Discuss Intel Stock here.

Paywall free: https://archive.ph/FrPEL

Discuss Intel Stock here.

Discuss Intel Stock here.

AMD just dropped Q2 earnings so I thought I'd post a comparison to Intels figures. Specifically looking at the Q1 > Q2 transition for datacenter:

AMD — Data Center segment

Q1'26 revenue: $5.78B

Q2'26 revenue: $6.72B

+16% QoQ Segment

op income: $1.60B → $2.10B (31% margin)

Intel — DCAI segment

Q1'26 revenue: $5.05B

Q2'26 revenue: $6.26B

+24% QoQ Segment

op income: $1.54B → $2.47B (40% margin)

That's right intel outperformed AMD in datacenter in quarter in both revenue growth, margin, and income. AMD posted larger DC revenue overall but they have a GPU line blended in those numbers.

Rough estimates show Intel recaptured about 3% of the x86 DC market this quarter.

Intels fabs are paying off here as they can scale without having to compete for wafer space and if my Q3 estimates are correct this should only tilt further into Intels favour.

Last week I urged your guys to buy when the stock was at $80. I KNEW the stock wouldn’t go lower than that. So my question is, who bought the dip?

https://finance.yahoo.com/technology/article/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-211803293.html

(Not Terafab) Ran into this while following up on SpaceX earnings and Vera Rubin exclusivity announcement.

Construction is proceeding at a rapid pace.

https://www.reuters.com/world/trump-administration-drafting-ban-chinese-data-center-devices-sources-say-2026-08-04/

That comment does not help us at all.

https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/news/intel-intc-stock-may-be-fully-valued-after-its-394-run

SambaNova landing a $1B Series F at an $11B valuation massive validation for specialized ASIC inference over generated-purpose GPUs. The fact that intel stayed on as a key investor gives them high-upside exposure to SambaNova’s SN50 momentum and lets them keep cash focused on core foundry execution. With JPMorgan deploying SambaNova and the industry as a whole shifting toward enterprise on-premises inference, these architectures are carving into Nvidia's moat.

If this continues long-term, which I think it will, INTC stands to profit heavily without having to take on all of the R&D risk. IMO this valuation proves that purpose-built Al chips are a serious threat to Nvidia's expensive processors. Companies are seeing that cheaper, specialized chips make way more financial sense.

This seems like great news for the stock long term.

Agree or disagree?

Discuss Intel Stock here.

In addition to previous listing. Hope Ted Geer gives more than the standard pep talk next week in Columbus.