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Technology Stocks : ASML Holding NV
ASML 1,052-0.7%9:30 AM EDT
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From: BeenRetired10/25/2025 3:30:43 PM
1 Recommendation

Recommended By
Tobias Ekman

   of 42199
 
INTC 3Q25 CC: "this is a very important collaboration with NVIDIA"

Benjamin Reitzes: Lip-Bu, anything — can we get an update on the NVIDIA relationship timing of products? Have you gotten any feedback from customers in terms of your ability to articulate on the materiality of the relationship and in terms of timing and materiality or any other color you want to give us on that?

Lip-Bu Tan: Sure. Thank you. And this is a very important collaboration with NVIDIA. It’s a great company, as you guys know. And I’ve been known as a friend of Jensen for more than 30 years. And we are very excited about this effort of Intel CPU 86 leadership, and their unmatched AI and accelerated computing and then connecting with their NVLink and that will be — really create a new class of product in the multigenerations. And this is something that very heavy engineering-to-engineering engagement. And that will be driving some of the new product that custom data center and PC product and that really optimize for the AI era. So I think all in all, I think this is going to be multiple years of engagement and then addressing our market that we are excited and also driving some of the requirement for the AI infrastructure.

David Zinsner: And maybe just one more addition. Just what makes this really special for us is it’s not attacking our existing TAM. It’s an incremental opportunity for us to expand the TAM. And so these are great opportunities for us.

PS
Mega-scale disruption in Logic, Memory, Storage.
Great for Shrink n Stack.

ASML
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