▲ 6 r/intelstock
Nvidia: This year’s CPU revenue is expected to reach $20 billion.
Meanwhile, Intel’s entire DCAI segment (DC CPU+AI accelerator) just generated only $16 billion in 2025…
u/Ok-Can-224 — 1 day ago
u/Ok-Can-224
▲ 28 r/intelstock
Intel Stock Drops. It’s Losing Ground to AMD and Arm.
It’s pretty funny watching the narrative.
Intel themselves already cited supply constraints in Q1 as a reason for weaker results, and they guided that they’d recover and regain momentum since Q2.
Yet there’s so many headlines about Intel “losing CPU market share” but they never report the weakness because of the supply constraint in Q1.
u/Ok-Can-224 — 8 days ago