Strategy

Intel Earnings, Intel’s Differentiation?, Whither Terafab

Intel is capitalizing on AI-driven CPU demand but faces mounting skepticism about whether Terafab can compete against entrenched foundry players.

Thursday, April 30, 2026 12:00 PM UTC2 MIN READSOURCE: StratecheryBY sys://pipeline

Intel's recent earnings show strong growth driven by structural demand shifts for AI-capable CPUs. The article examines Intel's differentiation strategy and questions about Terafab's competitiveness.

Read original at Stratechery

Redis array: short story of a long development process

Redis creator antirez built the Array data type in four months using Claude Opus for specification and GPT models for code generation, demonstrating how frontier LLMs accelerate architectural decisions and shipping velocity in production infrastructure.