Intel – For me, the US chip giant delivers exactly the breakthrough the turnaround story needed!

I am truly impressed by these numbers: With a adjusted earnings per share of $0.29, Intel completely surpasses the consensus estimate of just $0.01, and the revenues of $13.6 billion are clearly above expectations by around $1.2 billion. However, for me, the real star of the show is the data center business – a 22% increase to $5.1 billion shows that Intel is finally benefiting from the AI boom, which has so far been almost exclusively attributed to NVIDIA. CPUs are increasingly being used as orchestration units for AI workloads, and this is exactly...