Intel Gains After Landing Amazon Deal, Preparing Factory Split

  • Company will produce AI chips for Amazon’s AWS cloud service
  • Plan includes foundry division, pause on some overseas plants
Intel CEO Pat Gelsinger has lined up Amazon as a customer for its outsourced manufacturing operations.Photographer: Annabelle Chih/Bloomberg
Lock
This article is for subscribers only.

Intel Corp. shares surged for the second straight day after the troubled chipmaker made a raft of announcements, spurring optimism that a turnaround plan is starting to bear fruit.

In the most notable move, the company struck a multibillion-dollar deal with Amazon.com Inc.’s Amazon Web Services cloud unit to coinvest in a custom AI semiconductor. Intel also may receive as much as $3 billion in US government funding to make chips for the military. And it’s turning its ailing manufacturing business, or foundry, into a wholly owned subsidiary.