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Shay Boloor: Intel and Nvidia CEOs acknowledge collaboration and recognition in AI computing
Shay Boloor, industry influencer, reports that Intel CEO Lip-Bu Tan congratulated Nvidia CEO Jensen Huang for receiving an honorary doctorate from Carnegie Mellon University in recognition of his contributions to accelerated computing and AI.
Tan also highlighted ongoing collaboration between Intel and Nvidia on new products.
Boloor has previously detailed AWS operating margins reaching nearly 38 percent after four quarters of growth, with custom silicon expected to deliver further gains. In another note, Boloor compared ServiceNow’s recent business growth against its share price, which has remained flat over a six-year period despite operational improvements. Both observations reflect continued tracking of technology sector fundamentals by Boloor.
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