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'Data Center GPUs' Prove Little Help for Intel Stock (NASDAQ:INTC)
'Data Center GPUs' Prove Little Help for Intel Stock (NASDAQ:INTC)

Business Insider

time3 days ago

  • Business
  • Business Insider

'Data Center GPUs' Prove Little Help for Intel Stock (NASDAQ:INTC)

Chip stock Intel (INTC) has been eagerly fighting to win back its presence in the data center. And as more data centers start taking on artificial intelligence (AI) operations, that has left Intel somewhat on the back foot. But Intel is working to make a comeback, and giving its Battlemage graphics processing unit (GPU) line some extra room to run. Sadly, this did little good for Intel stock, as shareholders rejected the notion and bolted for the exits, taking shares down nearly 4% in Friday afternoon's trading. Confident Investing Starts Here: Reports noted that Intel engineers are currently working on a Linux kernel to drive data center GPUs, which pretty much means Battlemage at this point. Intel already has a couple of entrants in the GPU field—the Arc B-Series and the Arc Pro B-Series—but with this new kernel being established, reports note, that will get Battlemage into the fray as well, doing more than just improving people's gaming experience. The reports suggest that the new combination will come out under the Data Center GPU Flex Series, unless some fresh power is brought in that makes it more along the lines of the Data Center GPU Max Series. Word from the patch notes, meanwhile, notes that the new data center GPU line will have access to the Synopsis DesignWare I2C host adapter, which handles connection duties for a range of microcontrollers. New Packaging, Too Further, Intel is also working to bring out new word about its packaging, including one big breakthrough in the EMIB-T class. EMIB-T, noted a report from Tom's Hardware, will offer larger-size chip packages as well as greater options in power delivery, and even an improvement in heat spreader operations for a more reliable chip overall. The EMIB-T design, meanwhile, is fairly similar to its EMIB lineup, but with the addition of 'through-silicon vias,' (TSVs) that lend access to better communications and power flow between dies and chiplets in the chip overall. That again should help improve efficiency and speeds, making chips made in this fashion more attractive overall. Is Intel a Buy, Hold or Sell? Turning to Wall Street, analysts have a Hold consensus rating on INTC stock based on one Buy, 26 Holds and four Sells assigned in the past three months, as indicated by the graphic below. After a 34.36% loss in its share price over the past year, the average INTC price target of $21.29 per share implies 8.76% upside potential.

Intel unveils new Arc Pro GPUs & Gaudi 3 accelerators for AI
Intel unveils new Arc Pro GPUs & Gaudi 3 accelerators for AI

Techday NZ

time21-05-2025

  • Business
  • Techday NZ

Intel unveils new Arc Pro GPUs & Gaudi 3 accelerators for AI

Intel has introduced new GPUs for professionals and AI developers and announced wider availability for its Gaudi 3 AI accelerators. The company unveiled the Intel Arc Pro B60 and Arc Pro B50 GPUs, expanding the Arc Pro product family for AI inference and professional workstation use. These new graphics cards feature Intel's Xe2 architecture, combining Xe Matrix Extensions (XMX) AI cores and advanced ray tracing units. According to Intel, these specifications are aimed at creators, engineers and AI developers who require high memory and scalable performance for demanding workloads. The Arc Pro B60 and Arc Pro B50 GPUs are designed to address both architecture, engineering and construction (AEC) demands as well as AI inference tasks. The new GPUs offer 24GB and 16GB of memory respectively and allow for multi-GPU configurations. Intel stated that the Arc Pro B-Series is built to offer stability and performance through independent software vendor (ISV) certifications and supports consumer and professional drivers on Windows. On Linux platforms, the Arc Pro B-Series GPUs incorporate a containerised software stack that simplifies AI deployment. Intel indicated that this stack will be enhanced over time with further features and optimisations, allowing for broader compatibility and performance improvements. The combination of higher memory capacity and targeted software support is aimed at delivering a scalable, cost-efficient computing platform for professionals working with AI and advanced workstation applications. Intel also revealed a new platform code-named Project Battlematrix, a workstation-class Xeon-based system supporting up to eight Arc Pro B60 24GB GPUs. This configuration provides up to 192GB of video RAM and is designed to support medium-sized AI models with up to 150 billion parameters. Intel asserts that this solution is intended to reduce typical friction points experienced by AI developers working on sizeable model deployments. Vivian Lien, Vice President and General Manager of Client Graphics at Intel, commented: "The Intel Arc Pro B-Series showcases Intel's commitment in GPU technology and ecosystem partnerships. With Xe2 architecture's advanced capabilities and a growing software ecosystem, the new Arc Pro GPUs deliver accessibility and scalability to small and medium-sized businesses that have been looking for targeted solutions." Intel plans to begin sampling the Arc Pro B60 GPU through add-in board partners such as ASRock, Gunnir, Lanner, Maxsun, Onix, Senao and Sparkle starting from June 2025. The Arc Pro B50 GPU will be available from Intel-authorised resellers from July 2025. In addition to the GPU announcements, Intel introduced expanded deployment options for its Gaudi 3 AI accelerators. These will be available both as PCIe cards and in rack-scale system reference designs, with the PCIe cards designed to provide scalable AI inferencing within existing data centre infrastructure. Intel stated that these cards will allow organisations from small businesses to large enterprises to run a range of models, from Llama 3.1 8B to larger deployments such as full-scale Llama 4 Scout or Maverick models, thanks to various scalable configurations. The Gaudi 3 PCIe cards are scheduled for availability in the second half of 2025. The rack-scale reference designs for Gaudi 3 support up to 64 accelerators per rack, with 8.2TB of high-bandwidth memory. The system employs an open, modular architecture designed to help organisations avoid vendor lock-in and simplify system maintenance, including liquid cooling to manage thermal performance and lower total cost of ownership. For cloud service providers, Intel noted that Gaudi 3's rack-scale approach supports both custom and Open Compute Project (OCP) infrastructures, offering flexibility and support for large-scale model training and real-time inference. The announcements coincide with Intel's 40th anniversary of operations in Taiwan. Lip-Bu Tan, Intel's Chief Executive Officer, said: "For the past 40 years, the power of our partnership with the Taiwan ecosystem has fueled innovation that has changed our world for the better. This week, we are renewing our commitment to our partners as we work to build a new Intel for the future. Together, we will create great products that delight our customers and capitalize on the exciting opportunities ahead." Intel also announced the general availability of Intel AI Assistant Builder, a lightweight open framework for developing and deploying AI agents on Intel-based systems. The software, now available on GitHub, is aimed at allowing developers and partners to quickly build and roll out purpose-built AI agents, with recent examples incorporated by Acer and ASUS. The AI Assistant Builder is designed for use on local AI-capable PCs and, according to Intel, can be customised for organisational requirements and direct customer deployments. Intel stated that it will present its latest processor and graphics technologies at Computex 2025 in Taipei, including the new Arc Pro and Gaudi 3 products.

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