Intel says data-center supply stays tight through Q4 as revenue tops estimates at $16.1B
BenBajarin · x · 2026-07-24
Intel said it is still undershipping data center demand, with supply constrained through Q2, Q3 and expected to remain tight in Q4.
In the same interview, the CFO said Intel has locked in 10+ long-term customers, expects capex to rise next year, and still targets high-volume 14A production in 2028. The company also reported $16.1B revenue versus $14.4B expected and $0.42 EPS versus $0.21 expected.
Related event: Intel Q2 Earnings Beat Expectations, AI and Foundry Demand Drive Up CapEx(11 posts)→
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