Intel

Agentic AI puts CPUs back at the center of data-center orchestration. Server CPU TAM revised higher toward ~$100–120B by 2030. Watch AMD/Arm globally and Hygon in China. See also AMD stock note and GPU utilization / AI infra deep dive.

Intel operating inflection emerging, but valuation already prices the strategic narrative; Lip-Bu Tan pushes finance-first, demand-anchored ops. Versus AMD’s latest note, CPU industry deep dive, and Lisa Su’s AI-accelerator roadmap, the debate is about system delivery.