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In this case there is no risk of anyone stealing Intel's ideas or even reacting to them.

First, they're not even an also-ran in the AI compute space. Nobody is looking to them for roadmap ideas. Intel does not have any credibility, and no customer is going to be going to Nvidia and demanding that they match Intel.

Second, what exactly would the competitors react to? The only concrete technical detail is that the cards will hopefully launch in 2027 and have 160GB of memory.

The cost of doing this is really low, and the value of potentially getting into the pipeline of people looking to buy data center GPUs in 2027 soon enough to matter is high.





Given how long it takes to develop a new GPU I’m pretty sure this one was signed off by Pat and given it survived Lip-Bu’s axe that says something, at least for Intel.



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