Coverage (30d)
10vs2
This Week
2vs2
Evidence
1 articlesRelationships
1Timeline
JPMorgan Chase2026-04-28
Published note arguing agentic AI could flip server ratio to CPU-heavy, with $100B CPU TAM projection.
Intel2026-04-27
Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate
Intel2026-04-08
Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.
Intel2026-04-07
Announced it is joining the 'Terafab' project consortium with SpaceX, xAI, and Tesla to refactor silicon fabrication technology.
JPMorgan Chase2026-03-22
CEO Jamie Dimon predicted AI could enable 4-day work week and detailed current AI uses
Ecosystem
Intel
partneredUALink Consortium2 src
competes withQualcomm1 src
developedPanther Lake1 src
partneredSambaNova Systems1 src
developedUCIe-S1 src
developedEMIB1 src
JPMorgan Chase
hiredJamie Dimon2 src