Intel announced on October 27 that it has signed a definitive agreement to acquire quantum computing software provider Classiq, advancing its push to become a full-stack quantum computing provider.
Intel CTO Pushkar Ranade said in a podcast interview that global frontier wafer output can at most double rather than grow tenfold, citing supply-chain-wide capacity limits and EUV lithography tool shortages as key constraints on AI compute expansion.
AMD and Intel announced a partnership to optimize PyTorch on x86 CPUs by consolidating their efforts into oneDNN, offering developers a unified software path across both CPU platforms. AMD will integrate ZenDNN into oneDNN and join the UXL Foundation's steering committee, while the companies advance the ACE instruction set for future PyTorch integration.
Intel CEO Lip-Bu Tan said in an interview with Nikkei Asia that China is not far behind the U.S. in chip manufacturing technology, with both sides having strengths and weaknesses, and that meeting customer needs is Intel's top priority.
Intel Senior Vice President Cho Min-sung said at a semiconductor-humanoid robot conference in South Korea that Intel plans to release "Nova Lake" for physical AI in early 2027, followed by "Razor Lake AX" in 2028 with platform computing power of up to 700 TOPS, notably higher than Panther Lake's 180 TOPS.
At the 2026 OCP Global Summit, Intel announced that its Xe3P-based data center inference GPU "Crescent Island" will be officially named the Intel GPU D-series, starting with the Intel GPU D270.
Lip-Bu Tan said China's frontier AI models have low token costs and fast adoption, with DeepSeek, Kimi and GLM performing well enough. He firmly supports open source and believes the market will decide application scenarios for different models. He also said quantum computing may go mainstream in three to five years, and software will improve the efficiency of related infrastructure.
On October 10, 2026, Musk told customers and investors that despite not currently knowing how to make microchips, he believes his companies' custom equipment expertise could help them find a better way to make chips, and he plans to build a chip factory called Terafab in Texas with initial investment over $15 billion.
In an a16z podcast interview on October 9, 2026, former Intel CEO and Playground Global partner Pat Gelsinger argued that AI hardware is entering a renaissance. He highlighted energy capacity as economic capacity, called for 800V DC power in data centers, backed ferroelectric memory innovation, and predicted 2028-2029 as an inflection point for optical interconnects and a shift toward optical circuit switching.
In an interview in Tokyo, Intel CEO Lip-Bu Tan said Intel will continue participating in Elon Musk's Terafab chip project, having signed on as a development partner in April, and has not withdrawn. Earlier, Musk revealed potential talks with TSMC, raising concerns about Intel's project role and briefly sending Intel shares down 3.9%.