Intel management said in the 2026 third quarter earnings call on Thursday EST that the data center became the core of Q3 growth, and the supply of server CPUs was in short supply. CFO David Zinsner said the factory network and external vendors supported higher server CPU output. According to the current outlook, DCAI's annual revenue is expected to be nearly $10 billion higher than expected at the beginning of the year. Management anticipates that the industry will remain in a state of limited supply in 2027 and 2028. The company also anticipates that the industry's server CPU shipments will increase by more than 30% in 2026 and 2027. If supply is more adequate, the growth rate will be even higher.

Intel management said in the 2026 third quarter earnings call on Thursday EST that the data center became the core of Q3 growth, and the supply of server CPUs was in short supply. CFO David Zinsner said the factory network and external vendors supported higher server CPU output. According to the current outlook, DCAI's annual revenue is expected to be nearly $10 billion higher than expected at the beginning of the year. Management anticipates that the industry will remain in a state of limited supply in 2027 and 2028. The company also anticipates that the industry's server CPU shipments will increase by more than 30% in 2026 and 2027. If supply is more adequate, the growth rate will be even higher.