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Intel boosts spending plans on AI boom

Intel expects third-quarter revenue between US$15.8 billion and US$16.8 billion. Read more at straitstimes.com. Read more at straitstimes.com.

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straitstimes.comStai leggendo9 h fa

Intel boosts spending plans on AI boom

Intel beats Q2 (revenue +25%, profit 42¢ vs 21¢) and raises capex to $20B on agentic AI demand; data center $6.26B vs $5.37B. Multi-year deals (3-5yr) plus foundry wins (Tesla 14A) confirm sustained boom: managers now face real CPU supplier alternatives to Nvidia/AMD.

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Intel boosts spending plans on AI boom

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Intel boosts spending plans on AI boom

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Intel results to test if AI-fueled rally has room to run

Intel's earnings will test whether the AI chip rally is real or a rerun of 1999

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump - The Economic Times

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump

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Intel reports its “strongest revenue growth in more than fifteen years.”

Intel results to gauge sustainability of AI-driven rally

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Intel reports its “strongest revenue growth in more than fifteen years.”

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Intel boosts spending plans on AI boom

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Intel forecast crushes estimates as AI boom boosts chip demand; shares jump - The Economic Times