AMD, Arm, and Intel are being cast as contenders for agentic AI, highlighting how model deployment choices may reshape chips, software, and buyers.

Chip stocks posted historic Q2 gains as investors broadened AI portfolios beyond Nvidia, adding a combined $2 trillion in market value to Micron, Intel, and AMD.

Intel confirmed its role in Google's Googlebook AI laptop push, with new devices expected to support Gemini-first computing.

CNBC reported a shift in AI chip investor enthusiasm as Intel, AMD, and Micron rose while Nvidia lagged.

Intel named longtime Qualcomm executive Alex Katouzian to oversee consumer CPUs and its emerging physical AI push.

Intel's stock is up 110% year-to-date as the chipmaker stages a remarkable turnaround, reflecting the broader shift in the AI chip landscape beyond Nvidia.

Tesla's Elon Musk detailed plans for Terafab, an in-house AI chip project using Intel's next-generation 14A manufacturing process.

Google has committed to deploying multiple generations of Intel Xeon CPUs with custom IPUs across its AI data centers in an expanded multi-year partnership.

Intel signs on to Musk's Terafab initiative to build a U.S. semiconductor factory in Texas, powering humanoid robots and AI data centers.

Nvidia is set to launch its own AI-optimized system-on-chip processors for laptops, partnering with Intel and MediaTek to enter the PC silicon market and directly challenge AMD and Intel's dominance in consumer computing.

Intel CEO Lip-Bu Tan announced the company has hired a new chief architect to lead GPU development, positioning Intel to compete in the AI accelerator market dominated by Nvidia and AMD. Tan also warned that memory chip shortages will persist until 2028, creating challenges for AI infrastructure expansion.