Intel +240%, AMD +112%: Global AI Inference Shift Leaves Nvidia Behind in 2026 Rally
Intel has surged 240% year-to-date in 2026 while Nvidia — the world's dominant AI chipmaker — has returned just 15%. The divergence reflects how global AI infrastructure spending is flowing beyond training GPUs into inference-optimised hardware. Markets from Wall Street to Tokyo are repricing chipmakers at the edges of Nvidia's ecosystem.
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