Timeline
Blackwell platform sweeps all seven benchmarks in MLPerf Training 6.0
Raises $20B in bond sale, first since 2021
Nvidia announced Cosmos 3 via X, a unified physical AI model using action-as-token.
RTX Pro 6000 Blackwell price raised to $13,250, a 55% increase
Nvidia qualified HBM4 for Vera Rubin from Samsung, SK Hynix, Micron
Nvidia qualified HBM4 memory for Vera Rubin
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.
Announced it is joining the 'Terafab' project consortium with SpaceX, xAI, and Tesla to refactor silicon fabrication technology.
Intel's Foveros Direct debuts with Clearwater Forest at 9µm pitch
Ecosystem
Intel
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Evidence (10 articles)
UALink 2.0 Spec Finalized, Aims to Challenge NVLink for AI Clusters
Apr 20, 2026SemiAnalysis Calls Jensen ComputeX Keynote 'F Tier' Over No AI DC News
Jun 1, 2026OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
May 6, 2026Nvidia Unveils New Windows SoC, Targeting AI PCs
Jun 1, 2026Inference shift opens door for AI chip startups to challenge Nvidia
May 3, 2026Apple M5 Max NPU Benchmarks 2x Faster Than Intel Panther Lake NPU in Parakeet v3 AI Inference Test
Apr 3, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026Intel Omni-Path Resurfaces as InfiniBand Rival for DoE Supercomputers
Jun 16, 2026+ 2 more articles