{"slug": "a-master-plan-or-just-cpus-intel-might-be-making-a-comeback", "title": "A master plan or just CPUs? Intel might be making a comeback", "summary": "Intel's Q2 revenue hit $16.1 billion, a 25% year-on-year increase and more than $1 billion above its guidance, driven by data center and AI business growth of 59%. CEO Lip-Bu Tan said the company's core server CPU franchise is growing faster than ever as AI expands from training to inference and agentic systems.", "body_md": "[Hardware](/tag/hardware/)\n\nIs it Lip-Bu Tan’s master strategy or just a byproduct of the CPU spike? Either way, Intel’s turnaround effort is working, with the company’s Q2 revenue exceeding expectations off the back of data centre chip success.\n\nIntel closed off the quarter with $16.1 billion in net revenue, a 25% increase year-on-year and more than $1 billion above the top end of its guidance for the period, with its data centre and AI business growing 59%.\n\nCEO Tan told an earnings call: “As AI expands from training to inference and increasingly to agentic and multi-agent systems, general-purpose server CPU density continues to increase, and our core server CPU franchise is growing faster than ever.”\n\n## Get the full story: Subscribe for free\n\nJoin peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events.\n\n[Subscribe now](https://www.thestack.technology/membership/)\n\nAlready a member? [Sign in](https://www.thestack.technology/signin/)", "url": "https://wpnews.pro/news/a-master-plan-or-just-cpus-intel-might-be-making-a-comeback", "canonical_source": "https://www.thestack.technology/master-plan-cpus-intel-making-comeback/", "published_at": "2026-07-24 10:07:19+00:00", "updated_at": "2026-07-24 10:23:21.487952+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-chips"], "entities": ["Intel", "Lip-Bu Tan"], "alternates": {"html": "https://wpnews.pro/news/a-master-plan-or-just-cpus-intel-might-be-making-a-comeback", "markdown": "https://wpnews.pro/news/a-master-plan-or-just-cpus-intel-might-be-making-a-comeback.md", "text": "https://wpnews.pro/news/a-master-plan-or-just-cpus-intel-might-be-making-a-comeback.txt", "jsonld": "https://wpnews.pro/news/a-master-plan-or-just-cpus-intel-might-be-making-a-comeback.jsonld"}}