Nvidia still owns the AI chip race, but AMD and Intel are making Wall Street reconsider

Intel's CEO Just Made a Bold AI Prediction. Here's Why NVDA Investors Should Pay Attention - Intel (NASDA

Intel projects CPU-GPU deployment parity with potential CPU bias as AI workloads shift from training to inference and agentic systems; Q2 AI datacenter revenue reached $6.3B (+59% YoY). Inference at production scale requires balanced CPU-GPU mix, reshaping infrastructure spend strategy and challenging Nvidia's GPU-dominated market.