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Intel

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.1)

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.1)

In our latest quarterly review, we rotate toward under-appreciated capacity resolvers across foundry, back-end, photonics, and power as the AI buildout enters its next phase.

12 min read 06 Jul 2026

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)

12 min read 04 Nov 2024

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)

Summary * In Part 2 of the SysMoore series we compare the different approaches to chip-level packaging between Intel and AMD. * We also discuss PCBs, as scaling at the chip level reaches physical limits, PCBs are becoming essential for enabling high-speed, high-density connections necessary for advanced AI and