Group 1 - The new CEO of Intel, Lip-Bu Tan, emphasized the need to develop competitive cabinet-level system solutions to strengthen the company's position in the cloud AI data center market, which is a top priority for him and his team [2] - Nvidia currently dominates the AI data center market, holding nearly 90% of the AI chip market share, while Intel's performance in the AI sector has been lacking [2] - Intel admitted that its Gaudi series AI accelerators would not meet the previously set revenue target of $500 million for 2024, and its next-generation AI data center product "Falcon Shores" is reportedly facing difficulties, leading to the development of another solution called "Jaguar Shores" [2] Group 2 - Lip-Bu Tan is targeting Nvidia's top-tier GB200 NVL72 Blackwell AI system, which is described as the "apex predator" in AI computing, featuring 72 GPUs in a single server cabinet, significantly increasing computational density [3] - Following his appointment as CEO, Lip-Bu Tan agreed to purchase $25 million worth of Intel stock within 30 days, demonstrating his commitment to the company and its shareholders [3] - Intel stated that Tan's stock purchase reflects his trust in the company and his commitment to creating value for shareholders [3]