Intel’s Data Center Business Is Booming From the Rise of Agentic AI

Intel’s best days are behind it as it faces a much tougher processor landscape with AMD, Nvidia, and Apple in the mix, while its manufacturing arm is at a competitive disadvantage. Although Intel is unlikely to recapture its former glory, the firm is making the right moves on the road to recovery and has opportunities ahead. We ultimately think the best case for Intel will be solidifying its PC processor, or CPU, business, riding the wave of agentic AI demand for server CPUs, and receiving support from outside investors to get Intel Foundry back on a solid footing.