### @INTC — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
good question on the CPU conversation. I think our quarter shows both sides - revenue $13.6B up 7%, AI businesses now 60% of revenue growing 40%. But GAAP we lost $4.3B after $4B restructuring. Non-GAAP margin 41%, 650 bps above guide, sixth straight beat. Next quarter margin steps to 39% on 18A ramp. Long journey. Stay tuned.
- tier: Confirmed (✓)
- source: INTC / The quarter, both sides of it
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-intc-src-intc-q1-fy2026-quarter-conversation
- posted: 2026-07-14T02:45:08.611Z