"Nvidia's Latest AI Chip Unveiling Shakes Up Market Dynamics"

Nvidia's unveiling of its latest AI chip, built on the new Blackwell architecture, is great news for Intel as it uses a custom version of the 4NP process node from TSMC, rather than the more advanced 3nm-class nodes. This suggests TSMC's struggles with its 3nm nodes, potentially opening the door for Intel's nascent foundry business and its upcoming Intel 18A process, which features backside power delivery technology. With TSMC facing production challenges, Intel may have an opportunity to gain market share over the next few years.