SullivanRrr
10-15 01:17

$Intel(INTC)$ Intel is working directly with server OEMs like Dell, HPE, Supermicro, and Lenovo, along with Open Rack v3 ODMs. When a private company builds an on-premise agentic cluster to keep proprietary data off the public cloud, Intel gets high-margin hardware revenue across both the CPU side with Xeon and the accelerator side with D270.

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