We're not yet participating in the cloud-based AI data center market in a meaningful way,” Holthaus admitted. “We have learne

Intel lost a mere $126 million quarterly, on $14.3 billion in revenue.

Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.

The ex-Intel CEO Pat Gelsinger has recently become an extremely enthusiastic supporter for DeepSeek R1. Recent developments indicated that his start up is choosing DeepSeek over OpenAI because that is far more affordable.

In the first earnings report since former CEO Pat Gelsinger left the company, Intel’s fourth-quarter revenue was down seven percent year-on-year (YoY) to $14.3 billion, whilst full-year revenue declined by two percent YoY to $53.1bn.

However, investors should exercise caution. Intel’s turnaround remains uncertain and unlikely to be swift. The stock could continue to face headwinds and may lag behind the broader market, as the company’s headwinds will likely persist, at least in the foreseeable future.

Ed Snyder explains why Intel's reliance on US government is a problem. DeepSeek's low-cost AI model does not mean INTC is out of the woods.

Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in response to China's DeepSeek.

Intel's Q4 earnings results were mixed, with INTC beating EPS consensus by $0.01 and surpassing revenue expectations by $460 million. Read my earnings analysis.

On Jan. 30, Microsoft showed off the latest Surface for Business Copilot+ PCs, Surface Laptop 7 and Surface Pro 11. Both will be on store shelves Feb. 18. Just a day earlier, the company announced all users of the Microsoft Copilot AI assistant will be able to toggle on OpenAI’s o1 model for slower, more “thoughtful” responses.

Holthaus also revealed that Intel plans to use Falcon Shores as an internal test chip, not launching it in the market. This move is part of the company's strategy to streamline its roadmap and optimize resources. "AI data center...is an attractive market for us," Holthaus said during the call. "But I am not happy with where we are today."