Intel has an AI accelerator strategy. Here's what it is.

[Intel Headquarters]
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Intel (NASDAQ:INTC [https://seekingalpha.com/symbol/INTC]) has badly lagged behind Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]), AMD (NASDAQ:AMD [https://seekingalpha.com/symbol/AMD]) and Broadcom (NASDAQ:AVGO [https://seekingalpha.com/symbol/AVGO]) when it comes to creating and mass-producing artificial intelligence accelerators, the lifeblood of the AI economy. As a result, Intel has seen the aforementioned trio catapult ahead of it in mind-share, revenue growth, market capitalization and several other metrics closely watched by investors.

That fact is not lost on CEO Lip Bu-Tan, who outlined the Santa Clara, Calf.-based company's strategy for AI accelerators on its third-quarter earnings call [https://seekingalpha.com/article/4832837-intel-corporation-intc-q3-2025-earnings-call-transcript].

_“I continue to believe that we can play a meaningful role in developing compute platforms for emerging inference workloads driven by agentic AI and physical AI,” _Tan said_. “This will be a far larger market than that for AI training workloads. We will work to position Intel as a compute platform of choice for AI inference, and we look to partner with arrays of incumbents as well as emerging companies that are defining this new compute paradigm. This is a multiyear initiative, and we will strike partnership when we can deliver true differentiation and market-leading products.”_

Tan continued:_ “In the near term, we will continue delivering AI capabilities to Xeon, AI PCs, Arc, GPUs and our open software stack. Looking ahead, we plan to launch successive generation of inference-optimized GPUs on the annual cadence that features enhanced memory and bandwidth to meet enterprise needs.”_

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