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Investor enthusiasm around Intel Corporation (INTC) has returned with force and not without reason. Following a pivotal Q1 earnings beat, the narrative around artificial intelligence (AI) infrastructure is undergoing a subtle but important shift. For much of the past two years, GPUs dominated the conversation. But as AI systems evolve toward more complex, autonomous “agentic” architectures, the role of the CPU is rapidly being re-rated.
That pivot was reinforced by a landmark agreement between Amazon.com (AMZN) and Meta Platforms (META), in which Meta will deploy tens of millions of AWS-designed Graviton processors to power next-generation AI workloads. Far from being a niche infrastructure decision, the deal signals a broader industry realization that agentic AI systems built around orchestration, reasoning, and real-time tool use are inherently CPU-intensive.
