INTC · 10-K · 2025A · Full report

Market Demand Trends

INTEL CORP · 2026-01-23 · Importance 26 · Surprise 24

In 2025 Intel observed materially increased compute demand driven by generative AI workloads, with particular strength in GPU systems and an expansion in the types of AI workloads across industries. The PC market experienced a hardware refresh cycle driven by AI PC adoption, end-of-support for Windows 10 and aging COVID-era devices, boosting consumer and enterprise refreshes and international education demand. The company also highlighted rising demand for secure, geographically diversified supply chains amid geopolitical tensions, and expects these trends to continue into 2026 across data center, network, enterprise, client and edge workloads. These demand dynamics are cited as drivers across CCG, DCAI and Intel Foundry businesses.

Key facts

• Server volume decreased 8% in 2024 from 2023 due to lower demand in a competitive environment and a higher mix of high core count products.
• Intel reported that in 2025 the PC market was driven by a hardware refresh cycle, increased demand for AI PCs, end-of-support for Windows 10 and aging devices from the COVID era.