[Intel: Server CPUs are in short supply and shipments are expected to grow by more than 30% in both 2026 and 2027] October 30th, Intel management stated on the 2026 third quarter earnings conference call on Thursday, Eastern Time, that data centers have become the core of Q3 growth, and server CPUs are in short supply. CFO David Zinsner said higher server CPU output is supported by factory networks and external vendors. Based on the current outlook, DCAI's full-year revenue is expected to be nearly $10 billion higher than expected at the beginning of the year. Management expects the industry to remain supply-constrained in 2027 and 2028. The company also predicts that industry server CPU shipments will grow by more than 30% in both 2026 and 2027. If the supply is more sufficient, the growth rate will be even higher.