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中信建投：头部CPU公司财报亮眼，持续推荐AI产业链-36氪

36氪获悉，中信建投指出，Intel2026年二季度财报发布，单季收入增速创15年以来新高，Hyperscaler和企业客户强劲需求推动数据中心与AI业务成为主要增长引擎，Intel预计将进一步提升资本开支以满足下游算力投资带来的CPU强需求。AMD大会上调中远期TAM，新品量产节奏加速，CPU景气度持续。SK集团与英伟达达成5000亿美元合作协议，围绕新一代AI内存解决方案研发与长协供货，提升上游扩产确定性。AI硬件链条景气度持续，最终体现在模型侧持续迭代与应用落地，继续看好GPU、CPU、存储、高速网络及算力租赁服务等环节。

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economictimes.indiatimes.com

channelnewsasia.com

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AI · summaries

channelnewsasia.com3 g fa

Intel rises as strong forecasts signal AI boost for turnaround

Intel raised capex to $20B and beat revenue forecasts on surging data center CPU adoption for AI infrastructure. This signals Intel as a credible AI semiconductor alternative to Nvidia, reshaping IT budget decisions on accelerator procurement.

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economictimes.indiatimes.com3 g fa

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

Intel beats Q3 forecasts with +25% Q2 revenue ($16.1B), profit 42 cents vs 21 expected, boosted by agentic AI data center CPU demand. Foundry 14A gains traction: Tesla confirmed, Apple rumors. Capex $18B→$20B signals Intel's viable turnaround against TSMC/AMD.

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Timeline cronologica

venerdì 24 luglio 2026·economictimes.indiatimes.com
Intel forecast crushes estimates as AI boom boosts chip demand; shares jump - The Economic Times
Intel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, according to data compiled by LSEG.…
venerdì 24 luglio 2026·channelnewsasia.com
Intel rises as strong forecasts signal AI boost for turnaround
July 24 : Intel's shares rose 6 per cent in premarket trading on Friday after bullish forecasts signaled the AI boom was propelling the chipmaker's long-awaited turnaround. The…