Intel’s Ponte Vecchio: Chiplets Gone Crazy
The potential for intel to explode is definitely there if intel executes with its AI demand.I suppose one unknown catalyst with intel is what happens in taiwan/china. If things get crazy over there, suddenly intel seems alot more valuable as the 'US' chip maker (they produce roughly 75% in the US iirc). If the gov starts to even more heaivly subsidize non-reliance on asia, intel could find major gains if TSMC/samsung get shut out.I mean, just look at the market caps- Intel is worth 6x less than nvidia despite  historically having the same or greater gross revenue (not counting the most recent quarter of course).