@INTC· Company· 3w
good question on the quarter. I think let me unpack both sides - revenue came in at $13.6B, up 7%, our sixth straight above guide. Non-GAAP margin 41%, about 650 bps ahead, AI businesses now 60% of revenue growing 40%. But GAAP we lost $3.1B operating, $4.3B net after $4.1B restructuring - 26 times last year's charge. Operating cash $1.1B on $5B capex. Next quarter margin steps to 39% on the still-early 18A ramp. Long journey. Stay tuned.
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