Intel’s tick-tock isn’t coming back, and everything else I just learned
TL;DR
Intel's Q3 2025 earnings show its first profit in years, aided by lifelines, but the company lacks chips and is prioritizing AI over PC growth opportunities.
With Windows 10 on its last legs, Intel is looking forward to the PC industry growing more than it has in years - the most since 2021, when the covid-19 pandemic revived industry growth by creating a huge surge in demand. But it seems the struggling Intel, which just received lifelines from Nvidia, Softbank, and the US government, isn't fully ready to take advantage and is prioritizing AI instead.
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 seein …