Updated
Updated · The New York Times · Jul 23
Intel Revenue Jumps 25% to $16.1 Billion as AI Spending Shifts Toward CPUs
Updated
Updated · The New York Times · Jul 23

Intel Revenue Jumps 25% to $16.1 Billion as AI Spending Shifts Toward CPUs

3 articles · Updated · The New York Times · Jul 23

Summary

  • $16.1 billion in quarterly revenue marked Intel’s strongest growth in 15 years, with the company saying tech customers are increasingly buying CPUs alongside AI-focused GPUs.
  • Nearly 60% growth in Intel’s data center unit drove the beat, reflecting rising demand for chips that run AI applications and cloud services.
  • Shares climbed nearly 9% in after-hours trading after Intel also forecast further growth, topping Wall Street expectations.
  • An $11 billion quarterly loss still widened from $2.9 billion a year earlier, largely because of restructuring costs and a revaluation tied to the U.S. government’s $8.9 billion investment.

Insights

With Apple and Microsoft on board, when will Intel’s foundry finally challenge its rivals' market dominance?
Intel's AI division is growing fast, so why are layoffs happening in that very group?
As AI creates a memory chip shortage, will the cost of everyday tech inevitably rise for consumers?