Beyond GPUs: Why Intel’s CPU Play Still Matters in AI - Wall Street Pit

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Beyond GPUs: Why Intel’s CPU Play Still Matters in AI - Wall Street Pit

Ben Bajarin of Creative Strategies sees Intel’s (INTC) recovery hinging on its foundry innovations, like PowerVia and transistor advancements, and its undervalued CPU role in AI infrastructure, though he warns it’s a long-term play toward the decade’s end. Intel Foundry’s core IP and manufacturing differentiators could drive significant value, potentially…