POPA ReconIntel ( $INTC ) Q2 2026 Earnings
Intel ( $INTC ) Q2 2026 Earnings “It was a supply (production) surprise, not a demand surprise.” What surprised the market was not the sudden increase in demand for AI server CPUs, but the fact that Intel was finally able to produce enough to meet that demand. CFO Zinsner directly stated, “Improved factory yields and shortened production cycles have led to volume expansion,” and in a separate interview with Reuters, he said, “Supply is still constrained and data center customer demand exceeds production capacity.” In other words, this quarter's sales of $16.1B was a production ceiling, not a…
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