Investors held Intel shares in after-hours trading Thursday after the company released a quarterly report signaling a successful return to AI-powered hardware. %Increased by 20.
According to the financial statement, Intel exceeded analyst estimates in terms of both revenue and earnings.
Income by year .3 billion with an increase of 7.2 $13.58 billion against an estimate of ’ (€10.5 billion) $ (€11.6 billion), while adjusted earnings per share are 0.01, which many analysts expect $0.29 compared to the ’ estimate $ As it happened.
The firm also provided evidence that its strategy of integrating advanced AI capabilities into its product range yielded results and strengthened the outlook.
The core of Intel’'s financial recovery was found in the Data Center and Artificial Intelligence (DCAI) section, which delivered results far beyond Wall Street estimates.
The DCAI segment generated revenue of $5.05 billion (EUR 4.2 billion) in the quarter; compared to the same period last year. %It represents an increase of 22.4’. This figure was considerably higher than the $4.41 billion (€3.77 billion) forecast by analysts.
The figures confirmed that Xeon 6 processors and Gaudi 3 AI accelerators have received significant interest among enterprise customers and cloud service providers.
Intel CEO ’ Lip-Bu Tan, who took office just a year ago, “ stated that the next wave of artificial intelligence will move from basic models to inferences and agency models, bringing intelligence closer to the end user.
“This change significantly increases the need for Intel’'s CPU’s, sheet and advanced packaging offerings.”
Looking ahead, Intel released a strong forecast for the second quarter, predicting revenue to be between $13.8 billion (€11.8 billion) and $14.8 billion (€12.6 billion). This estimate is well above the $13 billion (euro 11.1 billion) that investors expect.
2025Recovering from U.S. government intervention in ’
These positive figures reassured shareholders who witnessed the most turbulent year in Intel’'s recent history. In 2025, the company faced a serious existential crisis that reported billions of dollars in losses and struggled with inefficient production nodes.
In order to prevent an alleged collapse that could threaten national security, the Trump administration announced that the August 2025 ’te operation would %He took a direct stake of 9.9’.
U.S. Government 20.47 $ (€18.01) at a share price of 8.9 billion $ (€7.8 billion) invested; The investment is 5.7 billion. $The ’ (€5 billion) was funded by grants granted to Intel’ but not yet paid.
As part of the broader agreement, Intel canceled high-profile factory projects in ’, Germany and Poland to consolidate its operations and focus on U.S. domestic production.
At the time of writing this article and after-hours transactions %Intel shares after 20’ increase nearly since Trump administration buys shares .3 representing an increase of 300’ $ It is at the 71.5 level.
In this troubled time, Intel is also implementing a major downsizing strategy to bring its global workforce %It reduced 25, that is, about 25,000 employees.
According to management, this move was designed to stop the flow of capital and simplify the “ factory footprint, which was unnecessarily fragmented.
The current earnings performance shows that while these tough measures were difficult at the time, they successfully stabilized the balance sheet and allowed the company to reinvest in the high-margin AI market, which had previously lagged behind its competitors.
