Intel: A new energy-efficient GPU for AI data centers will be launched in 2026. Attack on NVIDIA and AMD?

Our comeback bet on Intel (i) in the US model portfolio has started off well with a 60% book gain. The USA, Softbank, and NVIDIA have positioned themselves with the former chip giant. Together with NVIDIA, they are working on a new architecture for data centers, integrating Intel's CPUs into NVIDIA's AI infrastructure. This will trigger more chip demand at Intel and improve capacity utilization. If they also succeed in scaling production processes 18A and 14A, Intel could also take off in the foundry business in the medium term. To reduce dependence...