Intel's AI-Fueled Comeback - Why The Chip Giant Is Back In The Game

  • Intel is undergoing a major transformation, shifting from a CPU-centric model to a multi-platform foundry and AI silicon leader, yet remains deeply undervalued. Recent financials show business stabilization, positive cash flow, and strong foundry momentum, with external orders exceeding $15 billion and government subsidies de-risking capex. AI PC and datacenter accelerator launches position INTC for secular growth, while U.S. policy support creates a unique strategic advantage over global peers.