Intel (INTC) reported sales up 25.4% in the three months to June from a year earlier, its fastest growth in the last ten years and above the previous high of 24% in the quarter ended March 28, 2020. Across the last forty quarters, the median year-on-year sales rise was only 1.3%. Management attributed the jump to AI-related businesses, including data center chips, which grew more than 70% and now make up about 70% of sales, while the Data Center and Artificial Intelligence unit rose 59%. Average selling prices also increased as Intel sold more pricier chips and raised some prices. Growth was weaker earlier, at -4.1% in the quarter to December 2025 and 7.2% in the quarter to March, and in July management had guided the September quarter to about 1.2% above June at the midpoint, while expecting PC consumption to fall by a low double-digit percentage in 2026.
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