What Intel makes for data centers
public · HQ Santa Clara, United States · intel.com
Intel makes the Xeon server CPUs used alongside GPUs in most AI servers, and is developing its own AI accelerators (Gaudi 3, Crescent Island). Its foundry business fabricates advanced-node chips and advanced packaging (EMIB, Foveros) as an alternative to TSMC, and it makes interposers, is developing glass-core substrates, and supplies silicon photonics components and network interface chips (IPU) for data center networking.
Listing
US exchanges (NYSE/Nasdaq): INTC· 86.96 USD +2.60% · mkt cap 459.7B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
9 parts across 2 layers · 2 constrained
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Merchant GPUs / accelerators | manufacturer | inferred | AMD, Nvidia | Gaudi 3 |
| Server CPUs | manufacturer | inferred | AMD, Arm, Nvidia, Ampere | Xeon |
| NICs / SuperNICs | manufacturer | inferred | AMD, Broadcom, Marvell, Nvidia | |
| DPUs | manufacturer | inferred | Microsoft, AMD, Marvell, Nvidia | IPU |
| Leading-edge foundryconstrained | manufacturer | inferred | TSMC, Samsung Electronics | Foundry |
| 2.5D/3D advanced packagingconstrained | manufacturer | inferred | TSMC, Samsung Electronics | Foundry |
| Glass-core substrates | manufacturer | inferred | AGC, Corning, Samsung Electro-Mechanics, Unimicron, Absolics | |
| Interposers, silicon bridges, RDL | manufacturer | inferred | TSMC, Samsung Electronics, UMC | EMIB |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Silicon photonics & co-packaged optics | manufacturer | inferred | TSMC, Broadcom, GlobalFoundries, Marvell, Nvidia, Tower Semiconductor |
Where Intel sits in the stack
Intel's placements in this catalog cover 9 parts, from layer 1 (compute silicon & packaging) to layer 3 (networking & interconnect). 2 of them are tagged constrained, meaning a sourced shortage rather than a long lead time. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Leading-edge foundryconstrained — The advanced-node semiconductor fabs that manufacture the compute dies for essentially every AI accelerator on the market.
- 2.5D/3D advanced packagingconstrained — The 2.5D/3D processes that combine a compute die, HBM memory stacks, and a substrate into one finished package — the step that turns silicon into a shippable AI accelerator.
- Merchant GPUs / accelerators — GPUs and other accelerator chips designed by merchant vendors and sold to any buyer, rather than designed in-house by a single hyperscaler.
- Server CPUs — The host CPU in an AI server — from AMD, Intel, or Arm-based designs including Nvidia's own and hyperscaler in-house parts — that orchestrates the GPUs and handles work the accelerators don't do.
- NICs / SuperNICs — Network interface cards, including Nvidia's higher-bandwidth "SuperNIC" variants, that connect a server's CPU and GPUs to the cluster network.
- and 4 more in the table above.
Closest peers in this catalog
Seen in real machines
Intel is named in 5 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Aurora · supercomputer
- HPE Cray EX liquid-cooled cabinet (166 cabinets; 8 compute chassis and 8 switch chassis each, no fans) (named with HPE as builder of Aurora)
- Exascale Compute Blade (2x Xeon CPU Max + 6x GPU Max + 8 NICs; about 4 kW sustained, 145 TF/s FP64 in single-node HPL) (TOP500 names the node an "Intel Exascale Compute Blade")
- Intel Data Center GPU Max 1550 "Ponte Vecchio" (47 tiles, 2 stacks, 128 GB HBM2e; compute tiles on TSMC N5, base and cache tiles on Intel 7, Foveros + Co-EMIB packaging) (designer (Intel's own launch release); the Intel 7 base and cache tiles and Foveros / Co-EMIB packaging are per IEEE Spectrum)
- and 3 more on the Aurora page
- Leonardo · supercomputer
- Host CPUs (Booster: one 32-core Xeon Platinum 8358 per node; Data Centric: two 56-core Xeon Platinum 8480+ per node) (Ice Lake and Sapphire Rapids Xeon Scalable processors)
- Frontend and service nodes (32 BullSequana X430-E6 and X450-E6 frontend servers on Xeon Platinum 8358 with 16 Nvidia Quadro RTX 8000 visualisation GPU pairs; 11 management nodes on AMD EPYC 7H12) (Xeon Platinum 8358 in the frontend nodes)
- Eagle (Microsoft Azure) · supercomputer
- Host CPU (Intel Xeon Platinum 8480C, 4th Gen Xeon Scalable / Sapphire Rapids; 96 physical cores per VM) (host processors for every ND H100 v5 node)
- Eos · supercomputer
- Host CPUs (two 56-core Xeon Platinum 8480C per DGX H100, 1,152 in total) (4th-generation Xeon Scalable (Sapphire Rapids) host processors)
- MareNostrum 5 · supercomputer
- Host CPUs (Intel Sapphire Rapids: Xeon Platinum 8460Y+ in the accelerated partition, 8480+ in the general-purpose partition, Xeon Max 9480 in the 72 HBM nodes) (all host and general-purpose processors)
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 43% | revenue | 2025-12-27 | 10-K |
Latest feed
- Gigabyte Z890M Aorus Elite WiFi7 Motherboard Review: Icy-white SFF board offers full-size features for Intel — Tom's Hardware, 2026-10-23
- FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions — DigiTimes, 2026-10-23The FCC granted Intel a waiver regarding foreign-made mobile robots to ensure continuity in chip production.
- Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play — DigiTimes, 2026-10-23Nvidia secured a CPU supply order from Modal, challenging established CPU manufacturers like Intel and AMD by expanding its hardware offerings beyond accelerators.
- Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges — DigiTimes, 2026-10-22Intel is moving forward with equipment installation at its Arizona Fab 62 and advancing construction on its Ohio site amid rising demand for AI data center CPUs.
- Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab — Tom's Hardware, 2026-10-21Intel is advancing its semiconductor manufacturing expansion by installing production tools at its Fab 62 in Arizona and continuing work on its Ohio chip fab.
- Intel Moves Forward at Ohio One With First Major Structural Truss Installation Arizona Fab 62 Tooling — ServeTheHome, 2026-10-21Intel is progressing with structural truss installation at its Ohio One facility, and also in relation to its Arizona Fab 62 tooling.
- AMD and Intel will work together to create a single PyTorch code path for AI inference on CPUs — Tom's Hardware, 2026-10-21AMD and Intel are collaborating to provide unified CPU inference optimizations for PyTorch via the oneDNN library.
- Intel asks FCC for waiver to buy foreign robots — Tom's Hardware, 2026-10-20Intel requested an FCC waiver because a ban on foreign robots may prevent the company from servicing its fleet of automated guided vehicles.
- Intel requests FCC waiver from US foreign robot ban, citing impact on US chipmaking — DigiTimes, 2026-10-20Intel requested an FCC waiver for the US foreign robot ban, arguing that the restriction could impede semiconductor manufacturing by preventing necessary equipment updates.
- Intel says it is the only high-volume fab for 12-inch InP silicon photonics as co-packaged optics nears deployment — DigiTimes, 2026-10-20Intel claimed at OCP that its foundry is uniquely positioned to supply 12-inch InP silicon photonics at scale for near-term co-packaged optics deployment.
Questions about Intel
- What does Intel make for AI data centers?
- This catalog places Intel on 9 parts: Merchant GPUs / accelerators (manufacturer), Server CPUs (manufacturer), NICs / SuperNICs (manufacturer), DPUs (manufacturer), Leading-edge foundry (manufacturer), 2.5D/3D advanced packaging (manufacturer), Glass-core substrates (manufacturer) and Interposers, silicon bridges, RDL (manufacturer), and 1 more.
- Is Intel publicly traded?
- Yes — Intel is listed on US exchanges (NYSE/Nasdaq) under INTC. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Intel based?
- Santa Clara, United States, per the company record in this catalog.
- Who else makes merchant GPUs / accelerators for AI data centers?
- AMD and Nvidia are also placed on Merchant GPUs / accelerators in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Intel the mix is 9 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.intel.com · en.wikipedia.org.· Markdown · JSON