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INTC

Intel

Chips & ComputeAI exposure: Partial

Xeon server CPUs, Gaudi accelerators, and a foundry business seeking AI customers.

Alerts for INTC

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Designs and manufactures CPUs for PCs and servers; building a contract-manufacturing (foundry) business.

Its role in AI

Supplies host CPUs for AI servers and its Gaudi accelerators; its foundry is positioned as an alternative to TSMC.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

Data Center and AI (DCAI) segment revenue $6.3 billion, up 59% year over year; total revenue $16.1 billion, up 25% year over year.Source · Q2 2026, quarter ended June 27, 2026
Intel Foundry revenue $5.8 billion, up 31% year over year; Client Computing and Physical AI Group revenue $8.9 billion, up 13%.Source · Q2 2026, quarter ended June 27, 2026
Gross capital expenditures (additions to PP&E) $2.652 billion in Q2 and $6,192 million for the six months ended June 27, 2026; CFO said Intel is 'meaningfully increasing our investments in equipment, clean room space, and substrates.'Source · Q2 2026, quarter ended June 27, 2026
Q3 2026 guidance: revenue $15.8 billion to $16.8 billion; GAAP EPS $0.31, non-GAAP EPS $0.38.Source · Guidance issued July 23, 2026 for quarter ending September 2026

Estimates

No third-party or editorial estimates are listed for INTC. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-07-23 (8-K)

Watch list

Q3 2026 revenue versus the guided $15.8 billion to $16.8 billion range source
Whether DCAI can sustain the 59% year-over-year growth as Xeon 6+ on Intel 18A ramps source
Physical AI/robotics adoption, with more than 130 customers adopting or testing Core Ultra Series 3 and Core Series 3 for edge AI and robotics source

Growth drivers

CEO Lip-Bu Tan: 'AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth' source
Agentic AI infrastructure strategy with new rack-scale AI infrastructure and disaggregated inference solutions built on Xeon processors, plus a €5 billion investment to expand Xeon 6 and next-gen Xeon capacity on Intel 3 source
Intel 18A introduces gate-all-around RibbonFET and PowerVia backside power delivery, with Panther Lake designed for next-generation AI-enabled workloads at the edge source

Risks

The trajectory of AI workload adoption across industries is unpredictable and could affect demand forecasts and the competitiveness of Intel's products source
If Intel cannot secure significant external foundry customers for Intel 14A, it may discontinue development of that next-generation leading-edge process technology source
Geopolitical tensions and U.S. export restrictions on advanced semiconductors to China could substantially limit Intel's addressable markets and revenue growth source

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

8-KCurrent report · items 7.01,8.01,9.012026-08-12document folder
S-8Employee stock plan registration2026-07-24document folder
S-8Employee stock plan registration2026-07-24document folder
10-QQuarterly report2026-07-24document folder
8-KEarnings release · items 2.02,9.012026-07-23document folder
8-KCurrent report · items 5.072026-05-15document folder
8-KCurrent report · items 8.01,9.012026-04-30document folder
8-KCurrent report · items 5.02,9.012026-04-24document folder
10-QQuarterly report2026-04-24document folder
8-KEarnings release · items 2.02,9.012026-04-23document folder
8-KCurrent report · items 8.01,9.012026-04-08document folder
8-KCurrent report · items 5.02,9.012026-04-03document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
TAN LIP BU Director, CEO	Open-market purchase · acquired	105,263	$95.00	2026-08-14
Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry	Option exercise · acquired	33,007	—	2026-08-03
Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry	Tax withholding · disposed	14,738	$90.04	2026-08-03
Zinsner David EVP, CFO	Option exercise · acquired	37,015	—	2026-06-02
Zinsner David EVP, CFO	Tax withholding · disposed	18,353	$109.82	2026-06-02
Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry	Open-market sale · disposed	21,024	$118.28	2026-06-02

News

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Advanced Micro Devices

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Broadcom

TSM/tsm

Taiwan Semiconductor (ADR)

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0000050863)
TradingView symbol page — full chart and data

Research note — Intel's IR calendar states 'There are no upcoming events scheduled at this time' as of 2026-09-17, so no Q3 date is listed. Intel does not report a standalone AI revenue line; DCAI is the closest segment. Fiscal 2025 10-K (FYE Dec 27, 2025) is the latest annual report; a full-year 2026 gross capex guidance figure was not found in the Q2 release.