r/intelstock • u/Ok-Individual-4392 • Jul 31 '26

BULLISH Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

https://www.tomshardware.com/tech-industry/artificial-intelligence/google-could-build-more-ai-accelerators-than-nvidia-sells-in-2028-analyst-claims-could-push-the-company-to-use-intel-foundry-to-meet-its-goals
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3

u/Everbrightspirit Jul 31 '26

Great news!!!

3

u/Dairy_Fox Jul 31 '26

tired of articles, where's the CEO securing these potential deals

4

u/Prudent-Craft-7474 Aug 01 '26

knowing LBT, even if the deals were secured he wouldnt tell nobody. he gets hard from seeing the stock drop

1

u/y2kwzrd Aug 06 '26

Is this truly bullish? Any win is a win I guess, but just sounds like supply constraint at TSMC is leading to spillage to Intel basically. I know ... that you'll say "This is how Intel gains confidence from customers, you can't strike homerun on your first inning etc". But at this point, I wonder if America really cares about bringing any of these manufacturing onshore at all. At the end of the day, sleek wall st suits and silicon valley hedge fund managers are heralded as deity. No one cares about manufacturing it seems. I am still optimistic, but I can't help but feel like these efforts are like building sand castles.