Intel

Recent news

• Sep 22, 2026

  Communities are blocking data centers before they’re even proposed

  The article analyzes growing community and regulatory backlash against data center development in the US, while highlighting new state-level restrictions and advice for enterprise planning.

  • Data Center Watch says nearly four dozen projects worth an estimated $68 billion were blocked or delayed in the US over a three-month period, with 843 opposition groups identified and 49 states scrutinizing development.
  • California Governor Gavin Newsom signed seven bills on Monday covering data center costs, disclosures, and infrastructure; Virginia has a Data Center Accountability Framework, and New York has a temporary moratorium on hyperscale data centers.
  • The piece also cites broader industry commentary from Info-Tech Research Group and Moor Insights & Strategy on power, cooling, water, grid constraints, and the need for radical optimization and earlier planning.
• Sep 22, 2026

  California joins US states clamping down on data center gold rush

  California has announced new data center laws through Governor Gavin Newsom, tightening reporting, cost-sharing, and infrastructure requirements for operators.

  • Newsom signed seven bills on Monday; they require energy and water use disclosures, fair payment for electricity grid upgrades, compliance with California energy procurement requirements, and disclosure of water use, supply, efficiency, and drought planning.
  • The laws also bar blanket environmental exemptions and require projects to prove compliance with state energy, water, and fuel consumption standards before approval; the article also cites broader US opposition, including 45 projects worth $68 billion delayed or blocked in Q2, and 321 moratoriums and restrictions tracked across 32 states.
  • This is a news analysis piece summarizing a new state-level announcement and wider regulatory backlash, not a transcript or opinion essay; it also references related actions in Virginia and New York and examples of efficiency technologies such as Furiosa AI, Intel Xeon, and Nvidia hardware.
• Sep 18, 2026

  Odisha Plans To Set Up A ‘Silicon Valley’ To Woo Semiconductor Companies

  Odisha has announced plans for an 870-acre ‘Odisha Silicon Valley’ between Cuttack and Bhubaneswar and said it is in discussions with international semiconductor companies on potential semiconductor, AI, and data centre projects.

  • The state has begun construction on two centrally approved projects: Sicsem Pvt Ltd’s silicon carbide fab and integrated packaging facility, and 3D Glass Solutions’ glass-substrate packaging facility; it is also pursuing Phase 2 of Sicsem for a silicon carbide epitaxy and packaging facility.
  • Odisha has approved five additional semiconductor projects worth ₹11,000 Cr, and an Intel–3D Glass Solutions MOU reportedly targets $3.3 Bn (₹30,550 Cr) of investment and over 1,800 direct jobs; the state also plans ₹125 Cr toward a ₹452 Cr hub with IIT Bhubaneswar and the National Research Foundation, and offers up to 25% capex support under the India Semiconductor Mission.
• Aug 31, 2026

  Nvidia, MediaTek Bring Custom Chips to AI Racks

  Nvidia has announced that it is opening its rack-scale AI infrastructure and NVLink Fusion technology to custom accelerators from hyperscalers and other AI developers, and it has expanded its partnership with MediaTek to support pre-validated custom XPU designs.

  • The platform lets customers design custom XPUs on a pre-validated NVLink Fusion foundation and integrate them into Nvidia-connected AI factory infrastructure built around the MGX ecosystem.
  • Nvidia also invested $3.5 billion in convertible bonds issued by MediaTek; the companies did not name any customers or announce specific data center deployments.
  • The broader context is Nvidia’s effort to make NVLink interoperable beyond its own processors, while rival approaches include Ethernet and UALink; the MediaTek partnership also extends to local AI computing and automotive systems.
• Aug 26, 2026

  Intel unwraps three-pronged architecture strategy to go after agentic AI

  Intel has outlined a broad hardware strategy for agentic AI at Hot Chips 2026, positioning CPUs, GPUs, memory, interconnects and packaging as a combined system approach rather than a GPU-only model.

  • Diamond Rapids is Intel’s next-generation Xeon Scalable 7 CPU for enterprise-scale agentic AI, built on 18A-P with up to 256 CPU cores, 1.28GB last-level cache, 16 memory channels at up to 12,800 MT/s, and 128 lanes of PCIe 6.0 and CXL 3.0.
  • Crescent Island is a low-power, air-cooled data center GPU for inference with 32 Xe3P-based Xe cores, 256 XMX engines, up to 480GB LPDDR5X, and a 350W TDP; Wildcat Lake targets Core Series 3 processors with 18A, integrated Xe3 graphics, XMX AI acceleration, and an NPU up to 17 TOPS.
• Aug 18, 2026

  Reports: Google partnering with AMD for next-gen hybrid TPU

  Google is reportedly working with AMD on the design of a next-generation TPU for AI and conventional computing workloads.

  • The reported hybrid accelerator could integrate CPU cores directly into the TPU package, with a focus on reinforcement learning and agentic AI workloads.
  • The article says Google already uses TPUs alongside standard x86 CPUs in servers, while AMD recently announced a partnership with Cerebras to combine processors for AI inference.
  • This is a report about a rumored/industry-reported design effort, not a first-party Google or AMD announcement.
  • Analyst Jon Peddie said the idea “makes good sense” because AMD has experience with custom APUs and Google “needs diversity.”
• Aug 18, 2026

  Data Center Hardware Highlights: August 2026

  Data Center Knowledge has highlighted a shift in AI hardware coverage from GPUs toward infrastructure-first constraints across energy, minerals, grid access, and networking.

  • The roundup says AI buildouts are increasingly limited by power, copper, grid interconnects, transformers, turbines, and permitting, while rack-scale integration and the network supercycle are becoming more important.
  • The article also references several reported developments, including Nvidia’s $500B infrastructure bet, TSMC’s $265B Arizona campus expansion, and AMD’s Helios rack-scale AI system; it is commentary and synthesis rather than a single first-time corporate announcement.
• Aug 10, 2026

  Out of band, out of mind: DEF CON research calls IPMI a ‘sanctioned backdoor’ into enterprise networks

  HD Moore, co-founder of runZero, disclosed new BMC and IPMI vulnerabilities at DEF CON 34, along with an open-source scanning tool called OOBscan.

  • Moore said his research found 123 confirmed vulnerabilities across 35 draft advisories affecting eight vendors, including HPE iLO, Supermicro IPMI, Dell iDRAC 10, and OpenBMC.
  • The presentation said about 51,000 devices responded to IPMI on an internet-wide scan, with roughly 23,000 to 25,000 exposing crackable password hashes; the article also says runZero released OOBscan on GitHub.
  • Context: this is a conference disclosure / security research presentation, not a product launch or financial announcement.
• Aug 7, 2026

  Arm Chips May Get Their Own Virtual RAN Boost

  Arm is described as expanding beyond smartphone chip licensing into AI, data centers, and mobile networks.

  • The article says Arm’s latest earnings release lists vehicles and robotics, with AI as a major target, and notes Arm has moved into the data center by starting to make its own CPUs this year.
  • It also says Nokia has shifted from Intel to an Arm-based CPU made by Marvell Technology for Layer 2 plus in 5G RAN, while Marvell supplies a custom chip with Arm technology for Layer 1.
  • This is an analysis/commentary piece referencing prior developments rather than announcing a first-time deal or product launch in the article itself.
• Aug 5, 2026

  ‘GPUs Suck’: Former Intel CEO Slams Data Center Hardware Limitations

  Pat Gelsinger and OpenAI’s Sachin Katti used an Ai4 2026 keynote discussion to argue that AI’s next gains depend on infrastructure, energy, and economics rather than simply more GPUs.

  • Gelsinger said today’s GPUs are power inefficient and computationally limited, arguing AI progress requires more semiconductors, data centers, communications infrastructure, and redesigns across packaging, memory, networking, and system architecture.
  • Katti said the industry must convince governments, utilities, and manufacturers to invest across the infrastructure stack; he cited bottlenecks in US data center construction, energy availability, fab and memory capacity, and said OpenAI wants to cut deployment time from three years to three quarters.
  • The discussion was framed as a keynote at Ai4 2026 in Las Vegas on August 4, 2026; it was commentary and analysis rather than a new corporate announcement.
• Jul 27, 2026

  Intel Layoffs Show Data Center Workers Aren’t Immune to Corporate Job Cuts

  Intel has announced it is preparing another round of layoffs in its data center group while saying product commitments and roadmaps will not change.

  • First reported by The Oregonian, Intel notified employees in its data center group about planned cuts; the company did not disclose the number of positions or whether Oregon employees would be affected.
  • Intel said the reorganization is part of a broader strategy to become a more focused and efficient company and to ensure the group has the right roles and skills for long-term success; Intel also reported Q1 2026 data center and AI revenue of $5.1 billion, up 22% year over year.
  • The article also notes broader industry layoffs at Oracle and Microsoft amid heavy investment in AI data center expansion, and includes analyst commentary from IDC about AI being used as a pretext for job cuts.
• Jul 16, 2026

  How NASA’s Artemis Lessons Apply to AI Infrastructure Planning

  Data Center Knowledge published commentary comparing NASA’s Artemis cost overruns with ERCOT’s handling of AI data center load forecasts and grid planning. It argues that utilities and regulators should require stronger evidence before treating proposed AI demand as firm infrastructure need.

  • ERCOT told Texas regulators it has “concerns with using the preliminary load forecast values” for reliability and transmission planning, and said planners should use historical realization rates and “other objective, credible, independent information.”
  • The article says FERC has directed six regional transmission organizations and independent system operators to explain or revise large-load rules, while ERCOT’s summer peak demand outlook is 220.9 GW by 2032 versus ERCOT’s 145.6 GW projection.
  • It cites NASA OIG findings that Boeing’s Exploration Upper Stage rose from $962 million to $3.7 billion, and Bechtel’s Mobile Launcher 2 from $383 million to about $2 billion, before those efforts were ended or repurposed.
• Jul 15, 2026

  Quantum Meets the Data Center: Hybrid Systems Take Off

  The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.

  • The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
  • The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
• Jul 14, 2026

  Intel to invest $5.7bn in Irish fab to expand Xeon production capacity

  Intel has announced plans to invest €5 billion to expand semiconductor production capacity at its Leixlip campus in Ireland.

  • Intel said the investment will increase capacity at Fab 34 to manufacture Intel Xeon processors, including Xeon 6 and next-gen Xeon built on its 3nm process node.
  • The upgrade will include leading-edge manufacturing equipment and expansion of the automated track system; Intel said it has invested more than €30bn in Ireland since 1989 and that the site employs 4,900 people.
  • The article also says Intel repurchased the 49 percent stake in Fab 34 in April 2026 for $14.2bn, after Apollo Global Management’s joint venture acquired it in 2024 for $11.2bn.