Intel Confirms Commitment to Consumer Market Amid Supply Shortages; Nova Lake CPUs Set for Late 2026 Release
DATA AND AI INFRASTRUCTURE
Intel has reaffirmed its commitment to the consumer market despite ongoing wafer supply shortages, as it reallocates production towards data center and AI segments. The company reported a 4% decline in Q4 2025 revenue, with Client Compute Group revenue down 7%, while anticipating a peak CPU shortage in Q1 2026 due to increased demand from AI data centers. Nova Lake desktop CPUs are set for release in late 2026, utilizing Intel's advanced 18A process.
Jan 24, 2026, 6:09 AM
