Intel

Recent news

• 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.
• Jul 14, 2026

  FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs

  The Federal Bureau of Investigation (FBI) is considering acquiring AI supercomputer hardware through a request for information (RFI).

  • The FBI said it seeks information on AI computing products for LLM training, inference, advanced analytics, computer vision, and other secure government workloads.
  • The RFI outlines four hardware categories, including rack-scale AI systems, AI pod architectures, and AI inference accelerators; most deliveries would go to the CJIS Division facility in Clarksburg, West Virginia.
  • The document notes that RFIs are a precursor to procurement and do not guarantee purchase; the FBI could acquire equipment in varying quantities and configurations through delivery orders.
  • Category details include Intel Xeon 6767P or equivalent, HGX B300 eight-GPU assembly, GB300 NVL72-equivalent systems, Google TPU-equivalent architectures, and Nvidia L40-S-equivalent inference hardware.
• Jul 8, 2026

  SambaNova raises $1bn in Series F round, AI compute company valued at $11bn

  SambaNova has announced a $1 billion Series F funding round led by General Atlantic, alongside a new deployment plan with JPMorganChase for on-prem AI inference workloads.

  • The round valued SambaNova at $11bn and included investors such as Seligman Ventures, T. Rowe Price Associates, Inc., Capital Group, BlackRock, Intel Capital, Qatar Investment Authority (QIA), and Vista Equity Partners.
  • SambaNova said it develops Reconfigurable Data Units (RDUs) and packages them with Intel hardware; it also previously unveiled the SN50 RDU and an Intel partnership, while JPMorganChase said it will test the hardware for performance, control and reliability on on-prem inference.
• Jul 3, 2026

  Marvell boosts custom silicon push with AMD engineering lead hire

  Marvell Technology has hired former AMD engineering lead Jay Kirkland as SVP of custom silicon engineering.

  • Kirkland joins Marvell after more than six years at AMD, where he led customer engineering, platform engineering, and AI enablement for hyperscale and AI customers.
  • Marvell is also pursuing custom silicon, AI networking, and optical interconnects; the article cites a $2 billion Nvidia investment in Marvell and Marvell’s $3.25 billion acquisition of Celestial AI.
  • The story also mentions Marvell’s Teralynx T100 switch for AI and cloud data center infrastructure, and its acquisitions of Polariton Technologies and Celestial AI.
• Jul 2, 2026

  OpenAI considers giving five percent stake to US government, proposes other AI businesses join them - report

  OpenAI is reportedly debating a conceptual proposal to offer the US government a five percent stake in its business, with rival AI labs potentially expected to offer similar stakes as well.

  • The arrangement is described as conceptual and could involve transferring the stake to a sovereign wealth fund; it may require an act of Congress.
  • OpenAI is also said to be hiring Dean Ball and has proposed a public wealth fund; Sam Altman has spoken with Donald Trump, Howard Lutnick, Scott Bessent, and Bernie Sanders about AI and ownership questions.
• Jun 10, 2026 · GeoExPro

  “Running a company is like having a long-term relationship – you have to give and take, but always carry on”

  Rock Flow Dynamics has opened a new data processing centre in Serbia and previously received a $2M investment from Intel Capital which the company later bought out.

  • Main announcement: Rock Flow Dynamics opened a data processing centre in Serbia, reducing regression-test time from up to three days to eleven hours, and continues to run four major releases per year with about 10 minor releases between them.
  • Background and other details:Intel Capital invested $2 M in the company’s early years (the founders later bought Intel out), the company expanded offices to the USA (Houston) and sold first to an exploration company in Dallas; RFD has ~10 M lines of code, and is diversifying into mining, geothermal and lithium sectors.