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A bold plan to spin out and revive Intel’s foundry business

BREAKING ANALYSIS BY DAVE VELLANTE AND DAVID FLOYER - 1 YEAR AGO

CUBE EVENT COVERAGE

LATEST FROM THECUBE

Twenty years in, Amazon S3 finds itself at the center of AWS’ push beyond storage

What to expect during Chainguard Assemble: Join theCUBE on March 19

From GPU clusters to AI factories: The next phase of AI infrastructure heading into Nvidia GTC

Kubernetes Ingress is hitting a transition point, and platform teams need a bigger strategy

Four insights you may have missed from theCUBE’s coverage of MWC Barcelona

DIVE INTO DAVE VELLANTE’S BREAKING ANALYSIS SERIES

Telcos' last chance: Why the edge becomes hyperconverged

Satya's sacrifice: Why agents threaten Office and how Microsoft responds

TheCUBE Research 2026 predictions: The year of enterprise ROI

Cloud earnings bring capex clarity, concern and confusion

Microsoft investors fret as capital spending and Azure growth decouple

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