Paul Spoonley

at $14.8 billion.

So key driver, Mike, is AI.

No surprise there.

Demand for data chips are surging.

Their data center revenue, that was up 2% to $5.1 billion.

So they are finally tapping the AI boom after lagging a bit in previous years.

Most of their chips are still CPUs or central processing units, and they've dominated that for a long time.

But they're getting in on the act on the AI chips, so growing at a faster rate, even though it's still a small share of the pie overall.

So it puts Intel in a strong position if it can bridge the gap between the two sets of chips, supplying both general purpose and AI-driven computing demand.

So if there's a turnaround gaining traction, of course, with more little help from the U.S.

government along the way.

Good.

Now, these industrial numbers out of China, what's this tell us?

Look, speaking of turnarounds, we've got one here as well.

So industrial profits, if you look, going back to last year in 2025, they were flat.

The previous three years, they were declining.

But, yeah, things have sort of turned around.

So the industrial engine is firing again, at least on the surface.

So in March, profits up 15.8% faster than six months.

For the quarter, 15.5%.