Intel secured a $5 billion equity investment from Nvidia in late 2025, solidifying a strategic alliance that extends beyond capital infusion. The deal grants Nvidia board representation and accelerates joint development efforts on integrated CPU-GPU architectures optimized for AI workloads. This partnership also unlocks shared R&D investments, with both companies committing to co-fund next-generation 2-nanometer packaging technologies and advanced chiplet integration studies, positioning Intel to regain competitiveness against leading foundries.

Intel’s Fab 52 in Arizona achieved a run rate of 10 000 wafer starts per month (WSPM) on its 18A process by Q4 2025, using ASML’s latest high-throughput EUV scanners. Management projects a fourfold capacity increase by Q3 2026, taking total WSPM to 40 000. Early yield reports indicate defect densities at 0.5 parts per million, matching industry benchmarks. This capacity boost supports an expected 30% year-over-year increase in advanced-node chip shipments for data center and high-performance computing segments.

Intel’s consensus adjusted EPS is forecast at $0.34 for full-year 2025, compared to a loss of $0.13 in 2024, representing a swing of over 360%. Revenue from its data center group is projected to grow 25% next year, driven by renewed server CPU demand and AI accelerator deployments. Analysts covering the stock have raised price targets by an average of 12% since mid-2025, with 70% of recommendations at Buy or Strong Buy. Institutions now hold over 60% of outstanding shares, marking six consecutive quarters of net accumulation and underscoring confidence in Intel’s turnaround trajectory.