Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, ASPs up 14% vs prior peak in the same period. DCAI revenue accelerated from 4Q25 and continued into 1Q26. DCAI operating income in 1Q26 ($1.54) alone is higher than whole FY24 ($1.24B). With more DC capacity is coming online in next 3 quarters it will get even better.
Source: Sravan Kundojjala
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