AI technology is transitioning from model training to inference, which now accounts for 80-90% of AI costs, up from one-third in 2023. This shift favors companies like Intel, which has a strong portfolio in AI inference chips, contrasting with Nvidia's dominance in training. Industry data highlights a changing CPU:GPU usage ratio in AI applications, benefiting Intel's position in the growing agentic AI market. Intel's recent performance in the AI chip sector has exceeded expectations, signaling a potential resurgence for the company.
Intel's stock fell 24% over the past month, dropping below $100 after a strong rally earlier in 2026. Despite a 154% gain year-to-date, concerns about AI spending and losses in its foundry business weighed on the stock. Intel's recent $2.3 billion ac...
Intel announced it will acquire Israeli quantum computing software firm Classiq for about $2.3 billion, aiming to combine Classiq's software with Intel's hardware expertise to build a comprehensive quantum computing business. This move supports Intel...
NVIDIA's Vera CPU is already shipping to major hyperscalers, with management expecting CPU revenue to more than double in fiscal 2028. This growth threatens AMD and Intel, who have long dominated the server and PC CPU markets. NVIDIA's Grace CPU has ...
Intel Corporation is rated a Buy at $85-86 due to improving fundamentals and a turnaround in its foundry business. The DCAI segment margins jumped from 16% to 39.5% year-over-year, driven by CPU shortages and strong pricing amid rising AI demand. Fou...
Intel's stock surged 5% following a Buy rating upgrade from New Street Research, which highlighted a persistent shortage of server CPUs driven by growing demand from AI applications. The analyst expects supply constraints to last for years, benefitin...
