data center revenue · X 热门 · 2026-09-27 11:56 UTC

# data center revenue — X 热门讨论 (2026-09-27 11:56 UTC)

## @MentoviaX (MentoviaX) · 09-27 00:44 · ♥30 ↻3 💬1 $INTC Intel has a problem it hasn’t had in years. That is, customers want far more CPU capacity than it can ship. CEO Lip-Bu Tan said Intel is currently meeting only about 50% of processor demand as agentic AI pushes more orchestration and inference work onto CPUs.

The real earnings question is utilization. Intel’s Q2 non-GAAP gross margin reached 41.8%, up from 29.7% a year earlier, while Data Center and AI revenue grew 59%. The CPU supercycle matters the most if Intel converts backlog into shipped units without sacrificing pricing. https://x.com/MentoviaX/status/2104009157158555690