Intel: How the Company Becomes a Winner of the AI Inference Era Through Its CPUs!

Intel (i) is in our US model portfolio. The position is now trading with a book gain of more than 100%. We are betting that they will succeed in the foundry business and become a stronger competitor to TSMC. The valuation gap would decrease. Furthermore, Intel is positioning itself as an inference beneficiary through collaboration with NVIDIA and its own CPUs. How does Intel ultimately benefit from this? Orchestration of AI Agents : While GPUs handle the massive computational workloads for training LLMs, agent-based systems (AI agents that plan...