AI Evolution Resurrects Intel CPU Strength: Xeon 6 Fastest-Ramping Product, DCAI Revenue Up 59% YoY

Intel Q2 2026 earnings show AI evolving from training toward inference and agentic AI. DCAI segment revenue increased 59% YoY to $6.3B. Xeon 6 is Intels fastest-ramping product in history. Total revenue surged 25% YoY to $16.1B. Intel 18A in full-scale production across 400+ Series 3 PC designs. AI-related businesses account for ~70% of revenue. Server growth was highest on record. Foundry revenue increased 31% YoY. Adjusted EPS $0.42 vs loss of $0.10 year-ago.