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Intel
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competes with (1)
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IBM
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Coverage (30d)
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This Week
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Evidence
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Timeline

Intel2028-01-01

Intel EMIB-T won second cloud ASIC, early 2028 production.

Intel2028-01-01

EMIB-T wins second cloud ASIC project with early production targeted

Intel2026-12-31

Plans to launch a new AI data center chip targeting Nvidia and AMD

Intel2026-12-31

Intel plans to launch new AI data center chip targeting Nvidia and AMD

IBM2026-06-27

IBM demonstrated sub-1-nanometer chip technology at IEDM conference.

Intel2026-04-27

Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate

IBM2026-04-22

Published article proposing layered architecture for recommendation systems to replace monolithic approaches

IBM2026-04-20

Introduced the Deep Neural Lesion (DNL) method for finding critical parameters in neural networks.

Intel2026-04-08

Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.

IBM2026-03-05

Experienced stock decline due to AI displacement concerns from Claude Code capabilities

Ecosystem

Intel

developedEMIB-T4 src
partneredAmazon3 src
usesBlackwell3 src
competes withTSMC3 src
competes withNvidia3 src
partneredOpenAI3 src

IBM

competes withIntel1 src
competes withTSMC1 src

Evidence (2 articles)