Intel $INTC CFO Dave Zinsner on server CPU demand:
“We expect the industry to remain supply constrained throughout 2027 and into 2028.”
“We now expect industry server CPU units to grow more than 30% in both 2026 and 2027.”
“Growth would be higher in both years if additional industry supply were available.”
Oct 29, 2026 · 9:38 PM UTC
Same company, two different worlds. PCs are falling apart, down about 12% next year. Server CPUs are growing over 30% because AI agents need them. The market only heard the PC part tonight. $INTC
Huge server CPU demand signal. You and @MarkLautr are my go-to finance accounts for this.
