- Mar 1, 2003
- Q1 '23 Gross Margin forcast at 39% - expectations were for over 45%
- Q1 '23 guidance for $11bn~ - expectations $14bn. Will mark Intel's lowest quarter of revenue in a decade.
- DataCenter/AI down 33% YoY - $6.4bn to $4.3bn
AMD's earnings are coming soon. I'm very curious to see how much of Intel's DC/AI decline was market contraction and how much was siphoned off by AMD.