ChipsThe story, in brief
Intel targets Nvidia with new AI chip by year end
Intel is finally swinging back at Nvidia. New inference GPU shipping by year-end—and Intel's stock just rallied 200%+ this year.
The KeyNews take
Why it matters
Intel's data center GPU strategy is shifting from training to inference, directly challenging Nvidia's dominance in the most profitable AI workload segment. This marks a credible competitive move in the GPU wars that could reshape enterprise AI capex decisions.
The key facts
5 to knowIntel targeting inference GPU release by end of 2026
Intel shares up 200%+ year-to-date
Focus on inference workloads (vs. training)
Data centre unit leading the initiative
Direct competitive positioning against Nvidia
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Leader of data centre unit says company aiming to release ‘inference’ GPU as shares rally more than 200% this year