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
JPMorgan tests AI agents that beat 60/40 portfolio in backtests
JPMorgan, OQC, and AMD partner to build a quantum AI data center for financial workflows.
Cut junior analyst classes by two-thirds citing AI automation
Published note arguing agentic AI could flip server ratio to CPU-heavy, with $100B CPU TAM projection.
Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate
Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.