Two investors discuss semiconductor and data center infrastructure growth prospects. IntelBull projects Intel's 2027 revenue could nearly double to $106–111B across data center, client computing, and foundry segments, targeting a $1–2.1T valuation. MegatrendGlobal highlights One Stop Systems' commercial data center pipeline surge from $500M to $650M in five months, with data center infrastructure now dominating 82% of addressable opportunities.