Timeline
Intel EMIB-T won second cloud ASIC, early 2028 production.
EMIB-T wins second cloud ASIC project with early production targeted
Plans to launch a new AI data center chip targeting Nvidia and AMD
Intel plans to launch new AI data center chip targeting Nvidia and AMD
AMD and Cerebras launched disaggregated inference platform at Advancing AI 2026
AMD and Anthropic announce strategic partnership to deploy up to 2GW of MI450 GPUs
AMD reported record 2Q26 revenue of $11.54B, up 50% year-over-year, with gross margin expanding to 56%.
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
Ecosystem
Intel
AMD
Evidence (8 articles)
Dell 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 Claims 3.67x Storage Speed vs x86
Aug 5, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026WSL 3 Preview: Cut Claude Code's Local Inference Latency on Windows
Jun 23, 2026UALink 2.0 Spec Finalized, Aims to Challenge NVLink for AI Clusters
Apr 20, 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