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Intel Keeps Network Unit In-House, Ends Ericsson Talks After Review

The company says retaining NEX will tighten integration to strengthen AI, data center, and edge offerings.

Overview

  • Intel concluded a strategic review by deciding to retain its Network and Edge Group rather than pursue a sale or spinout.
  • The company cited benefits from aligning silicon, software, and systems to deliver stronger products for AI, data center, and edge markets.
  • Talks with Ericsson about a potential investment in the unit have ended, according to Bloomberg reporting.
  • Recent financing bolstered Intel’s flexibility, including an $8.9 billion U.S. government stake plus $2 billion from SoftBank and $5 billion from Nvidia.
  • Intel recently topped third-quarter estimates with $13.65 billion in revenue and $0.23 adjusted EPS as CEO Lip‑Bu Tan advances a wider turnaround.