Pandemic Compute Needs Drive Intel’s Data Center Group

The first half of last year was relatively weak for Intel’s Data Center Group last year, but despite the coronavirus pandemic – and in some cases, we think because of it – the world’s largest datacenter chip manufacturer is looking to not only have a good first quarter, as it just turned in, but could see growth across its various data-centric businesses well into the second half of the year.


Intel’s Glass House Is Definitely More Than Half Full

An unexpected jump in enterprise spending coupled with the ongoing heavy spending by hyperscalers, cloud builders, and communications companies revamping their networks of gear coupled with the ramp of the “Skylake” Xeon SP processors launched last July gave Intel the best overall quarter in its history, gauged by revenues and profits, and the best one also that its Data Center Group has ever posted.