Intel

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Intel is a semiconductor and chip manufacturer. Recent coverage notes Intel-backed financing for construction-AI firm Buildots' $130 million raise, Intel's inclusion in Nvidia’s roughly $99 billion investment portfolio (including a reported $5 billion Nvidia investment in Intel last September), and ASML’s shift to larger photomasks that should boost newest EUV machines’ throughput by about 40%.

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SK Hynix in talks with Intel to make memory in US

Reuters reported SK Hynix is discussing with Intel options to manufacture RAM in the U.S., including leasing space in Ohio or forming a joint venture; SK Hynix says no plans are finalized. The company is separately building a $3.8B packaging and research facility in Indiana, with mass production expected in 2029.

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Nvidia's $99B AI investment portfolio

Nvidia reported roughly $99 billion in investments as of its fiscal Q2 close (July 26), split into $47.7B in public equities, $47.9B in non-marketable securities, and $3.3B in equity-method investments; public holdings include Intel, SpaceX and CoreWeave, and Nvidia invested $5B in Intel last September while its SpaceX stake came from xAI’s merger conversion.

The Motley Fool · · Details
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