Intel
Gaudi AI accelerators plus Xeon CPUs; integrated design-and-foundry player
Intel designs the Gaudi line of AI training/inference accelerators (Gaudi 3 shipping in 2025) acquired via Habana Labs, positioned as a lower-cost alternative to Nvidia, though it has struggled for meaningful share. Intel is unique as both a chip designer and a foundry (Intel Foundry / 18A), and it also designs the Xeon x86 CPUs that host most AI servers. Its next AI GPU efforts pivot around the 'Jaguar Shores' rack-scale roadmap after Falcon Shores was recast as an internal-only part.
AI accelerator
Gaudi 3 (Habana lineage)
2026+ roadmap
Jaguar Shores rack-scale AI
CPU line
Xeon (x86) — hosts most AI servers
Unique
Both designer and foundry (18A)
How it fits the stack
Intel with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Intel in the AI stack. Intel with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 7 entities, 6 relationships
- Intel —supplies→ ASML Holding
- Intel —uses→ High-Bandwidth Memory (HBM)
- Intel —competes with→ AMD
- Intel —competes with→ Ampere Computing
- Intel —competes with→ Nvidia
- Intel —invests in→ CHIPS and Science Act
Context — capital, rivals, policy · · 6