Intel Joins Musk's $25B Terafab as Foundry Partner
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
Intel
Intel Arc Pro B70 Brings 32GB VRAM to Local AI for $949
Intel's Arc Pro B70 launched on March 25 with 32GB GDDR6 and 367 TOPS for $949, undercutting NVIDIA's RTX Pro 4000 by $850. The hardware case is strong. The software story is not.
Microsoft Maia 200 - Azure's Inference Accelerator
Microsoft Maia 200 specs, benchmarks, and architecture analysis. TSMC 3nm, 216GB HBM3e, 10 PFLOPS FP4, 750W - Microsoft's first inference-only silicon deployed in Azure.
Arm Claims Agents Need New Silicon - Intel Disagrees
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
Intel Crescent Island - Inference-Only AI GPU
Intel Crescent Island specs and analysis - an Xe3P inference GPU with 160GB LPDDR5X, air cooling, and a cost-optimized approach to AI serving.
Intel Gaudi 3 - Challenging NVIDIA on Price
Intel Gaudi 3 is a TSMC 5nm AI accelerator with 128GB HBM2e and 1,835 TFLOPS FP8 performance, positioned as a cost-effective alternative to NVIDIA H100 for training and inference workloads.
