Intel (INTC.O) on Thursday forecast Q2 revenue above Wall St estimates, pointing to strong demand for its AI-focused server processors used in data centers
Shares up ~29% premarket, on course to open at a life-high that would surpass its peak during the 2000’s dot-com boom
<h3>CPU RENAISSANCE PLAY</h3>
Evercore ISI (“outperform,” PT: $111) says Intel stands to benefit from a CPU renaissance, as agentic and inference-driven AI workloads increase the number of CPUs required per GPU
Matt Britzman, senior equity analyst, Hargreaves Lansdown says the company’s turnaround shows how early the AI cycle remains, while recent software sell-offs look more like opportunities than a signal to step away.
“Now, the main issue seems to be in ramping up capacity to a sufficient level to meet customer demand” - Russ Mould, investment director, AJ Bell
Melius Research (“buy,” PT: $100) says INTC earnings power could extend well beyond current expectations as demand for server CPUs accelerates alongside the shift toward inference and agentic AI workloads

Intel's Q1 revenue of $13.6 billion and EPS of $0.29 both beat expectations, with its data center AI business surging 22%. CEO Chen Liwu declared that "CPUs are an indispensable cornerstone of the AI ​​era," and the stock jumped 15% in after-hours trading. The veteran CPU is making a comeback in the GPU-dominated AI narrative; will you jump on board?

Intel's Q1 revenue of $13.6 billion and EPS of $0.29 both beat expectations, with its data center AI business surging 22%. CEO Chen Liwu declared that "CPUs are an indispensable cornerstone of the AI ​​era," and the stock jumped 15% in after-hours trading. The veteran CPU is making a comeback in the GPU-dominated AI narrative; will you jump on board?

 Intel Q1 Beats: Is the CPU Back in the AI Era?

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- Intel forecasted Q2 revenue surpassing Wall Street estimates due to strong demand for AI-focused server processors.  
- Shares increased approximately 29% in premarket trading, aiming for a record high beyond the 2000 dot-com peak.  
- Analysts highlight a CPU renaissance driven by rising AI workloads, while concerns about meeting customer demand persist.

BUZZ-Street View: AI demand boosts Intel, but capacity limits loom