7 May 2026
Filings indicate Elon Musk's planned Terafab chip plant in Texas may cost as much as $119 billion, significantly impacting AI and semiconductor supply chains.
Intel
Intel's data center division experienced robust first-quarter growth, driven by increased server CPU and AI accelerator deployments. This performance boosted the company's stock, signaling strong demand in the AI market. Intel is strategically emphasizing AI inference to maintain CPU relevance across various devices and edge applications, even as it navigates persistent manufacturing hurdles.
The company is actively developing its foundry and packaging technologies, including the 18A process, for both internal use and external customers. This expansion is vital for securing significant deals and improving financial outcomes. The potential for major AI chip production, such as Elon Musk's proposed Texas facility, underscores the critical importance of Intel's manufacturing advancements.
The escalating demand for AI workloads strains data center infrastructure, requiring innovations in power, cooling, and networking to manage higher power densities. Intel's strategy involves deepening AI collaborations and promoting split inference architectures that combine CPUs, DPUs, and GPUs. This approach aims to optimize AI infrastructure beyond GPU-centric systems, addressing industry-wide challenges in data center expansion and efficiency.
Last updated May 10, 2026
Coverage
24 Apr 2026
Intel experienced a substantial increase in its stock value, driven by robust demand for its server central processing units and artificial intelligence accelerators within the data center sector, leading to significant growth in its data center division during the first quarter.
24 Apr 2026
Intel reported first-quarter revenue of $13.6 billion, driven significantly by strong growth in its data center segment, leading to a 20 percent increase in its stock price.
24 Apr 2026
Intel is strategically focusing on AI inference to boost its CPU relevance, aiming to integrate AI into agents, robots, and edge devices, despite facing persistent chip manufacturing challenges.
23 Apr 2026
Elon Musk announced Tesla's intention to build AI chips using Intel's unreleased 14A process, a strategic gamble on future silicon for its Terafab, necessitating the development of its own manufacturing capabilities.
13 Apr 2026
Intel's participation in Elon Musk's Terafab project signals a significant evolution in artificial intelligence infrastructure, focusing on large-scale compute production.
9 Apr 2026
Google has entered into a multiyear agreement with Intel for CPU deployments and will collaborate with the chipmaker on the development of custom IPUs.
7 Apr 2026
Intel has joined Elon Musk's $20 billion TeraFab project, with the chipmaker announcing its involvement five months after Musk suggested Tesla might collaborate with Intel on the initiative.
5 Apr 2026
A former system admin recounts a seven-year-old story of alleged corporate sabotage and antitrust violations involving Dell EMC, Datrium, and VMware, urging former customers to speak out.
24 Mar 2026
Akash Systems, in collaboration with AMD and Nvidia, is pioneering diamond-based cooling solutions to address the thermal challenges hindering the scalability of artificial intelligence in data centers.
24 Mar 2026
Vertiv is enhancing its thermal management offerings for AI infrastructure through the acquisition of ThermoKey, aiming to address critical cooling bottlenecks and strengthen its position in the AI hardware market.
16 Mar 2026
Nvidia is challenging Intel and AMD by launching new liquid-cooled rack systems at GTC that incorporate 256 of its custom Vera central processing units, deviating from its previous focus on graphics processing units or language processing units.
9 Mar 2026
Intel is introducing its Core Series 2 processor and expanding its edge artificial intelligence portfolio, banking on a two-chip strategy to appeal to customers prioritizing predictable performance balances.
5 Mar 2026
Intel's Chief Financial Officer, David Zinsner, stated that the Foundry division is close to securing a deal for advanced packaging technology worth billions annually and anticipates significant Foundry successes soon, while noting potential external deployment of its 18A process technology.
24 Feb 2026
AI infrastructure company SambaNova secured $350 million in new funding, backed by Intel, to further develop its dataflow architecture as a competitive alternative to GPU-based systems for artificial intelligence inference tasks.
23 Feb 2026
Nvidia is reportedly preparing to introduce its superchips, potentially including system-on-a-chip designs with integrated central processing units, into Windows personal computers to compete with Intel's market share.
13 Feb 2026
Fourth quarter earnings data indicates that Intel is continuing to lose market share to competitor AMD across server, desktop, and mobile processor segments, partly due to ongoing supply constraints affecting Intel's output.
12 Feb 2026
The chief executive of Articul8, Arun Subramaniyan, discussed enterprise artificial intelligence deployment, return on investment calculations, and the operational challenges faced by data centers following the company's 2024 spinout from Intel.
3 Feb 2026
Intel and SoftBank's Saimemory collaboration aims to develop new dynamic random-access memory chips designed to meet the escalating demands of artificial intelligence infrastructure, with initial prototypes anticipated in 2027.
2 Feb 2026
Intel has launched a refresh of its workstation processor lineup with the Xeon 600-series, featuring up to 86 cores and support for 4 terabytes of DDR5 memory and 128 lanes of Peripheral Component Interconnect express 5, amidst challenging memory market conditions.
23 Jan 2026
Intel is reallocating its foundry capacity away from client chips toward meeting surging demand for Xeon processors utilized in artificial intelligence servers, a shift that Chief Financial Officer David Zinsner expects to improve capacity starting in the second quarter.
22 Jan 2026
SambaNova is reportedly seeking $500 million in new funding following the breakdown of acquisition discussions with Intel, which had previously considered a $1.6 billion purchase.
9 Jan 2026
New research from Sandia National Laboratories demonstrates that neuromorphic computers utilizing Intel's neurochips are effective at solving complex partial differential equations, suggesting a pathway toward highly efficient supercomputing architectures.
5 Jan 2026
Intel officially launched its Panther Lake CPUs, branded as Intel Core Ultra Series 3, which are the first chips fabricated on the advanced 18A process, promising improved power efficiency for graphics and AI workloads.
5 Jan 2026
Qualcomm showcased its next-generation Snapdragon X2 Plus chips at CES to challenge Intel and AMD in the laptop processor market, aiming to gain traction despite the slow enterprise adoption of Windows on Arm systems.
26 Dec 2025
The upcoming Wi-Fi 8 standard, championed by Intel, is anticipated to prioritize network reliability through enhanced scheduling and intelligent access-point handoffs over raw speed improvements.
9 Dec 2025
Intel has entered an alliance with the Indian conglomerate Tata to explore manufacturing capabilities within India's first semiconductor fabrication plant, potentially serving as a strategic move to secure a future outsourced packaging partner.
3 Dec 2025
The US Department of Commerce intends to provide up to $150 million in funding to xLight, a startup led by former Intel chief Pat Gelsinger, to develop extreme ultraviolet lithography technology to compete with ASML.
20 Nov 2025
Nvidia's latest earnings confirm the strong continuation of the artificial intelligence boom but also leave unresolved questions regarding potential market bubble concerns.