this post was submitted on 04 Feb 2026
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I had to check the date on the article. They've been making GPUs for 3 years now, but I guess this announcement--although weird--is a sign that Arc is here to stay, which is good news.
This article was based off what the CEO said at the Second Annual AI Summit, following the news of their new head of GPU hire who says he "will lead GPU engineering with a focus on AI at Intel". The AI pivot is the actual news.
Oh so they will actually not focus on GPUs as end consumer products for you and me. They’re just like Nvidia and AMD. This news really just shows how cooked gaming is.
It's not even a pivot. They've been focusing on AI already. I'm sure they want it to seem like a pivot (and build up hype); the times before apparently just having the hardware and software wasn't enough. nobody cared when the gaudi cards came out, nobody uses sycl or onednn, etc
Just what every consumer needs. More AI focused chips.
Intel just trying to cash in on the AI hype to buy the sinking ship, as far as investors are concerned.
Don't worry, it's just a relabeling. The stuff is still the same.
Weird, they're a bit late boarding this train as it already starts to derail...MS just stumbled hard as their AI shit isn't paying off and it drives consumers away.
Man watching the stock the past few days is just chefs kiss
It feels like TechCrunch is allowing a drunk Ai to write all its articles now.
The actual chips are farmed out to TSMC, I don't believe they've made any in house so I'm guessing maybe they've decided that they're going to do that sometimes now? But then, even some of their CPUs are made by TSMC so I could be on a very wrong path.
TSMC is how they stay competitive; that’s what everyone else uses
Intel is still catching up with 18A
https://www.tomshardware.com/pc-components/cpus/intels-18a-production-starts-before-tsmcs-competing-n2-tech-heres-how-the-two-process-nodes-compare
You are a bit out of date. I cant say what I know, but tsmc is just one player now. Semiconductor industry is about to make some jumps.
Sure bud
https://www.trendforce.com/news/2025/03/28/news-smic-reported-to-complete-5nm-chips-by-2025-but-costs-may-be-50-higher-than-tsmcs/
You design semiconductors for a living? Or just read articles?
They want to make Celestial on 18A, no?
thanks for your effort