Woofun AI reports that Goldman Sachs has initiated coverage of Intel with a "Neutral" rating and a price target of $150. The firm anticipates Intel will gain from increased server CPU demand driven by agentic AI, estimating the GPU/CPU attach rate may decline from 2x to between 1.1x and 1.4x. Goldman Sachs projects Intel's advanced packaging revenue to reach approximately $10 billion by 2030, with external wafer revenue potentially hitting $11 billion. The bank views Intel's risk/reward profile as balanced, noting that AMD, NVIDIA, and Broadcom present more attractive opportunities.