过去两年，整个硅谷的供应链都在拼了老命给英伟达造GPU，根本没人管CPU的死活。甚至有人断言，英特尔和x86架构迟早要被扫进历史的垃圾堆。但现实，当AI从生成模型进化到Agentic AI，英特尔却携手AMD，一起迎来了新估值，甚至发起了对英伟达算力垄断的世纪包抄。
参考资料（部分）：
[01] 2026 Q1 Intel Quarterly Report / Intel
[02] Intel Reports First-Quarter 2026 Financial Results / Intel
[03] Q1 2026 Intel Corporation Earnings Conference Call / Intel
[04] Earnings Insight / FactSet
[05] 2024 Intel Annual Report / Intel
[06] TSMC 2025 Annual Report / TSMC
[07] Arm-based CPUs to Capture 90% of AI ASIC Server CPU Market by 2029 / Counterpoint Technology Market Research
[08] 2025 Q2 Intel Quarterly Report / Intel
[09] TESLA INC (TSLA.MX) Q1 FY2026 earnings call transcript / Yahoo Finance
[10] Accelerating AI and HPC with advanced process and packaging technologies / Intel
[11] Case 4:24-cv-04722-YGR / United States District Court Northern District of California
[12] A Holistic Evaluation of Buried Power Rails and Back-Side Power for Sub-5 nm Technology Nodes / IEEE Transactions on Electron Devices
[13] 人工智能驱动单芯片PPA提升，背部供电将成为行业新趋势 / 国金证券
[14] Intel Legends Moore And Grove: Making It Last / NPR
[15] Intel Delays 10nm ‘Cannon Lake’ Processors To Late 2019 / Silicon
[16] Intel's next-generation 7nm chips delayed until 2022 / BBC
[17] Intel Sapphire Rapids Is Delayed Until Q2 2022 / Glenn's SQL Server Performance
[18] Intel Meteor Lake gaming CPU line up might not show up till 2024 / PCGamersN
[19] Inside Intel’s Delays in Delivering a Crucial New Microprocessor / The New York Times
[20] Intel Reportedly Postpones TSMC Order for Arrow Lake Tiles to Q4 2024 / ExtremeTech
[21] Yield problems reportedly leave Intel Meteor Lake supply constrained / TechSpot
[22] Intel Halts Products, Slows Roadmap in Years-Long Turnaround / EE Times
[23] Tech Giants Microsoft, Intel Joining Dow Index / Los Angeles Times
[24] Intel data center CPU sales hit the lowest point in 13 years / Yahoo Finance
[25] AMD rockets past 35% market share in desktop PC market as Intel's share loss accelerates / Tom's Hardware
