Intel benefits from severe supply shortages driving pricing power (data center rev +59% on +9% units) and projected CPU sales doubling in 2026-2027.

Uh, we've got there's there's a lot to cover. Obviously, we're going to cover this uh with AMD and uh Intel. We'll be covering those in just a moment.

Uh Intel was 14% on Intel. Wow.

Relies on a lot of compute driven applications. There are really two compute vendors. You've got Intel and AMD.

So AMD is doing x86, that's your Intel style, Intel Corporation was up like 14% today, ended up 12%. So AMD, think x86 and Intel.

So, you've got AMD, Intel, you've got ARM, Apple, obviously Meta, which is driving this insanity today.

Obviously, Intel. We talked about them, but why do we care about Intel? Because Intel is projected to double their CPU sales between 26 to 27, potentially frankly both years.

Their data center and AI revenue in the second quarter of 2026 was already up 59% from a year ago. And that was only on 9% more units, which is crazy. So you delivered 9% more CPUs, but your pricing is up to make up the difference 48%. That's pricing power.

So, Intel is seeing pricing power as well. So, not only are they a manufacturer, but they're also a chip designer manufacturing their own CPUs. So, it's a big win for Intel as well.

Intel CEO CEO highlights a severe supply shortage in server CPUs with Intel's existing capacity fulfilling only 50% of actual customer demand.

According to reports, Intel will raise PC CPU prices by about 10%. and expect even more of a price increase for data center run ones. But what's rocketing are data centers. So the fact that Intel is raising pricing on consumer CPUs is actually surprising.

But it just shows you how severe the shortage is.

Okay, let's keep going here. So, uh, going back to Intel for a moment since we're jumping around here. Data center customers are going nuts for CPUs in part because of Aentic AI.

We know that Capex is exploding at Intel just like it is at almost all of the infrastructure plays.

Uh, but Intel is like your expensive manufacturing buildout where you're taking all the money you're making and you're throwing it into building out this manufacturing process.

AMD doesn't have to do that because AMD can manufacture with Intel or Taiwan Semi.

And the benefit of this is AMD is almost certainly always going to be a higher margin play than Intel. Something to think about. It's not bagging on Intel. That's just a comparison.

Everybody knows there's so much money to be made in CPUs, so the competition is coming. The pure play in fairness right now, AMD and Intel, and I think that's why they've done so freaking well right now.

Talked about Intel.

which means it's early for Intel,