As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further in favor of CPUs.

Intel reported a big first quarter of revenue led by fresh AI demand for its CPUs. The company also delivered a big forecast for the current quarter.

Intel reported strong adjusted earnings per share, revenue, and forward guidance in its first-quarter earnings report.

Demand from data centers for its CPUs pushed quarterly revenue to $13.6 billion. Shares climbed nearly 20% after hours.

The good news for Nvidia investors is that it continues to grow rapidly even as rivals have been landing lucrative contracts with hyperscalers and AI companies. AI chips from AMD,

The venerable chipmaker is finding its way in an AI-driven world.

Intel's shares soared 24% as demand for its central processors from AI service firms surged, pushing the company's market value above $416 billion.

Wall Street’s view on Intel (NASDAQ:INTC | INTC Price Prediction) stock leaned bullish this morning. Citi upgraded Intel to Buy from Neutral with a $95 price target, up from $48, while Evercore ISI’s Mark Lipacis moved to Outperform from In Line with a $111 target,