Shay Boloor(@StockSavvyShay):$INTC has emerged as one of 2026’s biggest AI winners by benefiting across Xeon CPUs, purpose-built silicon and advanced packaging. That exposure is expanding because every accelerator rack still needs general-purpose compute to manage data, storage and workloads making agentic AI a new growth driver for server CPUs. The same buildout is pulling Intel deeper into custom silicon which nearly tripled YoY to a ~$2B annual run rate and advanced packaging where management already sees billions in backlog potential.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.07.25 14:55

$INTC has emerged as one of 2026’s biggest AI winners by benefiting across Xeon CPUs, purpose-built silicon and advanced packaging. That exposure is expanding because every accelerator rack still needs general-purpose compute to manage data, storage and workloads making agentic AI a new growth driver for server CPUs. The same buildout is pulling Intel deeper into custom silicon which nearly tripled YoY to a ~$2B annual run rate and advanced packaging where management already sees billions in backlog potential.