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For years, Intel (INTC) had been the undisputed leader in the semiconductor industry, powering the vast majority of the world’s computers and servers. However, that dominance has slipped over the last decade as Advanced Micro Devices (AMD) has steadily increased its share of CPUs and Nvidia (NVDA) has emerged as the powerhouse of artificial intelligence (AI) and accelerated computing.
With both rivals firing on all cylinders, the question is whether Intel can truly stage a comeback. With billions of dollars in new funding from both the U.S. government and private partners, new leadership under CEO Lip-Bu Tan, and an ambitious $100 billion manufacturing expansion plan, Intel may finally be putting the pieces together for a comeback.
