02/11/2026
Intel suffered its worst trading day on record, wiping out over $140bn in market value amid weak revenue guidance and a shrinking PC market. AI-driven memory shortages, supply bottlenecks and factory disruptions are squeezing production and raising costs. Yet Intel’s data-center and AI revenue surged 78% YoY, with the server CPU market projected to grow fivefold to $200bn in five years. AI demand is booming, but supply constraints remain the industry’s Achilles’ heel.
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