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Message: [QUOTE="Queen, post: 85052, member: 27"] Intel just ripped up its roadmap, doubled down on fewer chips, and bet the future on Diamond Rapids, Coral Rapids, and a very cozy NVIDIA partnership. What Intel just put on the table [LIST] [*]Intel used its Q4 2025 earnings to reset expectations [*]Revenue landed at $13.7 billion, down 4 percent year over year [*]Supply constraints are still biting [*]Leadership says things should calm down around Q2+ [*]The bigger reveal was how client and data center plans got reshuffled [/LIST] Server roadmap gets ruthless [LIST] [*]Intel says Granite Rapids is ramping, and customers are responding well [*]Sapphire Rapids and Emerald Rapids stick around for mainstream servers [*]The real shift is what comes next [*]Diamond Rapids is now the star of the show [*]It is a 16-channel Xeon focused entirely on performance [/LIST] Why did some Xeons get cut [LIST] [*]Intel quietly dropped the 8-channel Diamond Rapids variant [*]The goal is fewer products, more focus [*]Everything is pointed at max performance instead of broad coverage [*]Intel wants its server roadmap simpler and louder [/LIST] Coral Rapids brings old features back [LIST] [*]After Diamond Rapids comes Coral Rapids [*]SMT is returning to Xeon with this generation [*]Intel wants core and thread leadership again [*]Coral Rapids is being fast-tracked wherever possible [*]The message is in correction mode, not experimentation [/LIST] Intel and NVIDIA get closer [LIST] [*]Intel confirmed deep work with NVIDIA [*]The two are building a custom Xeon CPU [*]NVLink will be integrated directly into the package [*]NVIDIA gets Intel x86 features [*]Intel gets tighter AI server integration [*]This combo is aimed straight at hyperscaler AI nodes [/LIST] What this means for AI servers [LIST] [*]NVLink allows tighter coupling with Blackwell and Rubin GPUs [*]Xeon SoCs can slot into more AI-heavy environments [*]Intel is positioning itself as the CPU backbone for NVIDIA-driven systems [*]This is less rivalry, more mutual survival [/LIST] Client CPUs are not forgotten [LIST] [*]Intel highlighted the Core Ultra Series 3 [*]The platform is codenamed Panther Lake [*]Intel claims it will be the most widely adopted AI PC platform yet [*]OEMs are already lined up with over 200 notebook designs [/LIST] Nova Lake is the next step [LIST] [*]Nova Lake is scheduled for late 2026 [*]It targets desktops and notebooks [*]Intel promises strong performance without blowing up costs [*]The company sees this as a path back to share growth [/LIST] Why Intel sounds cautiously confident [LIST] [*]Panther Lake is Intel’s first 18A product [*]Early signals look solid internally [*]Leadership believes the roadmap is finally clear [*]Fewer chips, sharper focus, less confusion [/LIST] The big picture [LIST] [*]Intel is streamlining instead of chasing everything [*]Data center gets priority with Diamond Rapids and Coral Rapids [*]AI gets a boost through NVIDIA collaboration [*]Client PCs stay relevant with Panther Lake and Nova Lake [*]This is Intel trying to claw back credibility, one focused bet at a time [/LIST] [/QUOTE]

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