TSMC, Intel, and Digi Power X chart divergent AI growth paths

MSN
2026.05.16 07:05
portai
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TSMC reported $35.9B in Q1 revenue with a 66.2% gross margin, driven by AI chip demand. Intel's Q1 revenue increased 7% to $13.6B, with 60% from AI businesses. Digi Power X is shifting focus from crypto mining to AI compute, securing a $1.1B colocation deal.