Bloomberg Surveillance · Thursday, July 23, 2026
Intel is well-positioned to serve traditional data centers requiring refreshed servers with the latest CPUs for agentic workloads and AI inferencing. However, for AI data centers demanding higher power and different specifications, companies typically opt for specialized systems from Nvidia. Intel's biggest competitor in the traditional data center CPU market is AMD.
“So think of it as traditional data centers versus AI data centers. For all the traditional data centers, Intel is great because they have those servers that companies were using that they need to refresh and now Intel has the ability to give them the latest servers that, by the way, you need latest CPU servers to run these agentic workloads.”
“So when you deploy AI so far it was just training for inferencing, you need CPUs and that's where if an enterprise is looking to refresh their old servers, they'll go for Intel. They won't buy in video systems because you don't need to do that for your traditional data centers. You buy Nvidia systems for your AI data centers, which need a lot more power, which have different specs altogether.”
“So who's their biggest competitor then in that particular universe? Amd?”