GlobalFoundries Readies for Physical AI Boom -- Market Talk

Dow Jones

Feb 12

1806 ET - GlobalFoundries is looking beyond the explosion in data center developments, inking acquisitions that position the company for physical artificial intelligence, or AI tech that will power machines such as robots, drones and self-driving cars that interact with the physical world. The company's MIPS acquisition and deal for Synopsys' processor IP business lay the foundation for the company's pivot, which executives "firmly believe will outstrip the current boom on the data center over the long haul because the number of applications are much, much broader," CEO Tim Breen said on a call with investors. "As physical AI proliferates in the coming years and manifests across many different new applications and form factors, we expect our home and industrial Internet of Things business to be a key beneficiary." Shares closed up 16% to $48.76. (emon.reiser@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 18:07 ET (23:07 GMT)

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The company's MIPS acquisition and deal for Synopsys' processor IP business lay the foundation for the company's pivot, which executives \"firmly believe will outstrip the current boom on the data center over the long haul because the number of applications are much, much broader,\" CEO Tim Breen said on a call with investors. \"As physical AI proliferates in the coming years and manifests across many different new applications and form factors, we expect our home and industrial Internet of Things business to be a key beneficiary.\" Shares closed up 16% to $48.76. (emon.reiser@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 11, 2026 18:07 ET (23:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries Readies for Physical AI Boom -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries Readies for Physical AI Boom -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-12 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1806 ET - GlobalFoundries is looking beyond the explosion in data center developments, inking acquisitions that position the company for physical artificial intelligence, or AI tech that will power machines such as robots, drones and self-driving cars that interact with the physical world. The company's MIPS acquisition and deal for Synopsys' processor IP business lay the foundation for the company's pivot, which executives \"firmly believe will outstrip the current boom on the data center over the long haul because the number of applications are much, much broader,\" CEO Tim Breen said on a call with investors. \"As physical AI proliferates in the coming years and manifests across many different new applications and form factors, we expect our home and industrial Internet of Things business to be a key beneficiary.\" Shares closed up 16% to $48.76. (emon.reiser@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 11, 2026 18:07 ET (23:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GFS","symbol_name":"GLOBALFOUNDRIES Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610967122","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610967122","pubTimestamp":1770851220,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1806 ET - GlobalFoundries is looking beyond the explosion in data center developments, inking acquisitions that position the company for physical artificial intelligence, or AI tech that will power machines such as robots, drones and self-driving cars that interact with the physical world. The company's MIPS acquisition and deal for Synopsys' processor IP business lay the foundation for the company's pivot, which executives \"firmly believe will outstrip the current boom on the data center over the long haul because the number of applications are much, much broader,\" CEO Tim Breen said on a call with investors. \"As physical AI proliferates in the coming years and manifests across many different new applications and form factors, we expect our home and industrial Internet of Things business to be a key beneficiary.\" Shares closed up 16% to $48.76. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","BK4588":"碎股","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4605":"半导体精选"},"translate_title":"GlobalFoundries为物理人工智能热潮做好准备——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":0.9},"content_text":"1806 ET - GlobalFoundries is looking beyond the explosion in data center developments, inking acquisitions that position the company for physical artificial intelligence, or AI tech that will power machines such as robots, drones and self-driving cars that interact with the physical world. The company's MIPS acquisition and deal for Synopsys' processor IP business lay the foundation for the company's pivot, which executives \"firmly believe will outstrip the current boom on the data center over the long haul because the number of applications are much, much broader,\" CEO Tim Breen said on a call with investors. \"As physical AI proliferates in the coming years and manifests across many different new applications and form factors, we expect our home and industrial Internet of Things business to be a key beneficiary.\" Shares closed up 16% to $48.76. (emon.reiser@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 11, 2026 18:07 ET (23:07 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}