RT @intelfabs: The most overlooked part of the Intel JPM report Intel’s ASIC services business is approaching a $2B run rate after roughly tripling year over year Why does this matter? Hyperscalers increasingly want custom AI chips. Intel can help hyperscalers build their own custom silicon, using Intel’s IP, SoC design capabilities and manufacturing. What does the market need next? A named hyperscaler or AI-lab win $INTC
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