tinkie
07-01 07:49

$Intel(INTC)$ Nvidia's quarterly revenue was mostly flat for six quarters before it took off. In fact, it dropped for four consecutive quarters from Q1 '23 through Q2 '24. It was in Q3 '24 that they really took off and haven't looked back since.

Some posters are so focused on Intel's past revenue and earnings that they might miss the ramp that's just beginning. The AI training boom that drove GPU sales is shifting to the AI agentic boom, which will drive CPU sales.

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