$INTC as serious AI inference play

- Intel and Nvidia are leaders in AI accelerators and inference chips for data centers and AI - Intel's Gaudi 2 chip showed impressive results in MLPerf benchmark, competing with Nvidia - Intel received $8.5B in funding under the CHIPS Act, making it a strong AI play - Intel could be a hedge against Nvidia due to reliance on TSMC for manufacturing - Generative AI market estimated to be worth $1.3 trillion by 2032 - Intel's progress in AI chips makes $INTC stock potentially interesting - Intel could benefit if there is a geopolitical issue affecting TSMC and other competitors