Intel Just Rewired the Chip and the Rules of Artificial Intelligence

Intel introduced PowerVia, a design shift the company calls nothing less than a revolution. Photo: Intel
Intel introduced PowerVia, a design shift the company calls nothing less than a revolution. Photo: Intel
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Intel Just Rewired the Chip and the Rules of Artificial Intelligence

Intel introduced PowerVia, a design shift the company calls nothing less than a revolution. Photo: Intel
Intel introduced PowerVia, a design shift the company calls nothing less than a revolution. Photo: Intel

In the blistering heat of the Arizona desert, Intel staged a quiet revolution. At the Intel Technology Tour 2025 in Phoenix, the company didn’t just unveil new processors. It revealed a plan to rebuild the foundations of computing itself.

This wasn’t a spec-sheet update. It was the kind of pivot that comes along once in a generation, one that could rewrite how artificial intelligence is powered, trained, and trusted.

At this invite-only event, where Asharq Al-Awsat was the sole Arabic media presence from the Middle East, Intel showed off technologies that don’t merely shrink transistors but re-imagine how electricity and intelligence flow through silicon.

The Day Power Flipped
“For the first time in semiconductor history, we’re moving power delivery to the backside of the chip,” said James Johnson, Intel’s senior vice president and head of client computing, as he introduced PowerVia, a design shift the company calls nothing less than a revolution.

He wasn’t exaggerating. Instead of channelling energy through the maze of wires on top of a processor, PowerVia feeds it directly from behind, shorter paths, less resistance, fewer losses. The result: chips that run 30 percent more efficiently and 10 percent denser than before.

Paired with Intel’s new 2-nanometer RibbonFET transistors, the technology anchors Intel’s audacious roadmap: “Five nodes in four years.” By 2026, the company wants to reclaim the lead it ceded to TSMC and Samsung in advanced manufacturing.

“What we’re seeing,” said Stephen Robinson, one of Intel’s senior fellows, “is an unprecedented convergence between architectural innovation and manufacturing maturity.”

In other words, it’s not just about how small the chip gets, it’s about how smart it becomes.

Beyond the Shrink
For decades, the semiconductor race was about scale: who could pack more transistors into less space. But Robinson insists the game has changed.

“It’s no longer about shrinking the transistor,” he told Asharq Al-Awsat. “It’s about rethinking how every element works together to reach efficiencies no one’s seen before.”

Intel calls this philosophy System Technology Co-Optimization, or STCO. It’s engineering meets orchestration: physics, logic, and AI co-designed in a single loop. Think of it as turning the chip into a living ecosystem, not a static piece of silicon.

Robinson calls this moment a “once-in-a-lifetime opportunity” for the industry, a rare alignment of physics, data, and human ingenuity.

The AI Inside Everything
If the chip is the body, then AI is the brain now wired into it.

According to Thomas Petersen, Intel’s senior fellow for architecture and graphics, the company’s next move is about making every processor think collectively—a symphony of CPU, GPU, and NPU working as one organism.

“We’re designing processors to think together, not separately,” Petersen said.

“The days of each chip doing one job are over.”

The star of this new generation is Panther Lake, Intel’s 2026 platform for the AI PC. By weaving neural processing directly into the CPU, your laptop becomes a stand-alone AI engine, running tasks locally, instantly, and privately without the cloud on constant call.

“The goal isn’t just to get an answer from a smart model,” Petersen said. “It’s to get it instantly, privately, and with minimal energy. That’s the philosophy of the next intelligent computer.”

The shift marks a turning point from “assisted intelligence” to “active intelligence.” The PC won’t just help, it will collaborate. Users will work side-by-side with autonomous AI agents that analyze, plan, and respond in real time.

“We’re building chips that understand the meaning of data,” Petersen said, “not just calculate it.”

When AI Becomes a Colleague
At a session titled Gemini Enterprise AI, Intel described the next stage of enterprise computing: Agentic AI, systems that don’t just support humans but work alongside them.

“AI is no longer a tool,” said one speaker. “It’s a co-worker.”

Intel’s idea of Agentic Work Environments envisions teams of human employees and AI agents collaborating, making decisions, and even negotiating outcomes within secure, governed frameworks. The glue that holds it all together? Trust—not as a software patch, but as hardware architecture.

“Autonomous agents can behave unpredictably,” said an Intel security engineer. “That’s why trust must live in the silicon itself.”

To enforce that trust, Intel upgraded its Trusted Execution Environment (TEE) and hardware isolation systems, ensuring that AI models run inside encrypted, quarantined zones. In an era where synthetic content and model-to-model interaction are exploding, Intel sees this as the first line of defence in the new AI frontier.

Hyper-Connectivity: The Nervous System of AI
Fast intelligence is meaningless without fast connection.

At the “Wireless Innovations” session, Intel engineers previewed Wi-Fi 8, 5G Advanced, and early glimpses of 6G. It is a future where every connected device becomes a mini data center, processing information locally with near-zero latency.

“The edge,” said one network architect, “is the new frontier for AI. The next models won’t just live in the cloud; they’ll live in the world around us.”

That world includes the Middle East. From NEOM’s digital twins to autonomous transport grids across Saudi Arabia and the UAE, the region’s smart-city projects rely on the kind of ultra-low latency and reliability Intel is building into its chipsets and modems.

The New Metric: Sustainability
Even in a week obsessed with speed, sustainability was the quiet headline.
“Efficiency isn’t just performance per watt,” said Tim Wilson, Intel’s vice president of design engineering. “It’s responsibility per watt.”

Intel now recycles over 95 percent of its water, pursues zero-waste fabs, and designs chips that literally waste less power inside themselves. PowerVia doesn’t just make circuits cleaner, it makes computing greener.

“In the age of AI,” Wilson said, “sustainability isn’t optional. It’s a design constraint.”

That ethos mirrors the Middle East’s own goals: energy-efficient cities, renewable-powered data centers, and carbon-neutral digital growth under Saudi Vision 2030 and the UAE’s Net Zero agenda.

A New Connection with the Middle East
Though Phoenix was the stage, the conversation kept circling back to the Gulf.
Saudi Arabia is investing billions into AI, cloud infrastructure, and sovereign data centers laying the groundwork for a future semiconductor industry of its own. Intel, sensing the region’s momentum, has begun collaborating with Gulf universities and research labs on chip design and AI engineering.

A senior Intel official confirmed ongoing talks with sovereign wealth funds on potential partnerships for advanced packaging and local manufacturing projects.

The subtext: the Middle East isn’t a spectator in the AI race, it’s a stakeholder.

Making AI for Everyone
Perhaps the most radical idea at Phoenix wasn’t technical, it was social.

Intel wants to democratize AI. Through its Gaudi3 and Gaudi4 accelerators, the company is offering a low-cost alternative for training massive models up to 50 percent cheaper than rival platforms.

“AI shouldn’t be a luxury item,” an Intel executive said. “It should be like electricity, accessible, reliable, and sustainable.”

That principle could reshape emerging tech ecosystems, especially in places like Saudi Arabia, where national AI strategies hinge on local innovation. Affordable compute means universities and startups can train their own models, rather than rent power from global giants, a leap toward digital sovereignty.

The Hidden Infrastructure of Trust
As AI grows more autonomous, the question isn’t what it can do, it’s who decides what it should do.

Intel’s answer lies deep in the chip’s DNA.

“We used to protect data,” one Intel researcher told Asharq Al-Awsat. “Now we protect behavior. When models can make decisions, you need silicon that understands trust.”

The company is developing digital IDs for AI agents, encrypted model training, and physical data isolation layers, technologies increasingly vital for sectors like defence, energy, and finance.

In the Gulf, this vision echoes work by SDAIA, Saudi Arabia’s Data and AI Authority, which is crafting a national framework for AI governance and safety.

Both share the same core belief: trust isn’t a checkbox; it’s an engineering discipline.

A Legacy Reinvented
By the end of the Phoenix tour, one thing was clear: Intel isn’t just trying to win the AI race. It’s trying to redefine what leadership looks like in an era where machines think, learn, and act.

Intel sees itself as “the custodian of computing’s evolution” the thread connecting the first microprocessor to the age of autonomous intelligence.

“We stand at the intersection of physics, logic, and imagination,” Robinson said in his closing remarks. “That’s where the future of intelligence, human and artificial, truly lies.”

Petersen added a line that could have come straight from Wired’s own manifesto:

“The future of AI is too big to be locked behind closed walls. Our role is to empower everyone, from startups to governments to build on our technology.”



AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP
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AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP

British scientists said Thursday that a world-first AI tool to catalogue and track icebergs as they break apart into smaller chunks could fill a "major blind spot" in predicting climate change.

Icebergs release enormous volumes of freshwater when they melt on the open water, affecting global climate patterns and altering ocean currents and ecosystems, reported AFP.

But scientists have long struggled to keep track of these floating behemoths once they break into thousands of smaller chunks, their fate and impact on the climate largely lost to the seas.

To fill in the gap, the British Antarctic Survey has developed an AI system that automatically identifies and names individual icebergs at birth and tracks their sometimes decades-long journey to a watery grave.

Using satellite images, the tool captures the distinct shape of icebergs as they break off -- or calve -- from glaciers and ice sheets on land.

As they disintegrate over time, the machine performs a giant puzzle problem, linking the smaller "child" fragments back to the "parent" and creating detailed family trees never before possible at this scale.

It represents a huge improvement on existing methods, where scientists pore over satellite images to visually identify and track only the largest icebergs one by one.

The AI system, which was tested using satellite observations over Greenland, provides "vital new information" for scientists and improves predictions about the future climate, said the British Antarctic Survey.

Knowing where these giant slabs of freshwater were melting into the ocean was especially crucial with ice loss expected to increase in a warming world, it added.

"What's exciting is that this finally gives us the observations we've been missing," Ben Evans, a machine learning expert at the British Antarctic Survey, said in a statement.

"We've gone from tracking a few famous icebergs to building full family trees. For the first time, we can see where each fragment came from, where it goes and why that matters for the climate."

This use of AI could also be adapted to aid safe passage for navigators through treacherous polar regions littered by icebergs.

Iceberg calving is a natural process. But scientists say the rate at which they were being lost from Antarctica is increasing, probably because of human-induced climate change.

 


AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
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AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)

Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it ​can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.

The lackluster prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began in the last quarter after the Trump administration approved a license for orders that AMD received in early 2025.

And without those sales to China which generated $390 million, AMD's data-center segment would have missed estimates for the fourth quarter.

AMD said it expects revenue of about $9.8 billion this quarter, plus or minus $300 million. That's down from $10.27 billion in the fourth-quarter which was up 34% year-on-year and ahead of LSEG ‌estimates for $9.67 billion.

PALES ‌NEXT TO NVIDIA

Though AMD is seen as one of the ‌few ⁠contenders ​that can seriously ‌challenge Nvidia, investors noted the stark contrast between the two companies' performances. AMD expects an adjusted gross margin of 55% this quarter. Nvidia has said it expects adjusted gross margin in the mid-70% range during its fiscal 2027.

"The expectations for large blowout quarters for AI-related hardware companies have skewed what the market is looking for," said Bob O'Donnell, president of TECHnalysis Research.

The forecast for the current first quarter includes $100 million from sales to China, where the situation remains "dynamic," AMD CEO Lisa Su said on a conference call with investors.

The US government ⁠has placed restrictions on the exports of advanced chips to China, but AMD received licenses to sell modified versions of its MI300 series ‌of AI chips there. Its MI308 chip competes with Nvidia's H20 ‍chip in China.

OPENAI SALES

AMD has accelerated its ‍product launches and is moving into selling full AI systems to better compete against Nvidia, which now ‍provides "rack-scale" systems that combine GPUs, CPUs and networking gear.

Last year, it entered into a multi-year deal to supply AI chips to ChatGPT-owner OpenAI, which would bring in tens of billions of dollars in annual revenue and give the startup the option to buy up to roughly 10% of the chipmaker.

Su reiterated on Tuesday that the company ​expects sales of a new flagship AI server to OpenAI and others to rise rapidly in the second half of this year, saying a global memory-chip crunch will not ⁠slow its plans.

"I do not believe that we will be supply-limited in terms of the ramp that we put in place," Su said.

BEYOND OPENAI

As Big Tech and governments across the globe double down on investing in AI hardware, shares in Santa Clara, California-based AMD have doubled since the start of 2025, outperforming a 60% bump in the broader chip index.

But analysts remain concerned that AMD's success remains tied to a handful of customers that rivals such as Nvidia could try to poach. Reuters reported this week that Nvidia made a $20 billion move to hire most of chip startup Groq's founders after OpenAI held chip supply discussions with the startup.

"Growth appears concentrated in large deployments and specific regions, and China shipments are significant enough to influence a quarter," said eMarketer analyst Gadjo Sevilla.

Revenue in AMD's key data-center segment grew 39% to $5.38 billion in the ‌fourth quarter. But excluding sales of the MI308, which is a data-center chip, that revenue would have been $4.99 billion, below estimates of $5.07 billion.


Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
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Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)

The runaway success of the Switch 2 console drove up Nintendo's net profit by more than 50 percent in the nine months to December, the Japanese video game giant said Tuesday.

But a global memory chip shortage, created by frenzied demand for artificial intelligence hardware, could push up manufacturing costs.

The Switch 2 became the world's fastest-selling games console after launching to a fan frenzy last summer.

It is the successor to the original Switch, which soared in popularity during the pandemic when games such as "Animal Crossing" struck a chord during long lockdowns.

Both are hybrid devices that can be connected to a TV or used on-the-go.

In April-December, net profit jumped 51.3 percent year-on-year to 358.9 billion yen ($2.3 billion), and revenue nearly doubled on-year to 1.9 trillion yen, Nintendo said.

But the firm kept its annual unit sales target for the Switch 2 steady at 19 million, and also held its full-year net profit forecast of 350 billion yen.

"Nintendo Switch 2 got off to a good start following its launch on June 5 and unit sales continued to grow through the holiday season," the company said.

Nearly 17.4 million Switch 2 devices were sold in the nine-month period, it added.

"Maintaining momentum is certainly a big focus for Nintendo," Krysta Yang of the Nintendo-focused Kit and Krysta Podcast told AFP.

A lack of heavy-hitting first-party new games for the Switch 2 in coming months risks hindering growth, although third-party titles such as "Resident Evil Requiem" should help fill the gap, she said.

Nintendo said Tuesday it planned to release "Mario Tennis Fever" this month and "Pokemon Pokopia" in March.

While the firm is diversifying into hit movies and theme parks, consoles remain the core of its business.

The Switch 1 has now sold 155.37 million units -- overtaking the Nintendo DS console to be its best-selling hardware of all time.

But soaring prices for memory chips, used in gaming consoles as well as phones, laptops and other electronics, will likely be a headwind for the company.

Their prices have been pushed up as chipmakers focus on producing the advanced memory chips in huge demand to power AI data centers.

"Nintendo and other console manufacturers are publicly keeping quiet about the impact of the shortage," gaming industry consultant Serkan Toto told AFP.

But "users can forget the past when consoles always became cheaper in tandem with component costs falling over time", with price hikes potentially on the way in 2026, he said.

Yang said she thought a price increase for the Switch 2 "is not out of the question" but added that Nintendo "would likely exhaust all other options" before doing so.