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Intel’s tick-tock isn’t coming back, and everything else I just learned

Intel’s tick-tock isn’t coming back, and everything else I just learned

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 the chips. It’s currently seeing shortages that it expects to peak in the first quarter of next year — in the meantime, leaders say they’re going to prioritize AI server chips over some consumer processors as it deals with supply and demand.

“We expect CCG to be down modestly and DCAI to be up strongly as we prioritize capacity for server shipments over entry level client parts,” Intel says. Tan revealed today that Intel will also release new AI GPUs each and every year, following Nvidia and AMD in shaking up their traditional cadence to address the huge demand for AI servers. It’s not clear what that might mean for those hoping for more Intel gaming GPUs.

While all eyes are on Intel’s hot new Panther Lake and its 18A process to show the world it can still make the most potent consumer PC chips and make them in-house, the company reiterated it’s only launching one SKU this year and slowly rolling out others in 2026. Here’s another possible reason why: Zinsner hinted today that Panther Lake will be a “pretty expensive” product to start with, and Intel’s going to have to push its existing Lunar Lake chips instead “in at least the first half of the year.”

While Intel has repeatedly pushed back against the idea that its 18A process had poor yields, the company admitted to investors and analysts today that it’s not ready to be a huge financial success either: yields “adequate to address the supply but not where we need them to be to drive the appropriate level of margins,” says Zinsner, suggesting that it might be 2026, or even 2027 for an “acceptable level of yields” there.

For now, Intel will be “working closely with customers to maximize our available output, including adjusting pricing and mix, to shift demand towards products where we have supply and they have demand” — which sounds like playing with the prices it charges PC makers to stick Intel inside their computers and pointing them at Lunar Lake parts instead of hot new ones. Tan reiterated today that he’s not going to invest in more capacity unless there’s “committed external demand,” and Zinsner says investments in capacity next year won’t “significantly change expectations”.

Intel says that 18A will be a “long-lived node” that will power “at least the next three generations of client and server products.” If you were hoping for a return to the “tick-tock” days where Intel would alternate between shrinking its chips and releasing new architectures every generation, that’s not happening here.

But that doesn’t mean Intel will cancel its next node, Intel 14A, as it warned it might. Tan suggested today that customers have stepped in to save 14A, and Intel, that the company is “delighted and more confident” in it, and Zinsner says it’s not only “off to a good start,” but better than 18A was at this point “in terms of performance and yields.”

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#Intels #ticktock #isnt #coming #learned

Waymo says robotaxi service has resumed after it made “temporary adjustments” in San Francisco amidst a power outage that appears to have affected around 7,000 PG&E customers in the city.

According to a screenshot posted on social media, Waymo told SF customers that service was “temporarily paused” and that “freeway routes are unavailable.”

When TechCrunch reached out to the Alphabet-owned company for comment, a spokesperson said in a statement, “We are making temporary adjustments to our service while we monitor local conditions. We know riders depend on us, and we will return to normal operations as soon as possible.”

Following the initial publication of this article, a Waymo spokesperson added that the company “decided to pause service for approx. one hour to assess the scale of the power outage affecting a large portion of San Francisco and coordinate with local officials.”

Power outages have affected Waymo service in the past, for example when a number of Waymo vehicles stalled on city streets during a blackout in December, and when a similar incident paralyzed traffic during a Golden Gate Bridge fireworks show on the Fourth of July.

As a result, San Francisco Mayor Daniel Lurie has called for tougher state regulations to “adequately address how autonomous vehicles operate during major incidents, planned or not.”

This post has been updated with additional comment from Waymo reflecting that service has resumed.

#Waymo #San #Francisco #service #resumed #onehour #pause #TechCrunchWaymo">Waymo says San Francisco service has resumed after one-hour pause | TechCrunch
Waymo says robotaxi service has resumed after it made  “temporary adjustments” in San Francisco amidst a power outage that appears to have affected around 7,000 PG&E customers in the city.

According to a screenshot posted on social media, Waymo told SF customers that service was “temporarily paused” and that “freeway routes are unavailable.”







When TechCrunch reached out to the Alphabet-owned company for comment, a spokesperson said in a statement, “We are making temporary adjustments to our service while we monitor local conditions. We know riders depend on us, and we will return to normal operations as soon as possible.”

Following the initial publication of this article, a Waymo spokesperson added that the company “decided to pause service for approx. one hour to assess the scale of the power outage affecting a large portion of San Francisco and coordinate with local officials.”

Power outages have affected Waymo service in the past, for example when a number of Waymo vehicles stalled on city streets during a blackout in December, and when a similar incident paralyzed traffic during a Golden Gate Bridge fireworks show on the Fourth of July.

As a result, San Francisco Mayor Daniel Lurie has called for tougher state regulations to “adequately address how autonomous vehicles operate during major incidents, planned or not.”

This post has been updated with additional comment from Waymo reflecting that service has resumed.

#Waymo #San #Francisco #service #resumed #onehour #pause #TechCrunchWaymo

affected around 7,000 PG&E customers in the city.

According to a screenshot posted on social media, Waymo told SF customers that service was “temporarily paused” and that “freeway routes are unavailable.”

When TechCrunch reached out to the Alphabet-owned company for comment, a spokesperson said in a statement, “We are making temporary adjustments to our service while we monitor local conditions. We know riders depend on us, and we will return to normal operations as soon as possible.”

Following the initial publication of this article, a Waymo spokesperson added that the company “decided to pause service for approx. one hour to assess the scale of the power outage affecting a large portion of San Francisco and coordinate with local officials.”

Power outages have affected Waymo service in the past, for example when a number of Waymo vehicles stalled on city streets during a blackout in December, and when a similar incident paralyzed traffic during a Golden Gate Bridge fireworks show on the Fourth of July.

As a result, San Francisco Mayor Daniel Lurie has called for tougher state regulations to “adequately address how autonomous vehicles operate during major incidents, planned or not.”

This post has been updated with additional comment from Waymo reflecting that service has resumed.

#Waymo #San #Francisco #service #resumed #onehour #pause #TechCrunchWaymo">Waymo says San Francisco service has resumed after one-hour pause | TechCrunch

Waymo says robotaxi service has resumed after it made “temporary adjustments” in San Francisco amidst a power outage that appears to have affected around 7,000 PG&E customers in the city.

According to a screenshot posted on social media, Waymo told SF customers that service was “temporarily paused” and that “freeway routes are unavailable.”

When TechCrunch reached out to the Alphabet-owned company for comment, a spokesperson said in a statement, “We are making temporary adjustments to our service while we monitor local conditions. We know riders depend on us, and we will return to normal operations as soon as possible.”

Following the initial publication of this article, a Waymo spokesperson added that the company “decided to pause service for approx. one hour to assess the scale of the power outage affecting a large portion of San Francisco and coordinate with local officials.”

Power outages have affected Waymo service in the past, for example when a number of Waymo vehicles stalled on city streets during a blackout in December, and when a similar incident paralyzed traffic during a Golden Gate Bridge fireworks show on the Fourth of July.

As a result, San Francisco Mayor Daniel Lurie has called for tougher state regulations to “adequately address how autonomous vehicles operate during major incidents, planned or not.”

This post has been updated with additional comment from Waymo reflecting that service has resumed.

#Waymo #San #Francisco #service #resumed #onehour #pause #TechCrunchWaymo
announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment.

The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.

What Does Pixel Care+ Offer?

Google Reopens Pixel Care+ for Older Pixel Phones With Condition
	
Google has announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment. 



The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.



What Does Pixel Care+ Offer?







Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at  per month and goes up to  per month, while two-year plans cost 9 to 9.



There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a  service fee. Loss and Theft claims require a deductible between  and . Google does not provide this feature in New York. You must enroll before August 2, 2026.





#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel

Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at $8 per month and goes up to $15 per month, while two-year plans cost $159 to $279.

There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a $99 service fee. Loss and Theft claims require a deductible between $79 and $99. Google does not provide this feature in New York. You must enroll before August 2, 2026.

#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel">Google Reopens Pixel Care+ for Older Pixel Phones With Condition
	
Google has announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment. 



The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.



What Does Pixel Care+ Offer?







Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at  per month and goes up to  per month, while two-year plans cost 9 to 9.



There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a  service fee. Loss and Theft claims require a deductible between  and . Google does not provide this feature in New York. You must enroll before August 2, 2026.





#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel

a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment.

The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.

What Does Pixel Care+ Offer?

Google Reopens Pixel Care+ for Older Pixel Phones With Condition
	
Google has announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment. 



The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.



What Does Pixel Care+ Offer?







Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at  per month and goes up to  per month, while two-year plans cost 9 to 9.



There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a  service fee. Loss and Theft claims require a deductible between  and . Google does not provide this feature in New York. You must enroll before August 2, 2026.





#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel

Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at $8 per month and goes up to $15 per month, while two-year plans cost $159 to $279.

There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a $99 service fee. Loss and Theft claims require a deductible between $79 and $99. Google does not provide this feature in New York. You must enroll before August 2, 2026.

#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel">Google Reopens Pixel Care+ for Older Pixel Phones With Condition

Google has announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment.

The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.

What Does Pixel Care+ Offer?

Google Reopens Pixel Care+ for Older Pixel Phones With Condition
	
Google has announced a limited-time opportunity for eligible Pixel users to purchase Pixel Care+ even after the usual enrollment period. The company normally allows users to add the protection plan within 60 days of buying a new Pixel phone. Google has reopened Pixel Care+ enrollment for a limited time, but only for US customers. Your phone must pass Google’s condition check before enrollment. 



The company requires that the phone work properly and not be physically damaged. You can sign up until August 2, 2026. Compatible phones are: Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10a. The offer does not cover the Pixel 9 Pro Fold, Pixel 10 Pro Fold, Pixel 8 series, older Pixel devices, or Pixel Watch.



What Does Pixel Care+ Offer?







Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at  per month and goes up to  per month, while two-year plans cost 9 to 9.



There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a  service fee. Loss and Theft claims require a deductible between  and . Google does not provide this feature in New York. You must enroll before August 2, 2026.





#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel

Pixel Care+ offers protection beyond Google’s standard warranty. It covers accidental damage, hardware failures, and eligible repairs. Google does not charge for eligible front screen, back glass, or battery replacements. The plan also includes next-day replacement and priority support from Pixel experts. Users can add Loss and Theft Protection with a higher-tier plan. Google allows up to two loss-or-theft claims each year. Pricing starts at $8 per month and goes up to $15 per month, while two-year plans cost $159 to $279.

There are a few conditions you must meet before you can purchase Pixel Care+. Google requires your phone to pass a detailed condition inspection. The device cannot have cracked glass, liquid damage, charging issues, faulty buttons, or a swollen battery. Other accidental repairs still include a $99 service fee. Loss and Theft claims require a deductible between $79 and $99. Google does not provide this feature in New York. You must enroll before August 2, 2026.

#Google #Reopens #Pixel #Care #Older #Pixel #Phones #ConditionGoogle Pixel

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