Intel disclosed details of its GPU D-series for high-memory AI inference and Xeon-based racks for agentic AI workloads, and confirmed Tesla as a future 14A foundry customer, alongside deeper software distribution ties with Anaconda. The article argues the Tesla deal links Intel's heavy fab and packaging spending to concrete, workload-specific demand. Analyst consensus expects revenue to grow 16.5% a year over the next three years, with profit margin rising from -19.8% today to 24.2%, and earnings from a loss of US$11.3b to US$21.8b by 2029, though estimates range from US$8.8b to US$38.1b. The analyst target of US$116.37 sits close to the current price of about US$115.93. The piece stresses execution risk, as Intel Foundry is still loss-making and breakeven has been pushed out.
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