INTC pushes AI chips while HUBS embeds AI across its CRM, but which tech stock holds the stronger upside for 2025?

Shining a Spotlight on Intel Intel (NASDAQ:INTC) has emerged from the shadows of its semiconductor rivals, capturing the attention of investors and policymakers alike. After years of struggling to keep pace with competitors like Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM),

Shares in the chip maker rose following news of SoftBank’s planned investment and a possible stake for the U.S. government.

The industry looks very different from when Intel was the clear leader. Nvidia and AMD dominate AI and data centers, while TSMC is the dominant foundry. Intel is now cast as the underdog.

The ongoing US trade policy saga has revealed there are many ways for the administration to help a company's fortunes

If you haven't been investing in companies connected to the artificial intelligence trend, it's not too late to start.

The back-to-back news items signal a public and private sector commitment to domestic semiconductor production and underscore Intel's importance.

Yet Intel still matters, as Mr Trump’s interest shows. The most advanced chips, vital for smartphones and AI, are now made almost entirely by TSMC. America’s tech giants depend on it. Such reliance on a single supplier—particularly one based in Taiwan—is risky.

By extending the pool of RAM available to integrated graphics, Intel is positioning its systems to handle larger models that would otherwise be constrained. This may allow users to offload more of the model onto VRAM, reducing bottlenecks and improving stability when running AI tools.