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Intel Corporation (INTC) has suddenly become one of Wall Street’s hottest comeback stories as a fresh central processing unit (CPU) rally is sweeping through the semiconductor sector. After spending years stuck in the shadows while Nvidia Corporation (NVDA) dominated the artificial intelligence (AI) boom, Intel now finds itself back in the thick of the conversation.
Wall Street is realizing that AI infrastructure cannot survive on graphics processing units (GPUs) alone. Training large AI models might still lean heavily on Nvidia’s accelerators, although AI inference and agentic workloads require massive amounts of general-purpose computing power. That trend has thrown CPUs back into the spotlight, putting Intel’s Xeon processors right at the center of the action.
