Jun. 15 at 8:45 PM
Global Equities Research published a highly bullish thesis on Intel, setting a
$200 short-term price target and arguing the company could eventually achieve a
$5 trillion valuation. Analyst Trip Chowdhry believes the AI market is transitioning from training to inference, shifting the focus from GPUs toward CPUs and positioning Intel's upcoming 18A Xeon server chips and Panther Lake processors as key beneficiaries. The firm estimates that AI inference and applications could become eight times larger than the AI training market, with edge AI increasingly handling workloads traditionally performed in data centers.
The report also claims Intel's 18A technology, including Gate-All-Around transistors and backside power delivery, could give the company a competitive advantage in advanced manufacturing. Global Equities highlighted potential foundry relationships with companies such as Apple, Google, Amazon, and Microsoft.
$INTC $AAPL $AMZN