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Intel reported third-quarter 2026 revenue of $16.5 billion, up 21% year over year. EPS attributable to Intel was $0.60, while non-GAAP EPS was $0.52. For the fourth quarter, Intel forecasts revenue of $15.0 billion to $16.0 billion, EPS of $0.10, and non-GAAP EPS of $0.25.
Intel and Oracle announced a multiyear collaboration plan to expand Intel Xeon-based computing on Oracle Cloud Infrastructure (OCI). The plan targets current and future Xeon platforms and aims to meet demand for enterprise applications, agentic AI, and inference. This includes OCI X14, which is expected to be based on Intel’s next-generation server processor, “Diamond Rapids.”
Intel has entered into a definitive agreement to acquire quantum computing software provider Classiq. Intel says combining Classiq’s synthesis platform with its spin-qubit manufacturing and existing software would create a user-friendly, full-stack quantum computing platform.
At the Open Compute Project Global Summit, Intel revealed technical details of its new GPU D‑series and introduced Xeon‑based rack designs, emphasizing open software and ecosystem innovations. The company highlighted the growing demand for flexible, cost‑ and power‑efficient infrastructure as open models reshape the economics of agentic AI. These advancements reinforce Intel’s strategy for open, heterogeneous AI infrastructure that combines general‑purpose compute with purpose‑built solutions.
Intel Corporation announced it will report its third‑quarter 2026 financial results on Thursday, October 29, 2026, immediately after market close. An earnings conference call will be held at 2 p.m. PDT that day, with a live webcast available on Intel’s Investor Relations website. Associated materials and a replay of the call will also be posted on the site.
At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, Intel Foundry and ASML announced continued progress in deploying High Numerical Aperture (High NA) EUV lithography for high‑volume manufacturing. The companies reported that more than one million wafers have already been processed using High NA technology, underscoring its readiness for production. They also outlined ongoing research aimed at further advancing the technology for future adoption.
At AI Infra Summit 2026, Intel presented its vision and progress toward open, scalable AI infrastructure. Through live demonstrations and ecosystem partnerships, it highlighted work across edge, enterprise, cloud, and physical AI environments. CEO Lip-Bu Tan also joined a discussion on the future of AI infrastructure.
At Hot Chips 2026, Intel demonstrated scaling agentic AI from edge devices to racks using Diamond Rapids, Crescent Island, and Wildcat Lake. These architectures support high-performance orchestration, efficient inference, and intelligent clients and edge computing.
Intel emphasizes measuring data center infrastructure by the work it reliably completes, considering cost, power, and rack efficiency. The industry debate focuses on CPU performance, but the key question is how much useful agent work can be achieved within specific latency, cost, and power constraints.
Intel's survey finds that robotics adoption is growing, but challenges in strategy, skills, safety, and infrastructure are limiting wider deployment. Many leaders expect to expand robot operations within five years and predict closer collaboration between people and robots, with aligned strategies, by 2030.