• In early March 2026, Viettel High Tech announced new collaborations with Intel, AMD and ID Quantique at MWC Barcelona 2026 to co-develop AI-native 5G Advanced and 6G technologies, while Intel also expanded alliances with Ericsson, Infosys and Corvex around confidential computing, AI infrastructure and next-generation network architectures.
• These moves highlight how Intel is increasingly embedded at the core of AI-secure telecom and data center ecosystems, while facing parallel scrutiny from US lawmakers over its testing of ACM Research equipment tied to China-linked entities.
• We’ll now examine how Intel’s deeper role in AI-native 6G infrastructure and confidential computing could reshape its existing investment narrative.

Find 49 companies with promising cash flow potential yet trading below their fair value.

Intel Investment Narrative Recap

To own Intel today, you need to believe its turnaround in AI data center, foundry and advanced packaging can outweigh current losses and execution risk. The most important near term catalyst is converting AI infrastructure partnerships into meaningful, profitable volume, while the biggest risk is continued operational and geopolitical friction, including Washington’s scrutiny of its ACM Research equipment testing. The latest 5G and 6G alliances support the AI narrative but do not yet change these core drivers in a material way.

The Ericsson partnership around AI native 6G is especially relevant here, because it links Intel’s compute roadmap directly into the next generation of telecom infrastructure. If Intel can translate this into repeatable design wins in cloud RAN, core and edge, it could reinforce the thesis that AI centric workloads offset capacity constraints and legacy product reliance, even as regulatory and export control risks remain firmly in the foreground.

Yet against this AI centric optimism, Washington’s growing concern over ACM Research tools is a risk investors should be watching very closely because...

Intel's narrative projects $58.1 billion revenue and $5.2 billion earnings by 2028. This requires 3.1% yearly revenue growth and a $25.7 billion earnings increase from $-20.5 billion today.

Uncover how Intel's forecasts yield a $47.12 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were already assuming Intel could lift annual revenue to about US$62.1 billion and earnings to roughly US$8.7 billion, which is a much bolder view than the baseline narrative and depends heavily on AI and data center demand accelerating the turnaround. The latest AI focused telecom and confidential computing news may either reinforce or challenge those expectations, so it is worth comparing how your own view lines up with these more aggressive forecasts.

Explore 25 other fair value estimates on Intel - why the stock might be worth as much as 35% more than the current price!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Intel research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Intel research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intel's overall financial health at a glance.

Searching For A Fresh Perspective?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.