Nvidia likely adopts Intel x86 CPUs for the head-node of its Rosa Feynman variant to replace its own internal CPU architecture. A mid-quarter analyst note raised Intel's target price to $150, citing 80% yields for 18A server CPUs and 50% yields for Clear Wafer Forest CPUs in 2Q26. The company's backend pipeline is forecast to generate $1.1 billion in 2027 and $7 billion in revenue by 2028.

Foundry projects include HBM base die production starting in 2029 for two major suppliers, possibly including Hynix and Micron. Intel plans to reach 80 KPM capacity for 18A by the end of 2028 and starts full production of Clear Wafer Forest in 1Q27. The update also notes that GPT-6 agentic capabilities boost demand for server CPUs.