The CEO's announcement directly relates to Intel's future product strategy and revenue potential. Shipping 40 million AI-enabled PCs is a significant milestone that indicates growth and innovation in a key technology sector. This news is likely to be viewed positively by investors, as it suggests Intel is adapting to market demands for AI capabilities and could lead to increased market share and revenues. However, the actual impact on the stock will depend on market conditions, competitive responses, and the company's ability to meet this target.