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Intel AI Chips: The Complete Guide

The only big AI chip company that owns its own chip factories, yet its AI accelerator is made by TSMC. What Intel sells for AI, where its fabs are, the prices it publishes, the US government stake, and the facts buried in its filings. Three reading levels, every number sourced.

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Intel 16 sections · 3 levels 105 linked sources Checked September 2026
How to read this page. Every brand in our AI Chips section uses the same 16 sections in the same order. Each section starts Simple, then goes Deeper, then Expert: stop wherever you have what you need. The small numbers are sources: click one to open the original document. Where a company has not published something, we say so rather than estimate.

1.At a glance

SimpleStart here

Intel is unlike NVIDIA and AMD in one big way: it designs chips and owns the factories that make most of them, in the US, Ireland, Israel and Asia 1. Yet its current AI accelerator, Gaudi 3, is made by TSMC 2. In its latest quarter Intel sold $16.1 billion, up 25% on a year earlier, and its Data Center and AI business sold $6.3 billion, up 59% 3.

What it sellsXeon server processors, Core Ultra PC chips with built-in AI units, Gaudi AI accelerators, and chip-making for other companies 4
Latest AI acceleratorGaudi 3 (2024); Crescent Island, an inference GPU, is next 5 6
Who makes the chipsIntel's own fabs for its processors; TSMC for Gaudi 3 7 2
Biggest AI roleXeon is the main processor inside NVIDIA's DGX B300 AI servers 8
DeeperThe detail

In 2026 Intel's AI story is mostly about processors, not accelerators. Its CEO says the CPU "now serves as the orchestration layer and critical control plane for the entire AI stack" 9, and the finance chief said businesses driven by AI made up about 70% of revenue in the June 2026 quarter 10. Intel's Q2 2026 results release does not mention Gaudi or any data-centre GPU 3.

ExpertFor specialists

Intel's fiscal 2025 revenue was $52.9 billion, flat on the year, with a gross margin of 34.8% (36.7% on Intel's adjusted basis). Data Center and AI sold $16.9 billion with $3.4 billion of operating profit; Intel Foundry reported $17.8 billion of revenue, mostly from Intel itself, and a $10.3 billion operating loss 11. For the third quarter of 2026 Intel guided revenue of $15.8 to $16.8 billion 3.

2.Company card

SimpleStart here

Intel was founded on 18 July 1968 by Robert Noyce and Gordon Moore 12. Lip-Bu Tan has been chief executive since 18 March 2025 13. Its shares trade on the Nasdaq as INTC 4.

Legal nameIntel Corporation 4
Headquarters2200 Mission College Boulevard, Santa Clara, California 95054-1549, USA 4 (map)
Founded18 July 1968 12
Chief ExecutiveLip-Bu Tan 13
ChairCraig Barratt, from May 2026 14
EmployeesAbout 85,100 (end of 2025), down from 108,900 a year earlier 11
StockINTC, Nasdaq Global Select Market 4
Investor siteintc.com
DeeperThe detail

Pat Gelsinger retired as CEO on 1 December 2024; finance chief David Zinsner and Michelle Johnston Holthaus ran the company as interim co-CEOs until Tan took over 15 13. In May 2026 Intel named Alex Katouzian to lead its PC business, now called the Client Computing and Physical AI Group, and made Pushkar Ranade chief technology officer 16 17. Intel is incorporated in Delaware 4.

ExpertFor specialists

Intel reports its products business (PC chips, and Data Center and AI) separately from Intel Foundry, a structure set out in April 2024 18 4. In the June 2026 quarter the PC group sold $8.9 billion, Data Center and AI $6.3 billion, and Intel Foundry $5.8 billion including sales to Intel itself 17. Three large shareholders arrived in 2025: the US government (9.9%), SoftBank ($2 billion) and NVIDIA ($5 billion) 19 20 21.

3.The story

SimpleStart here
  • 1968 Founded by Robert Noyce and Gordon Moore 12.
  • 1971 Launches the 4004, the world's first programmable microprocessor 22.
  • 1998 Introduces the Xeon brand for servers 22.
  • 2019 Buys Habana Labs of Israel, maker of Gaudi, for about $2 billion 23.
  • 2022 Launches Gaudi 2 24.
  • 2024 Launches Gaudi 3 5.
  • 2025 Drops Falcon Shores as a product; Lip-Bu Tan becomes CEO; the US government takes a 9.9% stake 25 13 19.
  • 2026 First chips on its new Intel 18A process ship: Panther Lake PCs (January) and Xeon 6+ (second quarter) 26 3.
DeeperThe detail

Intel bought its way into AI accelerators twice. It agreed to buy Nervana Systems in August 2016 27, then bought Habana Labs, based in Caesarea, Israel, in December 2019 for about $2 billion 23. The Gaudi chips come from Habana. In 2021 Pat Gelsinger's "IDM 2.0" plan opened Intel's factories to outside customers 28, and in 2024 Intel Foundry became a separately reported business 18.

ExpertFor specialists

2025 recapitalised Intel. SoftBank agreed to buy $2 billion of shares at $23 on 18 August 20. On 22 August the US government agreed to buy 433.3 million new shares at $20.47, $8.9 billion in all, paid for with grants Intel had already been awarded 19. Silver Lake bought 51% of Intel's Altera chip unit, closing on 15 September 29 30. On 18 September NVIDIA agreed to buy $5 billion of shares at $23.28 21, a deal that closed in the fourth quarter 31.

4.The lineup

SimpleStart here
NameWhat it isLaunched
Gaudi 2AI accelerator from Habana, 96 GB of memoryMay 2022 24
Gaudi 3Current AI accelerator, 128 GB of memory, made by TSMCApr 2024; systems from late 2024 5 32
Gaudi 3 PCIe cardA plug-in card version for ordinary serversSecond half of 2025 33
Xeon 6 (P-cores)Server processor with built-in AI maths; the host chip in many AI serversSep 2024 32
Xeon 6+ (Clearwater Forest)Up to 288 cores; Intel's first server chip on Intel 18AJun 2026 34 3
Core Ultra Series 3 (Panther Lake)PC chip with a 50 TOPS AI unit (NPU), up to 180 TOPS for the whole chipJan 2026 26 35
Crescent IslandData-centre GPU for running AI models (inference)Samples in 2026 36 37
DeeperThe detail

Intel's accelerator roadmap has been reset more than once. In January 2025 it said Falcon Shores would be used only as an internal test chip, "without bringing it to market", and that it would focus on Jaguar Shores, a rack-scale system 25. In October 2025 Lip-Bu Tan said Intel planned to launch inference-optimised GPUs every year 38. A February 2026 roadmap, as reported by the press, put Crescent Island's Xe3P design in 2026 and "Xe Next", including Jaguar Shores, in 2027 39.

Crescent Island was first announced in October 2025 36. Status as of September 2026: Intel detailed Crescent Island's full design at Hot Chips in August 2026 (32 cores, up to 480 GB, 350 W) 6; a press report the same month said customer sampling begins in the third quarter of 2026 and the official launch is set for 2027 37.

ExpertFor specialists

Gaudi 3 comes as an OAM module (HL-325L, up to 900 W air-cooled) and a PCIe card (HL-338, up to 600 W) 2. For China, Intel listed cut-down versions, HL-328 and HL-388, at 450 W 40. The next Xeons: Diamond Rapids, with up to 256 cores and 16 memory channels on Intel 18A-P 6, then Coral Rapids, which brings back multi-threading 41.

5.How it’s made

SimpleStart here

Intel makes most of its own processors, but not everything 1:

  1. Design: Intel's own teams; the Gaudi chips come from Habana Labs in Israel 23.
  2. Wafers in Intel's fabs: Panther Lake and Xeon 6+ on Intel 18A in Arizona; Xeon 6 on Intel 3 in Ireland 7 42 43.
  3. Wafers at TSMC: all of Gaudi 3, on TSMC's 5 nm process 2, and some tiles of Intel's PC chips 44 45.
  4. Packaging: Intel stacks and joins chip pieces with its Foveros technology in New Mexico 46.
  5. Assembly and test: Intel's own sites in Malaysia, Vietnam and China 47 1.
DeeperThe detail

Intel 18A is Intel's newest process. It combines a new transistor design, RibbonFET, with PowerVia, which delivers power from the back of the chip; Intel claims up to 15% better performance per watt and 30% better density than Intel 3 7. Volume production began in Oregon, with Arizona ramping later in 2025 48. Xeon 6+ mixes processes in one package: 12 compute tiles on 18A, three base tiles on Intel 3 and two input/output tiles on Intel 7 49.

In March 2025 Intel was still buying about 30% of its wafers from outside, mostly TSMC, and the finance chief said getting that to zero quickly was "no longer the strategy" 50. In April 2026 Lip-Bu Tan called TSMC "a very important partner" and described a "multi-foundry approach" 51.

ExpertFor specialists

Yields on 18A (the share of good chips per wafer) were a worry: in January 2026 Tan said they were "still below where I want them to be" 41. By July 2026 Intel said yields were running ahead of expectations and 18A output was about 25% above target 10. Intel was first to put ASML's newest High-NA EUV machines to work in volume: the first was assembled in Oregon in April 2024 52, and in July 2026 some Intel 18A layers for Panther Lake were running on them 53 3. The next process, Intel 14A, is due for risk production for Intel's own products in the second half of 2027 and high volume in 2028 10.

6.Where it’s made: factories and addresses

SimpleStart here

Intel's own sites that make chips. Addresses are from Intel, or from the government regulator where Intel does not publish one:

SiteAddressWhat happens there
Ocotillo campus, Chandler, Arizona, USA4500 S. Dobson Road, Chandler, AZ 85248 47Fab 52: Intel 18A chips, including Panther Lake and Xeon 6+ 7 42
Gordon Moore Park at Ronler Acres, Hillsboro, Oregon, USA2501 NE Century Boulevard, Hillsboro, OR 97124 54Research and development; first 18A volume; High-NA EUV machines 55 48 52
Rio Rancho, New Mexico, USAAddress not published by IntelFab 9 and Fab 11X: Foveros advanced packaging 46
Leixlip, Co. Kildare, IrelandCollinstown Industrial Park, Leixlip 56Fab 34: Intel 4 and Intel 3; Core Ultra and Xeon 6 43
Kiryat Gat, IsraelAddress not published by IntelWafer fab; Intel does not say which chips 1
Penang, MalaysiaBayan Lepas Free Industrial Zone, Phase 3, 11900 Penang 47Assembly and test 47
Kulim, Kedah, MalaysiaLot 10, Jalan Hi-Tech 3, Kulim Hi-Tech Park, 09000 Kedah 47Assembly and test 47
Ho Chi Minh City, VietnamLot I2, D1 Road, Saigon Hi-Tech Park, District 9 47Assembly and test 47
Chengdu, ChinaNo. 8-1 Kexin Road, Chengdu High-Tech Zone (West Park), Sichuan 611731 47Assembly and test 47

The Arizona and Asian addresses come from an Intel quality certificate dated 2017 to 2019, the latest official list we found. Gaudi 3 is made by TSMC, which does not say which of its fabs is used.

DeeperThe detail

What changed since 2025:

  • Germany and Poland cancelled: in July 2025 Intel said it would "no longer move forward" with its planned projects there, and would consolidate its Costa Rica assembly and test work into Vietnam and Malaysia 57.
  • Ohio delayed: the first New Albany fab is now due to operate in 2030 to 2031 and the second in 2032 58.
  • Ireland bought back: Fab 34 began high-volume Intel 4 production in September 2023, Europe's first volume production with EUV machines 59. Intel agreed in April 2026 to buy back Apollo's 49% of the Fab 34 venture for $14.2 billion 43, and its June-quarter filing reports the deal closed on 8 April 60; then announced a €5 billion Leixlip upgrade in July 2026 to make more Xeon chips; the site employs 4,900 people 61.
  • Arizona co-owned: under a 2022 deal Brookfield funds 49% of two new Ocotillo fabs, with Intel keeping control 62.
ExpertFor specialists

US government money built much of this. The CHIPS Act award, finalised on 26 November 2024 at up to $7.865 billion, covered Arizona, New Mexico, Ohio and Oregon 63 55, plus up to $3 billion for Secure Enclave, trusted chip-making for the US government 64. In August 2025 the unpaid grants were turned into shares 19. Intel says its US spending on tools and buildings from 2021 to 2026 is "approaching $100 billion" 10. In July 2026 its New Mexico fab manager said some customers are coming to Intel first for advanced packaging 65.

7.How it works

SimpleStart here

Gaudi is built differently from a GPU. It has a few very large matrix engines for the heavy maths plus 64 smaller programmable cores 2. Its other trick is networking: each Gaudi 3 has 24 ports of standard 200 Gb Ethernet on the chip itself, so chips link over ordinary Ethernet instead of a proprietary connection 2. Xeon processors do AI maths too, using a built-in unit called AMX in every core 66.

DeeperThe detail

Gaudi 3 is two compute dies joined in one package 67, with 96 MB of on-chip memory and 128 GB of HBM2e memory running at 3.7 TB/s 2. Intel's rack design holds up to 64 Gaudi 3 chips with 8.2 TB of memory 33. Crescent Island takes a different route: instead of costly HBM it uses LPDDR5X, the memory found in laptops, which lets it carry 160 GB, or up to 480 GB in partner versions, on an air-cooled 350 W card 6 68.

ExpertFor specialists

AMX on Xeon 6 performs up to 2,048 INT8 operations or 1,024 BF16 operations per cycle per core 66. Gaudi 3 has 8 matrix engines and 64 tensor processor cores 2. Crescent Island has 32 Xe3P cores with 256 matrix (XMX) engines and 32 MB of shared cache, and supports number formats from FP4 to FP64 6 68; Intel has not published its compute figures 69.

8.Specs explained

SimpleStart here

Intel's own figures. "Dense" and "sparse" are explained in our How AI chips work guide.

ChipMemoryMemory speedAI compute (as Intel states it)PowerMade on
Gaudi 296 GB HBM2e2.45 TB/sNot in Intel's fact sheetNot stated7 nm 24
Gaudi 3 (OAM)128 GB HBM2e3.7 TB/s 21,678 TFLOPS BF16 and FP8 2; 1,835 in Intel's Hot Chips slides 67900 W air; 1,200 W liquid 2 67TSMC 5 nm 2
Gaudi 3 PCIe (HL-338)128 GB HBM2e3.7 TB/sNot stated separately600 W 2TSMC 5 nm
Crescent Island160 GB LPDDR5X (up to 480 GB)Not publishedNot published350 W 6Not published

Intel publishes two peak figures for Gaudi 3: 1,678 TFLOPS in its white paper 2, and 1,835 TFLOPS in its Hot Chips 2024 slides, shown next to the 1,200 W liquid-cooled rating 67. Neither says whether the figure is dense or sparse.

DeeperThe detail
XeonCoresCacheNotes
Xeon 6980P128504 MBTop Xeon 6 P-core 66
Xeon 6776P—336 MBHost CPU in NVIDIA DGX B300 8 70
Xeon 6+ 6990E+288576 MBIntel 18A 34 71
Diamond Rapids (coming)Up to 2561.28 GB16 memory channels at 12,800 MT/s 6
ExpertFor specialists

Intel's own performance claims for Gaudi 3, made in 2024: on average 50% faster training and 50% better inference throughput than NVIDIA's H100, and 40% better inference power efficiency 5; and up to twice the price-performance on Llama 2 70B inference 32. These are Intel's claims against the H100, NVIDIA's 2022 chip, not against its newer Blackwell or Rubin generations (see our NVIDIA guide).

9.Official pricing

SimpleStart here

Unlike NVIDIA and AMD, Intel has published a list price for its AI accelerator. In June 2024 it said a kit of eight Gaudi 3 chips on a baseboard "will list at $125,000", and a kit of eight Gaudi 2 chips was offered at $65,000 72.

Prices Intel publishes

ProductPriceNotes
Gaudi 3 kit (8 chips + baseboard)$125,000List price, June 2024; $15,625 per chip by our arithmetic 72
Gaudi 2 kit (8 chips + baseboard)$65,000Offered to system makers, June 2024 72
Xeon 6980P (128 cores)$13,955Recommended customer price 73
Xeon 6776P (host CPU in DGX B300)$11,060Recommended customer price 70
Xeon 6+ 6990E+ (288 cores)$14,995Recommended customer price 71
Core Ultra X9 388H (Panther Lake)Not published by the companyLaptop chips are sold to PC makers 74
Crescent IslandNot published by the companyNot yet on sale 6
DeeperThe detail

What it costs to rent Gaudi (providers' own pages)

Provider and chipPriceNotes
Denvr Dataworks, Gaudi 2$1.25 per chip-hourReserved; 8 chips per machine 75
Denvr Dataworks, Gaudi 3Not published by the company"Pre-selling now" 75
IBM Cloud, Gaudi 3 (8-chip server)Not published by the companyQuote tool only 76
Intel Tiber AI CloudNot published by the companyNo Gaudi hourly rate on the pricing page 77
ExpertFor specialists

In India (rupees per hour, on demand)

ProviderChipPrice
IndiaAI Mission compute portalGaudi 2, 1 card (96 GB)₹57.60 78
IndiaAI Mission compute portalGaudi 2, 8 cards₹460.80 78
IndiaAI Mission compute portalGaudi 3, 1 card (128 GB)₹153.00 78
IndiaAI Mission compute portalGaudi 3, 8 cards₹1,224 78

On the same portal one NVIDIA H100 SXM card also lists at ₹153 an hour (the H100 PCIe at ₹252, the H100 NVL at ₹140) 78; see our NVIDIA guide. Portal prices exclude GST.

10.The software lock-in

SimpleStart here

Intel's strongest position in AI is the server processor. Its Xeon 6 is the main CPU inside NVIDIA's DGX B300 8, and was chosen for NVIDIA's DGX Rubin NVL8 systems 9. Its other advantage is owning factories in the US and Europe 1. For software, Gaudi runs PyTorch through Intel's Gaudi software (version 1.24.1 supports PyTorch 2.11) 79, and the popular vLLM serving tool has a Gaudi plug-in 80.

DeeperThe detail

Intel is also partnering with the market leader. Under its September 2025 deal, Intel will build custom x86 processors for NVIDIA's AI platforms, linked by NVIDIA's NVLink, and PC chips that include NVIDIA RTX graphics chiplets 21. In April 2026 Intel announced a multi-year collaboration with SambaNova on AI inference systems combining SambaNova's chips with Xeon 6 9. For AI on PCs, Intel's free OpenVINO toolkit reached version 2026.4 in September 2026 81.

ExpertFor specialists

Software has been Gaudi's weak point. When Intel missed its Gaudi revenue target in 2024, Pat Gelsinger cited "software ease of use" among the reasons 82. In January 2025 Michelle Johnston Holthaus said "it's not enough to just deliver the silicon"; Intel needs to deliver "a complete rack scale solution" 83. In February 2025 Intel stopped maintaining its open-source SynapseAI Core driver code 84.

11.Who buys it and why

SimpleStart here

At the Gaudi 3 launch in April 2024 Intel named customers and partners including NAVER, Bosch, IBM, Ola/Krutrim, NielsenIQ, Seekr, IFF, CtrlS Group, Bharti Airtel, Landing AI, Roboflow and Infosys 5. IBM Cloud became the first global cloud to offer Gaudi 3, generally available from 31 March 2025 85.

DeeperThe detail
  • Stability AI (2023): anchor customer for an AI supercomputer with about 4,000 Gaudi 2 chips 86.
  • Inflection AI (2024): its enterprise product runs on Gaudi 3 87.
  • Dell and Supermicro: sell servers with eight Gaudi 3 chips 88 89.
  • NVIDIA: uses Xeon 6 as the host processor in DGX systems 8 9.
  • Chip-making customers: Microsoft (a chip design on 18A, 2024) 90, Amazon Web Services (an AI fabric chip on 18A) 91, the US Department of Defense 92, and Fortinet (2026) 3. Reports that Tesla and Apple will use Intel's factories come from Tesla's CEO and a newspaper, not from Intel 93 94.
ExpertFor specialists

Intel depends on a few PC makers: its three largest customers took 43% of revenue in 2025 (19%, 12% and 12%); the 10-K data names them as Dell, Lenovo and HP 95. We found no Gaudi revenue figure in Intel's filings or results releases; the only public number is the 2024 target it missed 96 82.

12.Hidden in plain sight

SimpleStart here

Public facts buried in Intel's filings and releases. Each links to the exact document.

  1. Its fastest growth in 15 years came with an $11 billion loss. In the June 2026 quarter revenue grew 25%, which the CEO called the strongest growth in more than fifteen years, but Intel reported a loss of $2.16 a share 3 17, mainly from a $12.5 billion non-cash charge in the quarter ($13.6 billion over six months): shares it owes the US government rose in value as Intel's stock climbed 60 97.
  2. The government can take another 5% if Intel lets go of its factories. It holds a five-year warrant at $20 a share that can be used only if Intel stops owning at least 51% of its foundry business 19 98.
  3. 158.74 million shares sit in escrow, released to the government as Secure Enclave money arrives 98; about 143 million were still unreleased in June 2026 60.
  4. The government must vote with Intel's board, except in limited cases, and has no board seat 98.
  5. Intel may stop developing its next process without an outside customer. Its annual report says that without "a significant external foundry customer for Intel 14A" it may pause or discontinue 14A and shift manufacturing to third parties, "particularly TSMC" 4.
DeeperThe detail
  1. Intel's own AI accelerator is made by its foundry rival: Gaudi 3 is built on TSMC's 5 nm process 2.
  2. Three PC makers bought 43% of everything Intel sold in 2025 95.
  3. About 23,800 fewer employees in one year: 108,900 to 85,100 in 2025, partly because Altera and the memory business left 11.
  4. Intel Foundry lost $10.3 billion in 2025 on $17.8 billion of revenue, most of it from Intel itself 11.
  5. Spending plans flipped within six months: in January 2026 Intel guided capital spending "flat to down slightly"; in July it said "more than $20 billion" 41 10.
ExpertFor specialists
  1. Gaudi 3 costs the same per hour as NVIDIA's H100 SXM in India: ₹153 each on the IndiaAI portal, before GST 78.
  2. China got its own Gaudi 3: the HL-328 and HL-388, limited to 450 W 40.
  3. No mention of accelerators: the June 2026 results release and call remarks talk about CPUs, custom chips and packaging, not Gaudi or a data-centre GPU 3 10.
  4. First to use ASML's newest machines in volume: some Panther Lake layers now run on High-NA EUV 53.
  5. The government stake replaced the grant strings: the August 2025 deal removed the earlier CHIPS Act clawback and profit-sharing terms 19.

13.Weak spots

SimpleStart here

Where Intel has fallen short, in its own words:

  • Missed its AI target: "We will not achieve our target of $500 million in revenue for Gaudi in 2024" 82.
  • A cancelled chip: Falcon Shores became an internal test chip only 25.
  • Factory losses: Intel Foundry lost $10.3 billion in 2025 11.
  • Delays: the Ohio fab slipped to 2030 to 2031 58.
  • The government as shareholder is listed among the risks in its annual report 4.
DeeperThe detail

Market share is hard to pin down: the only figure we found, from TechInsights, put Intel at 22% of a $17.7 billion data-centre AI chip market in 2023, but that counts processors used for AI, not Gaudi alone; NVIDIA had 65% and AMD 11% 99. Intel's own accelerator roadmap now rests on Crescent Island, which had no named customer as of August 2026 69.

ExpertFor specialists

Export rules hit Gaudi. In April 2025 Intel told Chinese customers that AI chips above set memory and connection speeds need a US licence, which covers Gaudi 100. In December 2025 the US allowed NVIDIA H200 sales to approved Chinese buyers for a 25% fee and said the policy would also apply to AMD and Intel 101. Intel's 14A plan also depends on winning an outside customer 4.

14.India angle

SimpleStart here

India is one of Intel's biggest engineering bases. In June 2022 Intel had nine design and engineering centres in India, eight in Bengaluru and one in Hyderabad, described as its largest design operations outside the US, with about 14,000 employees 102.

DeeperThe detail

In December 2025 Tata and Intel signed a memorandum of understanding in Mumbai to explore making and packaging Intel products for local markets at Tata Electronics' upcoming fab and assembly plants, and to scale AI PCs for India 103. It is non-binding: the plants are Tata's Dholera fab in Gujarat and its assembly site in Assam, and no Intel investment was disclosed 104.

ExpertFor specialists

Gaudi 2 and Gaudi 3 are in the IndiaAI Mission's shared compute pool, which listed 34,333 GPUs in May 2025 105; one Gaudi 2 card lists at ₹57.60 an hour and one Gaudi 3 at ₹153 78. Indian names among Intel's 2024 Gaudi partners include Ola/Krutrim, CtrlS, Bharti Airtel and Infosys 5. We found no newer official figure for Intel's India headcount than 2022.

15.What’s next

SimpleStart here

Only what Intel has announced:

  • Crescent Island: customer samples in the second half of 2026, as Intel said when announcing it 36; press reports put the launch in 2027 37.
  • Jaguar Shores: the rack-scale AI system that replaced Falcon Shores 25.
  • Nova Lake PC chips: end of 2026 41.
  • Diamond Rapids and Coral Rapids: the next Xeons 6 41.
  • Intel 14A: risk production in the second half of 2027, high volume in 2028 10.
DeeperThe detail

Intel said in January 2026 that 14A customers would make "firm supplier decisions starting in the second half of this year" 41, and in July that the next 14A design kit (version 0.9) is due in October 2026 10. It plans capital spending of more than $20 billion in 2026 and "significantly above" that in 2027 10.

ExpertFor specialists

Two tests to watch. First, whether 14A wins a confirmed outside customer, since Intel's own annual report says the node depends on it 4; the Tesla and Apple reports are not confirmed by Intel 93 94. Second, whether Crescent Island, Intel's next data-centre AI chip, finds buyers 6 69.

16.Sources

105 sources, all checked September 2026. Official = the company or organisation’s own page; Filing = a document filed with a regulator; Press = news coverage, used only where no official source exists and labelled in the text.

  1. Intel Foundry: ManufacturingOfficial
  2. Intel: Intel Gaudi 3 AI Accelerator white paperOfficial
  3. Intel Investor Relations: Intel Reports Second-Quarter 2026 Financial Results (23 Jul 2026)Official
  4. Intel: Form 10-K, fiscal year 2025Filing
  5. Intel Investor Relations: Intel unleashes enterprise AI with Gaudi 3 (9 Apr 2024)Official
  6. Intel Newsroom: Intel outlines architectures for agentic AI at Hot Chips 2026 (Aug 2026)Official
  7. Intel Newsroom: Panther Lake architecture and Fab 52 fully operational (9 Oct 2025)Official
  8. Intel Newsroom: New Intel Xeon 6 CPUs maximize GPU AI performance (22 May 2025)Official
  9. Intel: Q1 2026 earnings call remarksOfficial
  10. Intel: Q2 2026 earnings call prepared remarksOfficial
  11. Intel (SEC exhibit): Fourth-quarter and full-year 2025 financial results (22 Jan 2026)Filing
  12. Intel: Intel timeline: 1968, establishing IntelOfficial
  13. Intel Investor Relations: Intel Appoints Lip-Bu Tan as Chief Executive Officer (12 Mar 2025)Official
  14. Intel Investor Relations: Board chair Frank D. Yeary to retire; Craig Barratt to be chair (3 Mar 2026)Official
  15. Intel Investor Relations: Intel Announces Retirement of CEO Pat Gelsinger (2 Dec 2024)Official
  16. Intel Newsroom: Client computing and innovation leadership news (May 2026)Official
  17. Intel (SEC exhibit): Second-quarter 2026 earnings releaseFiling
  18. Intel Investor Relations: Intel outlines financial framework for foundry business (2 Apr 2024)Official
  19. Intel Investor Relations: Intel and Trump administration reach historic agreement (22 Aug 2025)Official
  20. Intel Investor Relations: SoftBank Group and Intel sign $2B investment agreement (18 Aug 2025)Official
  21. NVIDIA Newsroom: NVIDIA and Intel to develop AI infrastructure and personal computing products (18 Sep 2025)Official
  22. Intel: Intel timelineOfficial
  23. Intel Investor Relations: Intel acquires artificial intelligence chipmaker Habana Labs (16 Dec 2019)Official
  24. Intel: Habana Gaudi2 launch fact sheet (10 May 2022)Official
  25. Intel: Q4 2024 earnings call comments (30 Jan 2025)Official
  26. Intel Investor Relations: CES 2026: Intel Core Ultra Series 3 debuts (5 Jan 2026)Official
  27. Forbes / Moor Insights (press): Intel acquires Nervana Systems (9 Aug 2016)Press
  28. Intel Investor Relations: Intel CEO Pat Gelsinger announces IDM 2.0 strategy (23 Mar 2021)Official
  29. Altera: Altera and Silver Lake close transaction (15 Sep 2025)Official
  30. Intel Investor Relations: Intel announces strategic investment by Silver Lake in Altera (14 Apr 2025)Official
  31. Intel: Q4 2025 earnings call remarksOfficial
  32. Intel Investor Relations: Intel launches Xeon 6 and Gaudi 3 (24 Sep 2024)Official
  33. Intel Investor Relations: Computex 2025: Intel unveils new GPUs for AI (May 2025)Official
  34. The Register (press): Intel launches 288-core Clearwater Forest Xeon 6+ on 18A (1 Jun 2026)Press
  35. Intel Investor Relations: Intel unveils Panther Lake architecture (9 Oct 2025)Official
  36. DatacenterDynamics (press): Intel unveils Crescent Island data-center GPU for inferencing (Oct 2025)Press
  37. TechSpot (press): Intel confirms Crescent Island GPU details (25 Aug 2026)Press
  38. Intel: Q3 2025 earnings call prepared remarksOfficial
  39. Wccftech (press): Intel unveils annual GPU cadence: Xe3P in 2026, Xe Next in 2027 (Feb 2026)Press
  40. The Register (press): Intel's China-specific Gaudi 3 parts (12 Apr 2024)Press
  41. Intel: Q4 2025 earnings call prepared remarks (investor site copy)Official
  42. DatacenterDynamics (press): Intel details Clearwater Forest; Arizona Fab 52 fully operationalPress
  43. Intel Newsroom: Intel to repurchase 49% equity interest in Ireland fab joint ventureOfficial
  44. eeNews Europe (press): Intel details TSMC-made Lunar Lake processor (Jun 2024)Press
  45. Wccftech (press): Intel Panther Lake deep dive: tiles and process nodesPress
  46. Intel Investor Relations: Intel opens Fab 9 in New Mexico (24 Jan 2024)Official
  47. Intel: ISO 9001 multi-site registration certificate (2017-2019 edition)Official
  48. Intel Investor Relations: Intel Foundry gathers customers and partners (29 Apr 2025)Official
  49. TrendForce (press): Intel unveils Xeon 6+ Clearwater Forest at MWC (3 Mar 2026)Press
  50. Yahoo Finance (press): Intel still using TSMC for about 30% of wafers (Mar 2025)Press
  51. The Motley Fool (press): Intel Q1 2026 earnings call transcript (23 Apr 2026)Press
  52. Intel Newsroom: Intel Foundry opens new frontier in chipmaking (High-NA EUV, Apr 2024)Official
  53. ASML: High-NA EUV reaches new readiness milestone (15 Jul 2026)Official
  54. Oregon Department of Environmental Quality: Intel Aloha and Ronler Acres facilitiesGovernment
  55. Intel Investor Relations: Intel and Biden-Harris administration finalize $7.86B CHIPS award (26 Nov 2024)Official
  56. Environmental Protection Agency, Ireland: Intel Ireland licence document (Leixlip)Government
  57. Intel Investor Relations: Intel Reports Second-Quarter 2025 Financial Results (24 Jul 2025)Official
  58. Intel Newsroom: Ohio One construction timeline update (28 Feb 2025)Official
  59. Intel Investor Relations: Intel's new fab in Ireland begins high-volume production (29 Sep 2023)Official
  60. StockTitan (press): Summary of Intel Q2 2026 Form 10-QPress
  61. IDA Ireland: Intel announces EUR 5 billion investment to expand European manufacturing (13 Jul 2026)Government
  62. Intel Investor Relations: Intel introduces Semiconductor Co-Investment Program with Brookfield (23 Aug 2022)Official
  63. NIST, US Department of Commerce: CHIPS incentives award to Intel (Nov 2024)Government
  64. Intel Investor Relations: Intel awarded up to $3B for Secure Enclave (16 Sep 2024)Official
  65. Intel Newsroom: Intel's US advanced packaging enables next-generation AI semiconductors (Jul 2026)Official
  66. Intel: Intel Xeon 6 processor product briefOfficial
  67. Intel at Hot Chips 2024: Intel Gaudi 3 (Roman Kaplan)Conference
  68. ServeTheHome (press): Intel Crescent Island 160GB to 480GB LPDDR5X AI GPU at Hot Chips 2026Press
  69. Tom's Hardware (press): Hot Chips 2026: Intel dives deep on Crescent IslandPress
  70. Intel: Xeon 6776P specifications (recommended customer price)Official
  71. Intel: Xeon 6990E+ specifications (recommended customer price)Official
  72. Intel Investor Relations: Intel accelerates AI everywhere at Computex 2024 (4 Jun 2024)Official
  73. Intel: Xeon 6980P specifications (recommended customer price)Official
  74. Intel: Core Ultra X9 388H specificationsOfficial
  75. Denvr Dataworks: PricingOfficial
  76. IBM: Intel Gaudi 3 AI accelerators on IBM CloudOfficial
  77. Intel Tiber AI Cloud: PricingOfficial
  78. IndiaAI Mission (Government of India): IndiaAI compute price calculatorGovernment
  79. Intel Gaudi documentation: Support matrixOfficial
  80. vLLM project: vllm-gaudi hardware plugin (GitHub)Official
  81. Intel Community: OpenVINO 2026.4 available now (18 Sep 2026)Official
  82. Intel: Q3 2024 earnings call transcript (31 Oct 2024)Official
  83. The Motley Fool (press): Intel Q4 2024 earnings call transcript (30 Jan 2025)Press
  84. Phoronix (press): Intel stops maintaining SynapseAI Core open-source driverPress
  85. IBM Newsroom: Intel and IBM announce availability of Gaudi 3 on IBM CloudOfficial
  86. Intel Investor Relations: Intel Innovation 2023 (19 Sep 2023)Official
  87. Intel Newsroom: Inflection AI and Intel launch enterprise AI system (7 Oct 2024)Official
  88. Intel Newsroom: Intel Gaudi 3 expands availability (May 2025)Official
  89. Supermicro: SYS-822GA-NGR3 (8x Gaudi 3) product pageOfficial
  90. Intel Investor Relations: Intel launches world's first systems foundry for the AI era (21 Feb 2024)Official
  91. Intel Newsroom: Intel and AWS strategic collaboration (16 Sep 2024)Official
  92. Intel Newsroom: US Department of Defense picks Intel Foundry for RAMP-C phase three (22 Apr 2024)Official
  93. TrendForce (press): Intel tapped as Tesla names first 14A use in Terafab push (23 Apr 2026)Press
  94. TheStreet (press, citing the Wall Street Journal): Apple signs chipmaking deal with Intel (May 2026)Press
  95. edgar.tools (10-K data extract): Intel segment and customer-concentration disclosuresResearch
  96. Intel: Q1 2024 earnings call comments (25 Apr 2024)Official
  97. Intel: Form 10-Q, quarter ended 27 June 2026Filing
  98. Intel: Form 8-K, US government agreement (Aug 2025)Filing
  99. TechInsights: Data-center AI chip market, Q1 2024 updateResearch
  100. TrendForce (press): Intel reportedly faces new US licence rules for Gaudi in China (17 Apr 2025)Press
  101. Tom's Hardware (press): Trump approves NVIDIA H200 exports to China with 25% fee (Dec 2025)Press
  102. Business Standard (press): Intel expands in India, unveils new design and engineering centre (24 Jun 2022)Press
  103. Tata Group Newsroom: Tata and Intel alliance for silicon and compute ecosystem (Dec 2025)Official
  104. Business Standard (press): Tata Electronics and Intel sign MoU to explore chip manufacturing in India (Dec 2025)Press
  105. Press Information Bureau, Government of India: IndiaAI compute capacity of 34,333 GPUs (30 May 2025)Government

On this page

1. At a glance2. Company card3. The story4. The lineup5. How it’s made6. Where it’s made: factories and addresses7. How it works8. Specs explained9. Official pricing10. The software lock-in11. Who buys it and why12. Hidden in plain sight13. Weak spots14. India angle15. What’s next16. Sources

Quick facts

HeadquartersSanta Clara, California
Founded1968
CEOLip-Bu Tan
Makes its own chips?Yes, owns factories (Gaudi 3 is made by TSMC)
Main factoriesArizona, Oregon, New Mexico, Ireland, Israel
Latest quarter revenue$16.1 billion

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