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