Does anyone not know that PC sales were up in the first quarter? Sales accelerated as March sales were 25% higher month over month. This is one area where Intel still dominates AMD.
Gaudi 2 sales were also robust. I read an article a couple days ago about a number of Indian data centers that were building out AI using Gaudi. In the meantime both Supermicro and Dell have Gaudi 3 systems up and running. Intel is selling every one they can make.
Earnings release will be another big beat (fifth in a row) and guidance is going to be upped substantially. GLTA.
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