Overview
- CEO Lip-Bu Tan announced at the Cisco AI Summit that Intel will produce GPUs, entering a market where Nvidia holds a commanding lead.
- The program is overseen by data-center head Kevork Kechichian, and Intel has hired a new chief GPU architect whose name was not disclosed.
- Qualcomm veteran Eric Demmers joined Intel in January, a move he confirmed publicly, as part of the broader GPU effort.
- Tan said a couple of customers are engaging with Intel Foundry on its 14A process, with volume manufacturing likely to ramp later this year.
- The company plans to shape product strategy around customer needs, while Tan also warned that AI-driven memory shortages may persist until 2028.