Weekly AI Update: March 13th, 2025
Lip-Bu Tan to Lead 英特尔
Intel shares surged over 10% in after-hours trading following the announcement that Lip-Bu Tan will take over as CEO next week. A seasoned semiconductor executive and investor, Tan previously led Cadence Design Systems, where he doubled revenue and expanded margins. His deep ties to the semiconductor industry, including investments in China, have drawn scrutiny from Washington. Analysts are speculating whether Tan will maintain Intel’s integrated model or split its product and foundry businesses, particularly as reports suggest 台积公司 and 博通 have explored acquiring Intel’s chip plants.
Archer & Palantir Technologies Partner on AI-Driven Aviation Tech
Archer Aviation and Palantir Technologies have announced a partnership to integrate AI into next-generation aviation systems. The collaboration will leverage Palantir Foundry and AIP to enhance Archer’s aircraft manufacturing capabilities while jointly developing AI-powered solutions for air traffic control, movement control, and route planning. With aviation historically constrained by legacy technology, AI-driven advancements could improve efficiency, safety, and scalability. The partnership will be formalized today at Palantir’s AIPCon, where CEOs Alex Karp and Adam Goldstein will outline their vision for AI’s role in the future of air mobility.
CrowdStrike Expands Partner Program to Drive Cybersecurity Growth
CrowdStrike shares climbed in premarket trading after the company announced a major expansion of its Accelerate partner program. The initiative aims to deepen collaboration with service providers, distributors, and managed security service providers, offering new incentives such as Volume Incentive Rebates and exclusive discounts. A key highlight is Falcon Flex, a flexible licensing option allowing partners to tailor cybersecurity solutions to client needs. The expansion comes as AI-driven threats accelerate demand for advanced security solutions. CrowdStrike also recently reported strong Q4 earnings, with revenue exceeding $1.05 billion, reinforcing its position as a leader in the cybersecurity space.