他补充道："此外，我要求贵公司停止因未能有效利用过剩电力而继续将额外的基础设施成本转嫁给俄 亥俄州的纳税人。如您所知，Meta曾要求贵公司暂时将约200兆瓦的电力重新分配给其使用。鉴于该项 目持续延期，为了保护俄亥俄州辛勤工作的纳税人的利益，最好将英特尔未使用的剩余电力重新分配给 有兴趣使用这些电力的实体，例如Meta，以抵消任何基础设施成本。" 莫雷诺对该项目的建设开工所需时间过长表示担忧，并指出该公司获得了政府的多项激励措施。 英特尔近期吸引了来自公共和私营部门的巨额投资。该公司于周一晚些时候透露，已以每股23美元的价 格向软银发行并出售了8695万股股票。今年8月，英特尔获得美国政府111亿美元投资，但该公司警告 称，这笔投资可能会损害其在其他国家的业务。本月早些时候，英特尔和英伟达(NVDA.US)签署了一 项协议，将共同开发个人电脑和数据中心芯片。与此同时，英伟达表示将向英特尔投资50亿美元。 英特尔(INTC.US)证实其仍计划在俄亥俄州建设一座价值数十亿美元的工厂。此前，美国俄亥俄州共和 党参议员伯尼.莫雷诺上周致信英特尔首席执行官陈立武，要求他就该项目延期一事提供最新情况。 莫雷诺写道："州和 ...

Group 1 - Nvidia announced a $5 billion investment in Intel, leading to a 23% increase in Intel's stock price and a collective rise in Asian supply chain stocks [1] - Japanese chip equipment manufacturers, such as Lasertec Corp. and Ibiden Co., saw significant stock price increases of 15% and 12% respectively, due to their revenue dependence on Intel [1] - Other suppliers, including Tokyo Electron Ltd. and Shin-Etsu Chemical Co., also experienced stock price gains following the announcement [1] Group 2 - The collaboration between Nvidia and Intel aims to develop PC and data center chips, boosting market expectations for increased demand for chip tool manufacturers [2] - Intel's supply of processors to Nvidia is viewed as a positive signal for the overall chip industry, with analysts noting that Intel is unlikely to cut capital expenditures [2] - Conversely, TSMC's stock fell by 1.2% due to concerns that the Nvidia-Intel partnership could negatively impact TSMC's valuation, as there is a possibility of Intel capturing some of Nvidia's foundry orders [2]

Group 1 - The Trump administration is requesting the Supreme Court to allow the dismissal of Federal Reserve Governor Lisa Cook, following a lower court's ruling that blocked her removal [4][6] - Cook participated in the Federal Open Market Committee meeting where a decision was made to lower the benchmark overnight lending rate by 0.25 percentage points [4] Group 2 - The U.S. government is approaching a shutdown crisis, with Democratic leaders considering strategies to counter the Republican agenda, particularly regarding healthcare [8] - This marks a significant shift for the Democrats, who previously agreed to a temporary funding bill under pressure from the Trump administration [8] Group 3 - Google is adding Gemini to its Chrome browser to enhance AI search capabilities, aiming to compete with startups like OpenAI and Perplexity [10][11] - The new feature will assist users in understanding webpage content and performing tasks across tabs, while maintaining Chrome's speed and security [11] Group 4 - NVIDIA and Intel are collaborating to develop products, with NVIDIA becoming one of Intel's largest shareholders after a significant investment, leading to a 23% surge in Intel's stock price [13] - The partnership will focus on joint development of PC and data center chips, although Intel's foundry services will not produce chips for NVIDIA [13] Group 5 - The Bank of England's Governor Andrew Bailey indicated that the interest rate cut cycle is not over, citing risks from a cooling labor market [17][18] - The Monetary Policy Committee voted to maintain the interest rate at 4%, with ongoing concerns about inflation and labor market conditions [17]

Core Viewpoint - Intel is considering divesting its Networking and Edge Computing (NEX) business as part of a strategy under new CEO Pat Gelsinger, who aims to focus on the company's strongest areas: PC and data center chips [1][2]. Group 1: Business Strategy - The NEX business, previously significant, is now deemed less critical to Intel's core strategy, particularly in the context of competition from dominant players like Broadcom [2]. - Intel is exploring whether to collaborate with other companies or sell part of its stake in the NEX business, indicating a strategic reassessment of its business portfolio [2]. - Discussions regarding the potential sale of the NEX business are still in early stages, and Intel may consider alternatives to divestiture [2]. Group 2: Financial Performance - Intel has integrated NEX's financial data into its data center and PC business segments, ceasing to disclose NEX's performance separately [2]. - The revenue for the NEX business in 2024 is projected to be $5.8 billion [2]. - In April, Intel sold a majority stake in its Altera division to SilverLake for $4.46 billion as part of its business revitalization efforts [2][3]. Group 3: Market Position - Intel holds approximately 68% market share in the PC chip market and about 55% in the data center market [1]. - Despite the focus on core business areas, Intel has experienced a significant decline in market share within the data center and PC sectors [3].