Data center Xeon
DCAI revenue rose 59% to $6.3B in Q2 2026 and operating income reached $2.5B, as AI infrastructure demand lifted server CPU sales.
The numbers
What it is
Intel's Xeon server CPUs for cloud and enterprise, sold as part of the DCAI segment. Xeon 6+ (Clearwater Forest) is the first server product on 18A and launched in Q2 2026.
Why it matters to the stock. Xeon is Intel's main exposure to AI data-center buildouts, and it competes with AMD EPYC and Arm-based CPUs.
News
Intel contributes to Open Adapter Card workgroup for standard sub-rack accelerator form factor
Intel said on October 12, at the OCP Global Summit, that it is contributing to the Open Adapter Card workgroup.
Intel commits EUR 5 billion to expand Intel 3 capacity for Xeon 6
Intel announced a 5 billion euro investment to expand manufacturing capacity on Intel 3, which will increase production of Xeon 6 and next-generation Xeon processors.
Intel launches Xeon 6+ on 18A and unveils rack-scale AI systems at Computex
At Computex in Taipei on June 2, 2026, Intel launched Xeon 6+ server processors built on its 18A process and announced rack-scale AI infrastructure with SambaNova and a disaggregated inference cloud.
Intel Reports First-Quarter 2026 Financial Results
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year over year, and non-GAAP EPS of $0.29 attributable to Intel.
Intel and Google expand multiyear Xeon CPU and custom IPU collaboration
Intel and Google announced a multiyear collaboration covering Xeon CPUs and custom infrastructure processing units (IPUs).
Intel unveils Xeon 6+ Clearwater Forest, its first 18A server CPU
Intel introduced Xeon 6+ (Clearwater Forest) at Mobile World Congress, its first server processor built on 18A.
Intel and SambaNova plan multi-year Xeon-based AI inference collaboration
Intel and AI chip startup SambaNova announced a planned multi-year collaboration to sell Xeon-based AI inference systems.
Intel Q4 2025 beats, but Q1 2026 revenue guidance of $11.7B-$12.7B misses
Intel reported Q4 2025 revenue of $13.7 billion, down 4% year over year, and non-GAAP EPS of $0.15.
Intel jumps 11% to a three-year high after KeyBanc upgrade on server CPU shortage
Intel shares rose more than 11% on January 21 to above $54, their highest level since January 2022.