Yesterday, Intel's financial report came out with a 12% increase Revenue of $16.1 billion, a year-on-year increase of 25%, significantly higher than the previous market expectation of approximately $14.4 billion Data center and AI revenue reached 6.26 billion US dollars, a year-on-year increase of 59%, making it the strongest source of growth this quarter. After adjustment, the gross profit margin has returned to 41.8%, indicating that price increases, product structure improvements, wafer yield, and factory efficiency are beginning to be reflected in profits Intel Foundry revenue grew to $5.77 billion, but a significant portion of that revenue came from Intel's internal products, resulting in an operating loss of $2.1 billion Q3 revenue guidance of $15.8 billion to $16.8 billion and adjusted gross profit margin of 42% both indicate that management expects growth and profit recovery to continue According to Intel's financial report, the following judgment can be made: The evidence of Intel's "product business reversal" is relatively sufficient, but the evidence of "global OEM reversal" is not enough. Short term positive news comes from AI server CPU demand, gross profit margin repair, and strong guidance Whether the mid to long term valuation can continue to rise depends on whether 18A can obtain large-scale external customers, rather than just producing chips for Intel itself Another thing to mention about AI is that it is not just a CPU or a graphics card Nvidia's chip shipment rate increased by 59%, so the same optical modules, memory, and storage all increased by 59% I predict that Corning will also increase its shipment of optical modules by more than 50% next week At present, two of the seven sisters have proved that AI spending is increasing significantly AI is predicted to rebound in the third quarter @MSX_CN buys US stocks on MSX