Is Intel Back in the AI Race? What’s Changing the Narrative

1 hour ago 2

Trey Thoelcke

Fri, March 20, 2026 astatine 9:45 AM CDT 4 min read

Intel (INTC) banal has gained 91.46% implicit the past twelvemonth to $46.18, driven by partnerships connected AI borderline infrastructure including expanded collaboration with Versa and Cisco connected Intel Xeon 6 processors, positive confirmation arsenic the big CPU for Nvidia’s DGX B300 systems, portion its information halfway conception grew 9% year-over-year successful Q4 2025. Intel Foundry is burning $2.51B annually successful operating losses, gross fell 4.11% year-over-year, and Q1 2026 guidance projects zero non-GAAP EPS contempt Q4 beating statement by 56.58% and currency rising 72.93% to $14.27B.
Intel’s betterment depends connected executing AI borderline infrastructure and leveraging its home U.S. manufacturing footprint successful Arizona and Oregon arsenic a strategical vantage amid South Korean and Taiwanese semiconductor vulnerabilities to helium shortages, alternatively than competing straight with Nvidia successful AI accelerators.
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Intel (NASDAQ: INTC) banal has astir doubled implicit the past year, gaining 91.46% to a existent terms of $46.18. Its 22.9% YTD summation that sharply outpaces the Nasdaq's −6.2% YTD return. Yet expert statement remains cautious: 33 Holds, six Sells oregon Strong Sells, and conscionable 9 Buys oregon Strong Buys, with a statement terms people of $47.11. The question is however a banal astir doubles portion astir analysts enactment connected the sidelines.

The reply whitethorn prevarication successful what Intel is softly gathering alternatively than what it is competing for head-on.

On March 19, 2026, Versa announced an expanded collaboration with Intel to bring AI-powered security, networking, and analytics to the Intelligent Edge. The concern centers connected Intel Xeon 6 processors with integrated Advanced Matrix Extensions (AMX) to accelerate AI borderline workloads. This is not a GPU race. Intel is targeting endeavor infrastructure wherever CPUs grip distributed AI inferencing person to the information source, a marketplace wherever Xeon 6's architecture is genuinely competitive.

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Intel confirmed the Intel Xeon 6776P arsenic the big CPU for Nvidia's DGX B300 AI-accelerated systems and announced a Cisco collaboration connected an integrated level for distributed AI workloads powered by Intel Xeon 6 SoC. The information halfway and AI conception grew 9% year-over-year successful Q4 2025, the clearest motion that endeavor request for Xeon is real.

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