The customer is Nvidia for the Feynman GPUs.
My source is bulletproof.
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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- $INTC reported strong earnings driven by unprecedented datacenter CPU demand due to agentic AI, resulting in price hikes, increased volumes, and supply catch-ups.
- A source claims that Nvidia is the customer for the Feynman GPUs.
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