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Intel: earnings and data centre demand

This dossier tracks Intel’s earnings and demand for data centre and AI processors.

Last updated : 1 key moments

Where things stand

As of 29 October 2026, Intel reports quarterly revenue of $16.5 billion and forecasts $15–16 billion for the next quarter.

Intel’s data centre and AI revenue rises 78%

Intel reported third-quarter revenue of $16.5 billion on 29 October 2026, up 21% from a year earlier. Its Data Center and AI division generated $7.3 billion, a 78% increase.

intel logo.
The Intel logo, used to identify the company. — Intel / Wikimedia Commons — public domain, PD-textlogo ; sans modification.

Server growth contrasts with a 5% decline in the PC and physical AI business, to $8.1 billion. Net income attributable to Intel was $3.3 billion, compared with $4.1 billion a year earlier.

Intel forecasts fourth-quarter sales of $15–16 billion. The division’s revenue does not isolate AI: it also includes server processors used for other workloads.

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