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Discussion Intel current and future Lakes & Rapids thread

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https://twitter.com/x/status/2026257152197996585
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sambanova.ai

SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+

SambaNova announced the SN50 AI chip with a 5X faster max speed, and a $350M+ in investment from new and existing investors, including Intel.
sambanova.ai sambanova.ai

  • SambaNova, Intel plan multi-year strategic collaboration to deliver cloud-scale AI inference to unlock multi-billion-dollar market opportunity
  • $350 million in strategic Series E financing to expand manufacturing and cloud capacity; new investors include Vista Equity Partners, Cambium Capital, Intel Capital, Battery Ventures, and accounts advised by T. Rowe Price Associates, Inc.
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adroc_thurston said:
someone's face is getting ripped off and it's not mine!
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Too bad Intel doesn't yet have any jaguars on the shores of those clear water forests to do the face ripping 😀

Regardless, good to see a claim that they're still intending to launch in first half of this year. At least indicates that they think they've sorted out the manufacturing problems.
 
regen1 said:
Yeah, CWF ships in H1 2026. Anyway the delays(with issues related to Hybrid bonding/FOVEROS Direct) takes a lot away from it.
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Khato said:
Too bad Intel doesn't yet have any jaguars on the shores of those clear water forests to do the face ripping 😀

Regardless, good to see a claim that they're still intending to launch in first half of this year. At least indicates that they think they've sorted out the manufacturing problems.
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If Jaguar Shores launches i am gonna change my name to Jaguar Shores Launched
 
lightisgood said:
IMO, this is simply good news.
I'd like to say "Get out Lip-Bu, Come back Pat right now".

Pat DID the extreme Cap-Ex.
And it was said "too much", however... oh, oh, oh... Intel is being in the wafer shortage.
Today, it has been clear that the all opponents for PG were the fool.
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Well someone needed to clean house at Intel and Pat never did thay
 
lightisgood said:
And it was said "too much", however... oh, oh, oh... Intel is being in the wafer shortage.
Today, it has been clear that the all opponents for PG were the fool.
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No, because Intel 7 capacity was always planned to decrease.
Intel 3/4 was never planned to ramp us expeditiously.
The major difference is that Pat planned for a lot of 20A/18A. You know, the node that was canned, and the other node that is now killing Intel margins and having inadequate yields.

Intel themselves are admitting that PTL is, at least partly, being limited by yields. Intel does not have the financial horsepower anymore to brute force volume disregarding yields anymore either, and this would have been even worse under Pat.
Also, Pat himself started many of the fab cancellations/delays because he knew how the progress on node development was going. So even if Pat continued to be the CEO, there's no guarantee we would see much more volume than what we see today.
 
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