Analyst Predicts NVIDIA, Google, and AMD Will Use Intel Foundry for CPUs
BenBajarin · x · 2026-08-11
Prominent tech analyst Ben Bajarin predicts that every major tech company manufacturing both AI accelerators and CPUs—including NVIDIA, Google, Amazon, Microsoft, and AMD—will eventually use Intel Foundry for their CPUs.
This insight builds on his January report detailing Intel's positioning as the CPU foundry of choice. The core thesis suggests that as TSMC struggles with severe capacity shortfalls driven by AI infrastructure demand, Intel is better positioned than Samsung to serve as the secondary source. Furthermore, the current US administration's push for domestic semiconductor manufacturing will provide strategic benefits to companies choosing Intel as a foundry partner.
More from Venture
- Report: Elon Musk's SpaceX Might Be the Mystery Bidder for $7B AI Startup Decart — acmoytoy · 2026-08-11
- Anthropic Inks $10B Deal for Nvidia Vera Rubin Compute Capacity — Beth_Kindig · 2026-08-11
- Surviving the AI Giants: Finding Niche Markets as an Indie Developer — andrewkass · 2026-08-11
- Unique naming saves costs and boosts SEO for indie devs — KlausCodes · 2026-08-11
- Top 7 AI Infrastructure Giants Project $863B Capex for 2026 — Exponential View (Azeem Azhar) · 2026-08-11
- Microsoft Books $24.1B Revenue from OpenAI, 70% of Its AI Sales — Graham_dePenros · 2026-08-11