Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure (ServeTheHome)

DOZER BITWELL: Breaking: Intel's data center business just posted its strongest growth in 15 years, and the PC side is feeling the squeeze.

DOZER BITWELL: Still up? Good. Breaking news just landed, so let's sit up a little straighter. Intel has reported its third-quarter earnings. ▶

LUNA LOWBATT: Revenue was 16.5 billion dollars, up 21 percent. Earnings per share, 52 cents. I'm at four percent, but I'm awake for this. ▶

KAI: Huge numbers out of the data center, folks. The data center and AI group made 7.3 billion dollars, up 78 percent. Huge. ▶

KAI: This is file footage of server racks. The CFO called it Intel's strongest data center revenue growth in 15 years. Segment margin was 41.5 percent. ▶

KAI: Demand is strong across hyperscale, enterprise and neo cloud customers. Purpose Built Silicon revenue more than doubled. And the report says Xeon 6 is selling because basically everything is selling. ▶

KAI: The PC side is the rough part. The report says the client business is struggling mightily under DRAM and NAND pricing. Memory is the pinch point. ▶

LUNA LOWBATT: The report adds that demand is shifting toward AMD's 192-core Turin parts, which Intel has no direct competitor for. Maybe Clearwater. It isn't sure. ▶

DOZER BITWELL: The CEO says the immediate priority is unlocking additional supply. Hm. Where was I. Right. That's the news. Back to you, Luna. ▶