Intel’s AI Strategy Will Favor a “Broadcom-Like” ASIC Model Over the Training Hype, Offering Customers Foundry & Packaging Services

Intel’s AI Strategy Will Favor a “Broadcom-Like” ASIC Model Over the Training Hype, Offering Customers Foundry & Packaging Services

By Muhammad Zuhair
Publication Date: 2025-12-12 20:36:00

Intel’s AI plans have been under uncertainity for several quarters now, but it appears that the firm is expected to target two main segments: ASICs and edge AI.

There’s no doubt that when it comes to computing solutions providers, Intel has dominated in the past, mainly in segments like general-purpose and server-grade computing. However, when it comes to artificial intelligence, Team Blue has lagged behind both NVIDIA and AMD by a huge margin. Intel’s former CEO, Pat Gelsinger, did admit that Intel’s AI strategy was not up to mark. Even with CEO Lip-Bu Tan, we hadn’t seen a defined structure until probably now. Speaking at the Barclays Annual Global Technology Conference, Intel’s VP, John Pitzer, provided insight into what to expect from the firm on the AI front.

We’re really looking to be focused on a power-optimized GPU for inference as AI moves from the center out to the edge. We’ve got a lot of work to do there. So stay tuned. It’s going…