Nvidia’s CEO claims the GPU giant is now TSMC’s largest customer, surpassing Apple. Apple may lose its preferential treatment at TSMC, potentially leading to Apple considering Intel for manufacturing. Demand for Nvidia’s AI chips is surging, positioning Intel as a potential beneficiary of Apple’s shifting manufacturing alliances. Intel stock has surged amidst rumors of Apple considering Intel for chip manufacturing, potentially boosting Intel’s foundry business. Analysts are optimistic about Intel’s future prospects, especially if it secures Apple as a foundry customer.

Read more at Nasdaq: The Hidden Winner in Nvidia’s AI Chip Boom Isn’t Who You’d Expect