Nvidia vs AMD vs Intel Stock: Why Intel’s Rally Just Changed the AI Chip Forecast
Intel’s surprise earnings pulled investors into a more crowded AI trade. The usual Nvidia-or-bust mindset is shifting: AMD and Intel are suddenly in focus, as attention swings from graphics chips to the CPUs powering data-center workloads. The shift matters now because AI spending is pushing further into inference—the process of running trained models—and into what’s known as agentic AI, where software acts more independently and needs less direction. GPUs, or graphics processing units, still run the show in both AI training and much of inference, but now CPUs, or central processing units, are being promoted as a larger piece of the puzzle.
