Technology
Intel’s tick-tock isn’t coming back, and everything else I just learned
Today on the company’s Q3 2025 earnings call, where Intel saw its first profit in nearly two years due primarily to those lifelines, CEO Lip-Bu Tan and CFO David Zinsner explained how the company doesn’t yet have enough chips. It’s currently seeing shortages that it expects to peak in the first quarter of next year — in the meantime, leaders say they’re going to prioritize AI server chips over some consumer processors as it deals with supply and demand.
“We expect CCG [Intel’s consumer chips] to be down modestly and DCAI [Intel’s server chips] to be up strongly as we prioritize capacity for server shipments over entry level client parts,” Intel says. Tan revealed today that Intel will also release new AI GPUs each and every year, following Nvidia and AMD in shaking up their traditional cadence to address the huge demand for AI servers. It’s not clear what that might mean for those hoping for more Intel gaming GPUs.
While all eyes are on Intel’s hot new Panther Lake and its 18A process to show the world it can still make the most potent consumer PC chips and make them in-house, the company reiterated it’s only launching one SKU of Panther Lake this year and slowly rolling out others in 2026. Here’s another possible reason why: Zinsner hinted today that Panther Lake will be a “pretty expensive” product to start with, and Intel’s going to have to push its existing Lunar Lake chips instead “in at least the first half of the year.”
While Intel has repeatedly pushed back against the idea that its 18A process had poor yields, the company admitted to investors and analysts today that it’s not ready to be a huge financial success either: yields are “adequate to address the supply but not where we need them to be to drive the appropriate level of margins,” says Zinsner, suggesting that it might be 2026, or even 2027 for an “acceptable level of yields” in that regard.
For now, Intel will be “working closely with customers to maximize our available output, including adjusting pricing and mix, to shift demand towards products where we have supply and they have demand” — which sounds like playing with the prices it charges PC makers to stick Intel inside their computers and pointing them at Lunar Lake parts instead of hot new ones. Tan reiterated today that he’s not going to invest in more capacity unless there’s “committed external demand,” and Zinsner says investments in capacity next year won’t “significantly change expectations”.
Intel says that 18A will be a “long-lived node” that will power “at least the next three generations of client and server products.” If you were hoping for a return to the “tick-tock” days where Intel would alternate between shrinking its chips and releasing new architectures every generation, that’s not happening here.
But that doesn’t mean Intel will cancel its next node, Intel 14A, as it warned it might. Tan suggested today that customers have stepped in to save 14A, and Intel, that the company is “delighted and more confident” in it, and Zinsner says it’s not only “off to a good start,” but better than 18A was at this point “in terms of performance and yields.”
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The LG CLOiD robot and the LG OLED evo AI Wallpaper TV are displayed onstage during an LG Electronics news conference at CES 2026, an annual consumer electronics trade show, in Las Vegas, Jan. 5, 2026. (REUTERS/Steve Marcus)
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Welcome to Fox News’ Artificial Intelligence newsletter with the latest AI technology advancements.
IN TODAY’S NEWSLETTER:
– CES 2026 showstoppers: 10 gadgets you have to see
– Construction giant unveils AI to help prevent job site accidents: ‘It’s essentially a personal assistant’
– Fox News gets exclusive look at company helping businesses nationwide harness AI-powered robots to boost efficiency and fill labor gaps
CES 2026 put health tech front and center, with companies showcasing smarter ways to support prevention, mobility and long-term wellness. (CES)
FUTURE IS NOW: Every January, the Consumer Electronics Show, better known as CES, takes over Las Vegas. It’s where tech companies show off what they’re building next, from products that are almost ready to buy to ideas that feel pulled from the future.
SAFER SITES: Construction equipment giant Caterpillar has unveiled a new artificial intelligence (AI) tool designed to improve job site safety and boost efficiency as the industry grapples with labor shortages.
FUTURE OF WELLNESS: The Consumer Electronics Show, better known as CES, is the world’s largest consumer technology event, and it’s underway in Las Vegas. It takes over the city every January for four days and draws global attention from tech companies, startups, researchers, investors and journalists, of course.
FUTURE OF WORK: As artificial intelligence is rapidly evolving, Fox News got an exclusive look at a company helping businesses nationwide harness AI-powered robots to boost efficiency and fill labor gaps. RobotLAB, with 36 locations across the country and headquartered in Texas, houses more than 50 different types of robots, from cleaning and customer service bots to security bots.
The LG CLOiD robot and the LG OLED evo AI Wallpaper TV are displayed onstage during an LG Electronics news conference at CES 2026 in Las Vegas, Jan. 5, 2026. (REUTERS/Steve Marcus)
COMPUTE CRUNCH: The price tag for competing in the artificial intelligence race is rapidly climbing, fueling demand for advanced computing power and the high-end chips that are needed to support it. Advanced Micro Devices (AMD) CEO Lisa Su said demand for AI computing is accelerating as industries rush to expand their capabilities.
AI GONE WRONG: A California teenager used a chatbot over several months for drug-use guidance on ChatGPT, his mother said. Sam Nelson, 18, was preparing for college when he asked an AI chatbot how many grams of kratom, a plant-based painkiller commonly sold at smoke shops and gas stations across the country, he would need to get a strong high, his mother, Leila Turner-Scott, told SFGate, according to the New York Post.
DR CHAT: ‘The Big Money Show’ panelists weigh in on a report on people turning to ChatGPT for medical and healthcare questions.
‘FUNDAMENTALLY DEFLATIONARY’: OpenAI Board Chair Bret Taylor discusses artificial intelligence’s potential to change traditional work and its increasing use in healthcare on ‘Varney & Co.’
MIND TRAP ALERT: Artificial intelligence chatbots are quickly becoming part of our daily lives. Many of us turn to them for ideas, advice or conversation. For most, that interaction feels harmless. However, mental health experts now warn that for a small group of vulnerable people, long and emotionally charged conversations with AI may worsen delusions or psychotic symptoms.
A California teenager sought drug-use guidance from a ChatGPT chatbot over several months while preparing for college, his mother told SFGate, according to the New York Post. (Kurt “CyberGuy” Knutsson)
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These AI projects include Prometheus, the first of several supercluster computing systems, which is expected to come online in New Albany, Ohio, sometime this year. Meta is funding the construction of new nuclear reactors as part of the agreements, the first of which may come online “as early as 2030.” These announcements are part of Meta’s ongoing goal to support its future AI operations with nuclear energy, having previously signed a deal with Constellation to revive an aging nuclear power plant last year.
Financial information for the agreements hasn’t been released, but Meta says that it will “pay the full costs for energy used by our data centers so consumers don’t bear these expenses.”
“Our agreements with Vistra, TerraPower, Oklo, and Constellation make Meta one of the most significant corporate purchasers of nuclear energy in American history,” Meta’s chief global affairs officer, Joel Kaplan, said in the announcement. “State-of-the-art data centers and AI infrastructure are essential to securing America’s position as a global leader in AI.”
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