Can Intel Cash in on Getac’s F120 Launch to Scale AI-Enhanced Tasks?

Intel Corporation INTC recently announced that its AI Boost NPU and Intel Core Ultra 200V Series Processor will power the world’s first fully rugged Copilot+PC in tablet form. Dubbed F120, this state-of-the-art tablet is manufactured by Getac Technology Corporation, a leading provider of rugged computing and mobile video solutions. Designed to harness AI (artificial intelligence) capabilities in complex and challenging environments across the defense, utilities, manufacturing and automotive industries, the F120 boasts seamless multitasking prowess, courtesy of Intel’s NPU and processor support.

The increased adoption of Intel processors and NPUs follows the positive feedback of Xeon 6 processors with Performance-cores (P-Cores). This system-on-chip (SoC) has been designed to meet the huge demand for high AI workloads across various sectors. With industry-leading performance across data center workloads and up to two times higher performance in AI processing, the Xeon 6 family delivers the industry’s best central processing unit (CPU) for AI at a lower total cost of ownership (TCO). 

Intel Xeon platforms have reportedly set the benchmark in 5G cloud-native core with substantial performance and power-efficiency improvements, additional power-saving capabilities and easy-to-deploy software. This has triggered healthy demand trends from major telecom equipment manufacturers and independent software vendors to optimize and unleash proven power savings for a more sustainable future.

Intel has also partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading innovator in autonomous compute orchestration and cloud optimization, which leverages AI and ML technologies, is likely to deliver an end-to-end solution with support for quota enforcement, dynamic borrowing, fair queuing and priority-based scheduling. This, in turn, will bring cloud-like agility and efficiency to on-premises or hybrid infrastructure for a more competitive AI hardware ecosystem.

With healthy AI chip traction, Intel has gained 24.6% in the past year compared with the industry’s growth of 54.5%, lagging NVIDIA Corporation NVDA but outperforming Advanced Micro Devices, Inc. AMD. While Advanced Micro has gained 15.2%, NVIDIA is up 60.8% over this period.

One-Year INTC Stock Price Performance

Image Source: Zacks Investment Research

Earnings estimates for Intel for 2025 have moved down 87.2% to 14 cents over the past year, while the same for 2026 has declined 64.6% to 68 cents. The negative estimate revision depicts bearish sentiments for the stock.