
Intel ($INTC) is targeting a year-end launch for its new Crescent Island AI data center GPU, which focuses on inference tasks using cost-effective air cooling and LPDDR5 memory. The company is exploring a China-compliant version of the chip and aims for future in-house manufacturing through its own foundry. Sentiment is highly bullish as the author highlights the company's potential following a reported share rally of over 200% this year.