Intel's stock price was resilient this week, especially considering the market correction and the significant pullbacks experienced by many star stocks. Intel's stock price, however, fluctuated slightly at a high level before quickly rising on Friday, breaking through the 50 mark. What recent developments/news have Intel made? 1️⃣ GPU Direction Intel CEO Lip-Bu Tan stated at the Cisco AI Summit: "Intel is building a new GPU initiative, led by newly hired Chief GPU Architect Eric Demers, with data center veteran Kevork Kechichian involved." This indicates that Intel hopes to re-enter the accelerated computing field dominated by Nvidia and AMD. The market reacted positively to this news. However, we also understand that there is often a gap of several years between "announcement" and "competitiveness." Here's a supplementary point about the "dream team" that Chen Liwu highly values. He stated that persuading this "guru" (Chief Architect: Eric Demers) to join Intel involved considerable effort. He officially joined in January 2026. Previously, he was Senior Vice President of Engineering at Qualcomm, responsible for GPU architecture for over 13 years. 2️⃣ China Market and Intel During Friday's rebound, Intel's stock price rose approximately 4% intraday, outperforming the overall chip sector. According to Reuters: 🌟 Delivery times for some Intel server CPUs in the Chinese market have been extended to up to 6 months. 🌟 Server CPU prices have risen by more than 10%. 🌟 China accounts for over 20% of Intel's total revenue, and the supply of Intel's fourth-generation and fifth-generation Xeon server CPUs is currently particularly tight. Two sources familiar with the matter said Intel has begun rationing shipments and has informed customers of supply constraints. A third source said that delivery times for some AMD products have been delayed by 8 to 10 weeks.