Can Intel's AI PC Innovation With ASU Strengthen Its Market Position?

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Can Intel's AI PC Innovation With ASU Strengthen Its Market Position?

Intel Corporation INTC is advancing its agentic artificial intelligence (AI) strategy with a new on-device AI application for Arizona State University’s ("ASU") football program. The initiative underscores the role of Intel-powered AI PCs in automating specialized tasks and supporting enterprise device management.

Intel’s engineers worked with ASU to develop a custom AI agent to automate the creation of football practice play cards, a time-intensive part of game preparation. The tool runs on Lenovo ThinkPad X9 Aura Edition PCs powered by Intel vPro and allows coaching staff to upload opponent game footage directly to their devices. The AI agent identifies offensive and defensive player positions, tracks movements during plays and automatically converts the analysis into digital whiteboard diagrams.

The company’s new technology is expected to help ASU reduce game preparation time by approximately 15% to 20%. Its AI PCs can automate specialized workflows while reducing reliance on cloud infrastructure, and Intel vPro adds security and remote management capabilities to help IT teams protect and manage devices used both on campus and while traveling. By keeping sensitive workloads closer to the device, the platform also helps organizations maintain greater control over proprietary information.

The development reflects Intel’s broader strategy to expand the use of its AI PCs for agentic applications across industries. By combining on-device AI capabilities with its security and management technologies, the company aims to help organizations improve productivity and streamline operations.

How Are Competitors Advancing in the AI PC Market?

Intel faces competition from Qualcomm Incorporated QCOM and Advanced Micro Devices AMD. Qualcomm is expanding its AI PC efforts with Snapdragon X Series processors designed to support on-device and agentic AI applications. The company is working with software partners to run AI agents locally on Snapdragon-powered PCs. Qualcomm is strengthening its AI PC lineup with new Snapdragon X2 Series processors and devices. 

AMD is advancing its AI PC strategy with new technologies designed for local and agentic AI workloads. The company introduced the Ryzen AI Halo developer platform and Ryzen AI Max PRO 400 Series processors for developers and commercial AI PCs. AMD is focusing on enabling AI PCs to handle more demanding AI tasks directly on the device, reducing dependence on cloud-based processing.

INTC’s Price Performance, Valuation & Estimates

Shares of Intel have skyrocketed 292% over the past year compared with the industry’s growth of 39.9%.

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Going by the price/book ratio, the company's shares currently trade at 4.69 times book value, lower than the industry average of 23.65.

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Image Source: Zacks Investment Research

INTC’s earnings estimate for 2026 has increased 42.7% to $1.47 per share, while that for 2027 has increased 33.6% to $1.95 over the past 60 days.

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Image Source: Zacks Investment Research

Intel currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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This article originally published on Zacks Investment Research (zacks.com).

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