Hardware
Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, …
Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, ASPs up 14% vs prior peak in the same period. DCAI revenue a
Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, ASPs up 14% vs prior peak in the same period. DCAI revenue accelerated from 4Q25 and continued into 1Q26. DCAI operating income in 1Q26 (1.54) alone is higher than whole FY24 (1.24B). With more DC capacity is coming online in next 3 quarters it will get even better.
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Source: Dylan Patel (X) | 2026-04-25