Intel's DCAI segment grew 22% year-over-year to $5.1 billion in Q1, while operating margins reached 30.5%. AI infrastructure is becoming increasingly CPU-intensive, with GPU-to-CPU ratios compressing from 8:1 toward 1:1 workloads. Xeon 6 secured major AI design wins, including Nvidia DGX Rubin systems and long-term hyperscaler agreements.