The fact that $NVIDIA(NVDA)$ has chosen Intel's Xeon 6 as the host CPU for its formidable DGX Rubin NVL8 platforms shows that Intel has what it takes to be part of the AI infrastructure team.
Intel is also backed by the Chips Act and a 10% US government equity stake.
It is not surprising that Intel's share price has skyrocketed 143.27% year todate. Under CEO Lip Bu Tan, Intel is now playing a prominent role in the next chapter of the AI revolution.
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