普500指数纷纷创下收盘新高，纳指也一度逼近最高纪录。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 45636.90c | 71.67 | 0.16% | | IXIC | 纳斯达克指数 | 21705.16c | 115.02 | 0.53% | | SPX | 标普500 | 6501.86c | 20.46 | 0.32% | 热门科技股多数上涨，谷歌A涨超2%，亚马逊涨超1%，苹果、微软、奈飞、Meta、英特尔均出现小幅上涨，而特斯拉跌超1%， 英伟达小幅下跌0.79%。 英特尔收到现金，与特朗普相关交易被抨击 中概股涨跌不一，纳斯达克中国金龙指数上涨0.14%。宝尊电商涨超12%，老虎证券涨超10%，金山云、爱奇艺涨超6%，迅雷、 高途涨超5%，理想汽车、蔚来、有道、网易涨超2%， ...

The deal allows the U.S. to take more equity in Intel if the company doesn't retain at least 51% ownership in its foundry business. https://t.co/99m9ogIglI ...

I want to get to a video in a second, but we just had a really fascinating conversation, not unrelated with Winston Maas, formerly of the CIC, about the fact that he thinks this is a sovereign wealth fund. The US taking stakes in Intel and MP materials and so forth. Do you agree.Morning that. Well, I think it's a bit more of a of a utility play than it is a sovereign wealth fund play. But I think the underlying message is true, which is we must build refinery capacity and capability inside of our own countr ...

Group 1 - The U.S. government has invested $5.7 billion in Intel, acquiring a 10% stake in the company [1] - Intel's CFO indicated the potential for seeking additional outside investment for its foundry business [1] - The investment announcement followed Intel's better-than-expected second-quarter results, despite an 8% drop in shares due to concerns over the foundry unit [2] Group 2 - The foundry unit, which manufactures chips for other companies, is seen as a key area for future cash raising opportunities [2] - Intel's CFO mentioned that outside investors may have opportunities in the foundry business, which could support its growth [2]

Core Points - The U.S. government has invested $8.9 billion in Intel, acquiring approximately 433 million shares and $240 million in warrants [2] - Intel has outstanding grants totaling about $5.7 billion and has received $2.2 billion, with concerns regarding the achievement of certain milestones [3] - The government holds clawback rights on the $2.2 billion received, indicating potential risks associated with the funding [3]

Summary of Intel (INTC) 2025 Conference Call Company Overview - **Company**: Intel Corporation (INTC) - **Date of Conference**: August 28, 2025 Key Points Government Investment - The U.S. government invested **$8.9 billion** in Intel, acquiring **433 million shares** and **$240 million** in warrants [3][4] - This investment replaces previous grants, providing immediate cash flow and reducing uncertainty regarding milestone achievements [4][5] - The government’s stake is seen as beneficial for customer perception and support [6][11] Financial Position - Intel raised nearly **$7 billion** in cash through various means, including the government investment and a **$2 billion** investment from SoftBank [15][16] - The company is focused on deleveraging, with **$3.8 billion** in bonds maturing this year [16] - Future capital needs will depend on the success of the foundry business and demand for new technologies [17] Foundry Business - The foundry business is critical for Intel's future, with expectations of external customer engagement to drive volume and ROI [32][33] - The company is confident in maintaining a majority stake in the foundry business, which is essential for its strategic direction [9][10] - Intel is working on ramping up its **14A** technology node, with expectations for customer commitments by **2027** [41][42] Technology Development - The **18A** technology node is progressing well, with improvements in yield and performance expected to benefit the **14A** node [24][33] - The company is targeting high-performance computing markets while also exploring opportunities in mobile [39] Product Roadmap - Intel's notebook segment is performing well, with the **Lunar Lake** product gaining traction [44] - The desktop segment has faced challenges, but the upcoming **NovaLake** product aims to improve market position [45] - The data center products are mixed, with ongoing efforts to enhance performance across the portfolio [47][48] Capital Expenditure (CapEx) - Intel plans to maintain CapEx around **$18 billion** annually, with potential adjustments based on foundry demand [55][58] - The company is focusing on improving efficiency in capital deployment and equipment reuse [56] Gross Margin and Financial Goals - Intel aims to improve gross margins, targeting a return to the **40%** range, with foundry operations expected to contribute positively [61][62] - The company acknowledges the need for better pricing strategies and cost management to enhance profitability [63][65] Vision and Future Outlook - The leadership sees significant potential in the foundry business, which could enhance shareholder value if successful [69][71] - The focus will be on executing product strategies, listening to customer needs, and maintaining financial discipline [70][71] Additional Insights - The government’s involvement is viewed as a strategic endorsement, but the success of the foundry business ultimately relies on Intel's execution [11][12] - The company is open to both financial and strategic investments in the foundry segment, but significant external funding is not expected in the near term [21][22] - The risk factors outlined in SEC filings are meant to communicate potential challenges but should not deter customer engagement [30][35]

Getting a news alert and some new numbers regarding Intel. Let's get back to Christina Partzos. Hi Christina. >> Hi Carl.So Intel's CFO Dave Zner is speaking right now at a conference and he did confirm that they received $5.7% billion from the government last night. Recall that originally the government was going to give that in terms of grants but then President Trump took it as an equity stake. 5.7% plus 2.2% so almost uh 10 billion. So they have confirmed they did receive five $5.7% billion.He also said ...

Key Takeaways Intel and Acronis join forces to deliver AI-driven cyber threat detection on endpoint devices.OpenVINO toolkit and Intel NPUs offload heavy AI tasks, cutting CPU load and extending battery life.Intel faces tough AI PC competition from Qualcomm's Snapdragon X and AMD's Ryzen AI 300 Series.Intel Corporation (INTC) has collaborated with Acronis, a global leader in cybersecurity and data protection, to boost artificial intelligence (AI)-driven cyber threat detection in endpoint devices without com ...

近日，在Hot Chips 2025大会举行期间，英特尔新一代至强处理器 Clearwater Forest首次亮相，这是英特尔基于Intel 18A制程打造的首款服务器芯片。会上， 英特尔首次披露了Clearwater Forest的诸多关键技术细节：该处理器搭载 288个能效核心，双路配置下可提供最高 576核心，同时配备超过 1152MB的三级缓 存，性能强劲，效率也大幅提升。 Darkmont核心带来能效提升 从核心架构上看，Clearwater Forest进行了多项关键升级。全新的 Darkmont能效核心采用更宽的 3x3解码引擎、更深层次的乱序执行窗口和更强的执行端 口，相比上一代 Crestmont核心，每时钟周期指令数（IPC）提升约 17%。 Clearwater Forest处理器与上代至强6能效核处理器Sierra Forest插槽兼容，最多支持12通道的DDR5 RDIMM内存。 在这12个24核心CPU芯粒内部，英特尔采用的是四个CPU内核为一簇的设计。四个核心共享4MB二级缓存，且该芯片的 L2带宽较 Sierra Forest翻倍。这一设 计扩展至 288个核心，便使Clea ...

似乎不再执着于让 Linux 跑在新款 Mac 设备上，Asahi Linux 项目的又一位核心人物 Alyssa Anne Rosenzweig 于今日也做出了一个重大决定：告别苹果生 态系统，准备迎接下一个挑战——加入英特尔团队，围绕 Xe-HPG 架构展开工作。 消息一出，引发开源社区的热烈讨论。有人送上祝福，期待她的新征程；也有人隐隐担心，这是不是意味着在 M3、M4 芯片的 Mac 上跑 Linux 的梦想将 愈发遥远。 那 Alyssa 究竟是何方神圣？她的离开会对 Linux 运行在苹果 M 系列芯片上的项目带来怎样的影响？ 高中写驱动，进入大学即获得正式工作 翻开 Alyssa 的个人博客主页，映入眼帘的自我介绍相当简洁：一位专注图形驱动的开发者，同时也是软件自由的忠实拥护者。 殊不知，Alyssa 在图形驱动和编译器开发方面已经积累了整整七年的经验。而当这一切开始时，她还只是一个学生；即便到现在，她也不过才本科毕业 两年。 回看她的成长历程，早在 2017 年，高中时期的 Alyssa 就独立启动了一个实验性项目——Panfrost，这是一个早期的开源 Mali 驱动研究项目。 它的目标是为 ...