Intel had just reported its Q4 2025 earnings, and while there is a lot to talk about, the focus has been on the company's wafer shortages and how customer commitments could be affected. Intel Claims They Failed to Judge Hyperscaler Demand, But This Year, They Are Pivoting Towards Them With the AI frenzy, CPUs are actually turning out to be a segment under massive shortage, as hyperscalers upgrade old x86-based infrastructure, opening up a new opportunity for both Intel and AMD. Talking about the enormous demand Intel is witnessing from the client and AI markets, Intel's CFO David Zinsner revealed […]
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