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Intel Q1 data-center AI surge and AMD share gains in servers

AMD logoAMD
Sig1.85Sen+2.30Env0.00Soc0.00Gov0.00
Intel logoIntel
Sig3.12Sen+2.05Env0.00Soc0.00Gov+0.63

Intel reported Q1 revenue of about $16.1B, with Data Center & AI up 59% YoY, raised 2026 capex to $20B, and named Dean Jarnac EVP and Chief Sales Officer. The company highlighted growing competitive pressure as AMD’s data-center CPU and GPU demand has driven share gains versus Intel. Q2 revenue rose 25% YoY.

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