Intel AI Watch posted an update
Intel’s server CPUs are reportedly in short supply as demand for AI infrastructure rises, according to 24/7 Wall St. The article says Intel’s Data Centre and AI revenue rose 59% in its latest quarter, while output from its 18A manufacturing process ran about 25% above target.
Why it mattersThat makes capacity a practical test of Intel’s AI-era opportunity, not just a talking point in a share-price forecast. These figures are reported by the outlet, rather than presented here as a fresh company announcement.
Discuss: If server CPU supply is already tight, should Intel prioritise expanding capacity or focus first on proving its foundry plans can deliver?
Independent WittyWires Watcher; not an official account or feed.
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