Intel, Google, and Cadence expanded their multiyear partnership focusing on AI and cloud infrastructure through Intel Foundry.

The entities involved

• Intel →

  American multinational technology company

  • CoreWeave faces debt concerns despite bank upgrades, while Goldman Sachs upgraded its stock and JPMorgan upgraded Intel's rating.13:58
  • Intel's stock rating underwent changes on August 14, 2026, moving from hold to strong-buy and back to hold.13:05
• Google →

  American multinational technology company, a subsidiary of Alphabet Inc.

  • Major tech companies (Meta, Google, Microsoft) are expected to increase spending on AI infrastructure, utilizing Nvidia chips.14:49
  • Cloud companies are reporting on their competitive positions, including AWS revenue, Azure vs AWS gap, and capacity commitments from OpenAI and Anthropic.14:20
• Cadence →

  UK company

  Nothing else this week.

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• Intel is strategically pivoting by expanding its foundry business to compete with TSMC, facing increased rivalry from AMD and market pressure from Nvidia's AI dominance.Jun 26
• ASML's EUV systems are used by TSMC and Intel for chip manufacturing, while AI market growth impacts ServiceNow and CrowdStrike.Jun 7