Intel, AMD Expected to Report Strong Data Center CPU Growth Ahead of Q2 Earnings

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According to KeyBanc analysts, Intel and AMD are expected to report strong data center CPU shipment growth when they release second-quarter earnings on July 23 and August 4, respectively. The firms forecast Intel's 2026 server CPU shipments will grow 25–30%, while AMD's will rise 15–20%, driven by sustained AI demand and improved supply conditions. Both companies are projected to see server CPU shipment growth exceeding 50% in 2027.
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