Intel’s AI Windfall Meets a PC Supply Shock

Intel’s latest results exposed a sharp split between strong data-center demand and a weakening PC business, with the company warning that supply shortages tied to AI are adding pressure. Elsewhere, Waymo detailed a 2027 Tokyo robotaxi plan with Toyota, Reddit said it will push toward a logged-in experience as search traffic falls, and Nvidia was reported to be considering credit support for an AI data-center project. Google also put a TPU-equipped satellite online, while DoorDash offered a sobering early measure of demand for third-party AI agents.

Intel’s Data-Center Growth Cannot Offset the PC Warning

Intel shares fell sharply after the company forecast fourth-quarter revenue of $15 billion to $16 billion, below the reported analyst estimate of $17.05 billion. The company also projected adjusted earnings of 25 cents per share, versus an estimate of 43 cents, according to Bloomberg’s report.

The underlying results were uneven. Intel’s Data Center & AI revenue rose 78% to $7.32 billion in the third quarter, while Client Computing sales fell 5.1% to $8.10 billion. CEO Lip-Bu Tan said the industry was facing one of the most significant supply shortages in history, with demand for memory and server components linked to AI contributing to higher PC costs. Business Insider reported that Intel expects the PC division’s revenue to decline by more than 20% in the fourth quarter.

Waymo and Toyota Set a Tokyo Robotaxi Target for 2027

Waymo said its planned Tokyo service will use purpose-built Toyota bZ4X electric vehicles assembled in Japan. The vehicles will receive Waymo’s self-driving sensors and computers on the assembly line at Toyota’s Takaoka plant, rather than being modified after production, according to The Verge.

The companies are targeting a driverless robotaxi rollout in Japan in 2027, Nikkei Asia reported. The announcement gives the existing Waymo–Toyota relationship a specific vehicle, factory process and market to follow, although the evidence does not provide further deployment details.

Reddit Moves Toward Logged-In Access as Search Traffic Falls

Reddit said it will soon become mostly logged-in only, beginning with tests outside the United States. The company cited declining search traffic among the reasons for the change, Engadget reported.

CEO Steve Huffman said during an earnings call that Google’s AI Overviews are “not traffic drivers” and that Google’s relationship with the rest of the internet has shifted, according to Business Insider. The move could reduce access for logged-out visitors even as Reddit tries to respond to the loss of search-driven discovery.

Nvidia Considers Credit Support for an Nscale Facility

Nvidia is in discussions to provide credit guarantees for an Nscale data-center facility that Anthropic plans to use, according to a person familiar with the matter cited by Bloomberg.

TechCrunch reported that Nvidia is weighing a role as a loan cosigner. The reports describe discussions, not a completed financing arrangement, and do not establish the final terms or whether Nvidia will ultimately provide the support.

Google’s Orbital TPU Runs Its First Model Response

Google said an AI chip-equipped satellite successfully booted its Tensor Processing Units and ran its Gemma 4 model in orbit. The satellite generated a response to a prompt, including a haiku, along with other space-themed and telemetry prompts, according to The Verge.

The test is part of Project Suncatcher, an experimental initiative that could eventually place AI data centers in space. The evidence describes an initial on-orbit demonstration rather than a commercial service or full data-center deployment.

DoorDash Reports Only Hundreds of AI-Agent Orders

DoorDash co-founder and CEO Tony Xu said outside AI agents had generated “several hundred orders” over the period since they became available. That is a very small figure beside the nearly 1 billion orders DoorDash handled in the third quarter of 2026, Ars Technica reported.

Xu said agents may be more useful for longer-consideration purchases or major decisions carried out proactively in the background. He also said DoorDash is open to working with third-party agent makers, according to TechCrunch.

Murata Plans a ¥1 Trillion Capacitor Expansion

Murata Manufacturing plans to invest ¥1 trillion over five years to more than double its capacitor output, according to Bloomberg. The company is positioning the expansion around demand from AI data-center operators.

The investment is aimed at increasing sales of multilayer ceramic capacitors and maintaining Murata’s lead in the component market. Nikkei Asia separately reported the five-year production investment, with the supplied reports differing slightly on the dollar conversion but agreeing on the yen figure.

The Details to Track Next

Intel’s PC outlook and the supply effects described by its executives will be important in the company’s next guidance update. Waymo and Toyota still have to turn the Tokyo target into an operating service, while Nvidia’s possible Nscale credit support remains under discussion. Reddit’s login tests and DoorDash’s agent-order figures should also show whether the reported behavior persists beyond these initial announcements.