Intel’s Crucial Jaguar Shores Rack-Scale AI Series Set for Finalization in H1 2026, Negotiations Ongoing with Alchip

Rumor Rating Methodology

0-20%: Unlikely – No credible sources 21-40%: Questionable – Some unresolved issues 41-60%: Plausible – Some reasonable evidence 61-80%: Probable – Solid evidence backing 81-100%: Highly Likely – Multiple trustworthy sources

Rumor Assessment

65%

Status: Probable

Source Reliability: 3/5

Corroboration Level: 2/5

Technical Basis: 4/5

Timeline Accuracy: 4/5

Intel’s Jaguar Shores AI Lineup: A Potential Game Changer Against NVIDIA and AMD Intel’s ambitions in the AI domain have undergone significant evolution. Initially focused on the ‘inference’ market, the company found itself trailing behind as the industry rapidly advanced. Recently, Intel announced its shift toward a regular annual release cycle for AI products. They also introduced the ‘inference-optimized’ Xe3P ‘Crescent Island’ AI chip, marking their serious commitment to compete effectively in this burgeoning sector. Current discussions indicate that Intel’s new Jaguar Shores AI lineup is in talks with ASIC designer Alchip, with plans anticipated to be finalized by the first half of 2026. This strategic collaboration could bolster Intel’s position and enhance their capabilities in the AI market.

#市場小作文 #RUMOR轉世芯3661 Trn3及新客戶近況更新1.近期閉門會議公司重申Trn3時間點，確認無延期，維持Trn3-1 Q1 25 tape out，Q1 26量產。Trn3-2 Q3 25 tape out，Q2 26量產計畫。2. AWS Trn3 2026目前世芯有確定的量至少1mn，一顆$3000，營收貢獻2026年至少$3B3.…— 駿HaYaO (@QQ_Timmy) October 21, 2025 For those unfamiliar, Alchip is a fabless ASIC design service provider that specializes in creating customized solutions. This company partners with clients wanting to produce products like AI GPUs, collaborating throughout the design and verification phases while outsourcing actual fabrication to semiconductor giants like TSMC.

Intel Gaudi AI chip

Utilizing Alchip’s services could provide Intel a significant advantage in developing the Jaguar Shores lineup. Alchip’s extensive knowledge and experience in ASIC services position them as an ideal partner, allowing Intel to focus on critical aspects of GPU design while alleviating some of the manufacturing pressures. This collaboration could even enhance the likelihood of meeting production timelines. While these developments remain speculative, the increasing maturity of the AI landscape suggests it would be prudent for Intel to partner effectively in order to release a high-performance AI product. With preliminary timelines suggesting a launch in 2026, the potential for Jaguar Shores to make waves in the AI field is promising. Source & Images