Key Points Intel is struggling to produce enough server CPUs, suggesting that the price of these chips is poised to jump higher. The server CPU shortage will be a tailwind for Intel, but it could be a bigger growth driver for AMD. 10 stocks we like better than Advanced Micro Devices › Intel (NASDAQ:INTC) is firmly in the artificial intelligence (AI) chip race, driven by improving demand for server central processing units (CPUs), which has been fueled by growth in agentic AI and inference workloads. Inference and agentic AI are multi-step tasks, unlike chatbots that gained popularity in the first wave of AI deployment. Instead of simply answering a prompt, AI agents break down a query into multiple steps to perform tasks autonomously.
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