4/27/2026
By Charles Payne, CEO & Principal Analyst

Intel is Back, Baby!

It's rather appropriate that the pendulum has swung back in favor of Intel, which launched the first microprocessor in 1971. Now, the company is hot. However, Intel CEO Lip-Bu Tan is guarded and on the call, noting the ratio of CPU (central processing unit) was 1 to 8 GPUs (graphics processing units), but now 1 to 4, and moving toward priority – or even better.

Insatiable Demand

The industry believes there is already demand parity.  

In fact, some of the more rambunctious predictions are that the once-8:1 demand ratio of GPU to CPU will shift to an 8:1 ratio in favor of CPUs over GPUs.

The fact of the matter is, the pendulum will swing back and forth.

The most important point to remember is that this is still the beginning of the AI buildout, as training and inference will coexist for the next couple of years, stoking serious competition.

For investors, this means a lot more opportunities.

CPU Tutorial

There is a lot more information on CPUs over the past month than over the past decade. Investors need to have a basic understanding of the hottest niches in technology, especially across the AI ecosystem.

Nobody is expected to become an expert, but I marvel at how much the average person knows about the local baseball team than the stocks in their portfolio – or the stocks that should be in their portfolio.

This is a lot more fun than fantasy sports or sports betting because there is less guessing and more time to devote to educating yourself.

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Charles Payne
Wall Street Strategies