Intel’s Battlemage architecture takes shape with the BMG-G31 GPU appearing in driver files revealing four distinct variants. The consumer version likely represents the long-rumored Arc B770 with 16GB VRAM, positioning Intel for a competitive mid-range gaming push.
Intel is launching a dedicated ASIC and design service business to create custom AI chips for external customers. The move represents a strategic pivot as the company seeks new revenue streams amid intense competition. Analysts see this as Intel’s attempt to leverage its full-stack capabilities against specialized AI chip makers.
Intel is making a bold push into the custom chip business, reportedly launching a dedicated ASIC division that could reshape the competitive landscape in artificial intelligence hardware. According to recent earnings call commentary from CEO Lip-Bu Tan, the company plans to “deliver purpose-built silicon for a broad range of external customers” through its newly formed Central Engineering Group.
Intel shares surged following a third-quarter revenue beat, but major Wall Street firms remain cautious. Analysts cite concerns about the company’s foundry business losses, competitive pressures from AMD, and margin challenges despite near-term execution improvements.
Intel shares reportedly surged in Friday’s premarket trading after the chipmaker delivered better-than-expected third-quarter revenue, according to financial reports. The company posted revenue of $13.65 billion, exceeding analyst expectations of $13.14 billion. Despite this positive performance, sources indicate Wall Street remains cautious about Intel’s long-term prospects, particularly regarding its substantial investments in the foundry business and competitive positioning.
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