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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

time2 hours 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 Stock (NASDAQ:INTC) Slides on New Developments, Old Faces
Intel Stock (NASDAQ:INTC) Slides on New Developments, Old Faces

Globe and Mail

time6 days ago

  • Business
  • Globe and Mail

Intel Stock (NASDAQ:INTC) Slides on New Developments, Old Faces

Today turned out to be an oddly mixed day for chip stock Intel (INTC). It brought out some exciting news about the upcoming Battlemage CPU lineup, and some new bits about its role in a high-powered laptop, or rather, a laptop with high battery power in it. It also lost some names in its sales force that might be concerning. All of this together added up to concern from investors, as Intel shares slid over 2% in Friday afternoon's trading. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter First, there's the Arc B770, a development that is proving a surprising winner for Intel as it gets more into the graphics processing unit (GPU) market space. The B770, the latest in the series, is still expected to hit in the fourth quarter of this year. This should be particularly good news if it can lean toward the front half of the fourth quarter as opposed to the back, which would make the B770 one doozy of a Christmas shopping item. Second, there is the boost from Lenovo (LNVGY), by way of the ThinkPad T14s, Gen 6. Reports note that this laptop comes with a hefty 21 hours of battery life, and a lot of that is thanks to Intel's Lunar Lake processors, which serve as the underpinnings of this laptop. Reports call it an '…ideal balance between great everyday performance and efficiency.' And Then, The Losses This was all good news for Intel, but not all the news was so pleasant. Intel lost two fairly major names in its operation: its data center sales leader, and its public sector sales leader. Both Uday Yadati, who ran the data center sales, and Cameron Chehreh, who handled public sector, left the company recently. Yadati's departure was unexpected, reports note, and Chehreh first announced his departure on LinkedIn late Wednesday, reports noted. Yadati was, apparently, made a better offer elsewhere as he left to '…pursue another opportunity,' reports noted. And Chehreh was leaving to return to his 'software roots,' serving as president and general manager at a startup. 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 33.11% loss in its share price over the past year, the average INTC price target of $21.29 per share implies 5.76% upside potential. See more INTC analyst ratings Disclosure

Intel Stock (NASDAQ:INTC) Slides on New Developments, Old Faces
Intel Stock (NASDAQ:INTC) Slides on New Developments, Old Faces

Business Insider

time24-05-2025

  • Business
  • Business Insider

Intel Stock (NASDAQ:INTC) Slides on New Developments, Old Faces

Today turned out to be an oddly mixed day for chip stock Intel (INTC). It brought out some exciting news about the upcoming Battlemage CPU lineup, and some new bits about its role in a high-powered laptop, or rather, a laptop with high battery power in it. It also lost some names in its sales force that might be concerning. All of this together added up to concern from investors, as Intel shares slid over 2% in Friday afternoon's trading. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter First, there's the Arc B770, a development that is proving a surprising winner for Intel as it gets more into the graphics processing unit (GPU) market space. The B770, the latest in the series, is still expected to hit in the fourth quarter of this year. This should be particularly good news if it can lean toward the front half of the fourth quarter as opposed to the back, which would make the B770 one doozy of a Christmas shopping item. Second, there is the boost from Lenovo (LNVGY), by way of the ThinkPad T14s, Gen 6. Reports note that this laptop comes with a hefty 21 hours of battery life, and a lot of that is thanks to Intel's Lunar Lake processors, which serve as the underpinnings of this laptop. Reports call it an '…ideal balance between great everyday performance and efficiency.' And Then, The Losses This was all good news for Intel, but not all the news was so pleasant. Intel lost two fairly major names in its operation: its data center sales leader, and its public sector sales leader. Both Uday Yadati, who ran the data center sales, and Cameron Chehreh, who handled public sector, left the company recently. Yadati's departure was unexpected, reports note, and Chehreh first announced his departure on LinkedIn late Wednesday, reports noted. Yadati was, apparently, made a better offer elsewhere as he left to '…pursue another opportunity,' reports noted. And Chehreh was leaving to return to his 'software roots,' serving as president and general manager at a startup. 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 33.11% loss in its share price over the past year, the average INTC price target of $21.29 per share implies 5.76% upside potential.

Intel ARCade machine showcases a NUC Extreme with Arc A770 GPU
Intel ARCade machine showcases a NUC Extreme with Arc A770 GPU

Yahoo

time18-05-2025

  • Yahoo

Intel ARCade machine showcases a NUC Extreme with Arc A770 GPU

When you buy through links on our articles, Future and its syndication partners may earn a commission. While Intel is gearing up to reveal new Battlemage products at Computex in a few days, X user Haze has shared an image of an Intel ARCade machine featuring a last-generation Alchemist A7 series GPU. Often seen as Intel marketing material for major e-sports events, this machine was reportedly found out of commission and unused at an unnamed Intel campus. Intel was enthusiastic in the months leading up to the Alchemist launch, as evident in its marketing push for the product. This ranged from custom 60-foot air-conditioned gaming trucks to smaller Arcade machines, like the one we're seeing today. Following the delays associated with Alchemist and inevitable teething problems, Intel has maintained a relatively low profile with Arc since then. The desktop Battlemage launch is proof of this. The ARCade is an Intel-powered arcade-style machine that has been a recurring presence at events like DreamHack. The controller layout depicts a two-player configuration for fighting games like Street Fighter and Tekken. A quick look inside reveals a GPU at its core, which carries a strong visual resemblance to Intel's Limited Edition models from the Alchemist range, likely the A770. The GPU is presumably housed in an Intel NUC 12 Extreme, but any guess is as good as ours. Sadly, the machine has been affixed with a sticky note stating "Out of order". The error message on the screen, "A Bootable Device Has Not Been Detected", suggests the problem shouldn't be that difficult to resolve. Perhaps Intel will revise the design with a Battlemage-based GPU, or explore selling these cabinets to eager collectors. Intel's marketing has been considerably scaled back in recent times. Still, their product delivery remains strong, as evidenced by the Arc B580 and B570, which are what matters. That being said, keep your eyes peeled for Computex, as Intel is reportedly preparing to reveal new 24GB models of the B580, along with a potential BMG-G31-based B770, if we're lucky. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.

Maxsun registers several Intel Arc B580 24GB models with the EEC
Maxsun registers several Intel Arc B580 24GB models with the EEC

Yahoo

time14-05-2025

  • Yahoo

Maxsun registers several Intel Arc B580 24GB models with the EEC

When you buy through links on our articles, Future and its syndication partners may earn a commission. Just days before Computex, the parent company of Maxsun has registered new Intel Arc B580 models with 24GB of VRAM with the EEC, via Olrak at X, further stoking existing rumors of a high-VRAM Battlemage card. Remember that EEC (Eurasian Economic Commission) submissions aren't definitive confirmations of any product. Manufacturers often register placeholder configurations to cover all future possibilities, many of which never end up seeing the light of day. Therefore, you should treat this leak with a healthy dose of skepticism. Intel launched its Arc B580 and Arc B570 GPUs in December and January, respectively, bringing its Battlemage architecture to the desktop market just months after Lunar Lake debuted on mobile. It wouldn't be an exaggeration to say these GPUs initially caused a stir in the market, offering an ample 12GB framebuffer, a capacity unheard of in the $250 GPU market. The cheapest B580s on Newegg and Best Buy are now in the $300 territory, which is a shame. That's a trend most new GPUs are facing, including AMD's RX 9000 GPUs and Nvidia's RTX 50 series. We've been hearing rumors of a 24GB Battlemage Professional GPU since December. Recently, Sparkle accidentally alluded to the existence of an Arc B580 24GB, later retracting their comments, likely due to NDA concerns. Maxsun's parent company has registered several GPUs with the EEC, including the MAXSUN Intel Arc B580 iCraft 24G and its OC variant, matching the exact configuration Sparkle mentioned. Officially speaking, Intel has so far only confirmed more professional GPUs (likely based on Battlemage) for Computex. There's a significant overlap here as sources are divided on whether the BMG-G21 variant with 24GB of memory is intended for workstations, likely the Arc Pro B60, or consumers, likely the Arc B580 24 GB. Assuming this 24GB model joins Intel's consumer-grade B580 lineup, it stands to reason Intel probably has something more powerful in the pipeline for its workstation offerings. Intel's BMG-G21 die allows for 20 Xe cores (2,560) shaders, which is designed as a competitor to Nvidia's RTX 4060 (AD107). Pricing differences aside, despite more VRAM, it would still be eclipsed in raw compute by even the entry-level RTX PRO 4000 Blackwell, which has Nvidia's GB203 chip under the hood. Export data from NBD purports the existence of a larger BMG-G31 die. Most of these shipments are Vietnam-bound, which hosts several OSAT companies that have a history of packaging and assembling Intel products. So, will Intel bring any BMG-G31 GPUs to the table? We're pinning our hopes on Computex for the official word. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.

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