Intel Corp INTC

Intel’s Turnaround is Looking Good Thanks to Booming Server CPU Demand

Intel’s best days are behind it as the company faces a much more difficult processor landscape today with AMD, Nvidia, and Apple all in the mix, all 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.