Timeline
Intel plans to launch new AI data center chip targeting Nvidia and AMD
Plans to launch a new AI data center chip targeting Nvidia and AMD
AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers
Launched PCIe-based GPU for AI workloads targeting existing servers
Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate
AMD joins as a founding member of the UALink Consortium to challenge NVIDIA's NVLink dominance.
AMD's AI Group published a detailed GitHub analysis of Claude Code's behavior, analyzing 17,871 thinking blocks and 234,760 tool calls.
Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.
Announced it is joining the 'Terafab' project consortium with SpaceX, xAI, and Tesla to refactor silicon fabrication technology.
Positioned as potential beneficiary of AI value shift to hardware
Ecosystem
Intel
AMD
Evidence (6 articles)
UALink 2.0 Spec Finalized, Aims to Challenge NVLink for AI Clusters
Apr 20, 2026Dell XPS 14 with Core Ultra X7 Outlasts Snapdragon X Elite in Battery Test
Apr 7, 2026OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
May 6, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026ByteDance Builds In-House AI CPUs for TikTok-Scale Agent Inference
May 31, 2026Intel Targets Nvidia, AMD with New AI Chip Launch by End 2026
Jun 20, 2026