Vendor Strategy Summary
Key Strategic Signals
View AllCritical Relay Attack Found in Attestation TLS Protocol: Both Intel TDX and AMD SEV-SNP Affected
A critical architecture flaw in the attestation TLS protocol, enabling relay attacks, has been discovered affecting both...
Intel Launches Xeon 6+ with 288 Cores, Reclaims AI Control Plane
Intel unveils Xeon 6+ (288 E-cores, 576MB L3, 18A process), Ethernet 800 E835 controller (200GbE), and next-gen GPU Cres...
Intel Foundry Lands Google TPU Packaging Deal: EMIB-T Shakes TSMC's AI Chip Monopoly
Intel secures a multi-billion-dollar deal to package over 3 million Google TPUs using its advanced EMIB-T 2.5D packaging...
Recent Signals
View All IntelligenceIntel AI Box Ultra Hits the Road: PC-class Compute Enters Car, Locks Down Edge AI Ecosystem
Intel and Changan Auto launch the AI Box Ultra solution based on the Core Ultra platform, bringing P...
Intel at Computex 2026: CPU as Agentic AI Orchestrator, x86 Reclaims Inference Control
At Computex 2026, Intel unveiled the 288-core Xeon 6+ (Intel 18A) and 3rd-gen Core Ultra, claiming A...
Google Awards 3M+ TPU Packaging Orders to Intel Foundry, Breaking TSMC's CoWoS Monopoly
Google has awarded Intel Foundry over 3 million units of next-gen TPU advanced packaging orders, lev...
Intel at Computex 2026: 18A, Rackscale, and the Shift to CPU-Centric AI Orchestration
Intel unveils Core Ultra Series 3 on 18A, Xeon 6+ with 288 e-cores, a hybrid local inference orchest...
Intel and SambaNova Launch Rack-Scale AI, CPU Reclaims Inference Control
At Computex 2026, Intel unveiled a rack-scale AI infrastructure combining Xeon 6+ processors with Sa...
Intel and SambaNova Rackscale AI: CPU Regains Inference Control Plane
At Computex 2026, Intel unveiled rack-scale AI infrastructure combining Xeon 6+ with SambaNova SN-50...
Intel Reclaims AI Control Plane: Xeon 6+ and E835 Target Agentic Orchestration
Intel launches Xeon 6+ (288 E-cores on 18A), E835 200GbE controllers, and Crescent Island GPU. The s...
Intel CEO: AI Inference Flips CPU/GPU Ratio, Multi-Agent Pushes CPU Back to Core
Intel CEO Lip-Bu Tan forecasts AI inference driving CPU/GPU ratio from 1:8 to 1:1 or even 4:1, with ...
Related Analysis
Intel Fab Division Sale Rumors: TSMC-Led Restructuring of Global Foundry Landscape
Reuters reported TSMC proposed a JV with NVIDIA/AMD/Broadcom/Qualcomm to take ov...
Read Analysis →Apple Sues OpenAI: Hardware Ambitions and Trade Secret War Behind 400 Employee Exodus
On July 10, 2026, Apple filed a 41-page complaint against OpenAI alleging system...
Read Analysis →Apple Sues OpenAI: Hardware Ambitions and Trade Secret War Behind 400 Employee Exodus
On July 10, 2026, Apple filed a 41-page complaint against OpenAI alleging system...
Read Analysis →