Intel Corporation
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related products and services. It also provides driving assistance and self-driving solutions; and develops and manufactures multi-beam mask writing tools. The company sells its products through sales organizations, distributors, resellers, retailers, and OEM partners. It serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. Intel Corporation has a strategic collaboration with Infosys Limited to develop a multi-layer AI fabric that unifies infrastructure, models, data, applications, and workflows into a composable and agent-ready ecosystem. The company was incorporated in 1968 and is headquartered in Santa Clara, California.
What does it do?
Intel makes the chips — tiny pieces of silicon packed with billions of transistors — that power most of the world's computers and servers. When you buy a laptop from Dell or HP, there's a good chance an Intel processor is the brain inside it. Intel also builds chips for data centers, the giant warehouses full of servers that run cloud services like Microsoft Azure. Unlike most chip companies, Intel doesn't just design chips — it also runs its own factories to manufacture them, which is rare and expensive.
Intel is at the center of one of the biggest reshuffles in tech history: the race to build AI chips and regain manufacturing leadership it lost to rivals like TSMC and AMD. The U.S. government is betting billions on Intel through the CHIPS Act — federal funding to bring advanced semiconductor manufacturing back to American soil — making Intel a geopolitical story, not just a tech one. If Intel can pull off its turnaround, it could be one of the most important infrastructure companies of the AI era.
How does it make money?
Intel earns most of its roughly $53 billion in annual revenue from two main areas. The biggest is its Client Computing Group (CCG), which sells processors for laptops and desktops — think the 'Intel Inside' sticker on your computer. The second is its Data Center and AI segment (DCAI), which sells server chips to companies running cloud and AI workloads. Intel is also building a Foundry business, where it manufactures chips for other companies — similar to how TSMC works — but this segment is still early and currently losing money.
Why do investors care?
Intel's investment story is essentially a comeback bet. The company fell behind TSMC in manufacturing precision and lost serious market share to AMD in both laptops and data centers. New CEO Pat Gelsinger launched an ambitious plan called IDM 2.0 to catch up by 2025-2026 with next-generation chip manufacturing. If Intel hits its manufacturing targets, it could win back customers, land big foundry contracts, and ride the AI infrastructure wave — but the turnaround is expensive, slow, and far from guaranteed.
Deep Dive
MemberA full investor briefing on Intel Corporation — history, leadership, risks, and outlook.