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.”



Nvidia, Bitcoin and Other Superstars on Wall Street Keep Falling

FILE PHOTO: Representation of Bitcoin cryptocurrency is seen in this illustration taken September 10, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Representation of Bitcoin cryptocurrency is seen in this illustration taken September 10, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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Nvidia, Bitcoin and Other Superstars on Wall Street Keep Falling

FILE PHOTO: Representation of Bitcoin cryptocurrency is seen in this illustration taken September 10, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Representation of Bitcoin cryptocurrency is seen in this illustration taken September 10, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

Nvidia, bitcoin and others among Wall Street’s highest flyers are falling more toward Earth on Friday, and the US stock market is heading for a second straight sharp loss.

The S&P 500 sank 1.2%, coming off one of its worst days since its springtime sell-off and a global wipeout for stocks. Critics had been warning that such drops could be possible because of how high stock prices had shot since April, leaving them looking too expensive. They pointed in particular to stocks swept up in the mania around artificial-intelligence technology.

But even with its recent drops, and the S&P 500 on track for a second straight weekly loss, the index that dictates the movements for many 401(k) accounts is still within 3.3% of its record set late last month, Reuters reported.

The Dow Jones Industrial Average dropped 582 points, or 1.2%, and was pulling further from its own all-time high set on Wednesday, while the Nasdaq composite was down 1.5%, as of 9:35 a.m. Eastern time.

AI stocks once again were at the center of the action. Nvidia, which has become the poster child of the AI frenzy, fell 2.2%.

To be sure, it’s still up 36.1% for the year so far. That would count as a stellar year for most any stock, but Nvidia’s price has more than doubled in four of the last five years.

Bitcoin, meanwhile, fell below $96,000 and is back to where it was in May. It had been near $125,000 only in October.

That helped drag down stocks of companies throughout the crypto industry. Strategy, the company that’s built a hoard of bitcoin and used to be known as MicroStrategy, fell 4%. Coinbase Global sank 3.1%, and Robinhood Markets dropped 3.6%.

Outside of tech and crypto, Walmart sank 2.4% after saying its CEO, Doug McMillon, will retire in January in a surprise move. He had helped the nation’s largest retailer embrace technology more.

One way companies can tamp down criticism about too-high stock prices is to deliver solid growth in profits. That’s raising the stakes for Nvidia’s upcoming profit report coming on Wednesday, when it will say how much it earned during the summer.

If it falls short of analysts’ lofty expectations, even more drops could be on the way. That would have a huge effect on the market because Nvidia has grown to become Wall Street’s largest stock by value, briefly topping $5 trillion.

That means Nvidia’s stock movements have a bigger effect on the S&P 500 than any other’s, and it can almost single-handedly steer the index up or down on any given day.

Another way for stock prices broadly to look less expensive is if interest rates fall. That’s because when bonds are paying less in interest, investors are often willing to stomach higher prices for stocks and other kinds of investments.

Treasury yields had been falling for most of this year on expectations that the Federal Reserve would cut its main interest rate several times this year. And the Fed has indeed cut twice already in hopes of shoring up the slowing job market.

But questions are rising now about whether a third cut, which traders had earlier seen as very likely, will actually happen at the Fed’s next meeting in December. The downside of lower interest rates is that they can make inflation worse, and it’s already still above the Fed’s 2% target.

Fed officials have pointed to the US government’s shutdown, which just ended. It delayed the release of many updates on the job market and other signals about the economy. With less information and less certainty about how the economy is doing, some Fed officials have said it may be better to just wait in December to get more clarity.

In the bond market, the yield on the 10-year Treasury ticked down to 4.09% from 4.11% late Thursday.

In stock markets abroad, indexes tumbled across Europe and Asia. South Korea’s Kospi fell 3.8%, and Germany’s DAX lost 1.8% for two of the larger drops.


UNESCO Delegation Visits ICAIRE in Riyadh to Review Global AI Ethics Efforts

The UNESCO delegation also learned about the center's scientific efforts to enhance knowledge exchange with specialized global centers - SPA
The UNESCO delegation also learned about the center's scientific efforts to enhance knowledge exchange with specialized global centers - SPA
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UNESCO Delegation Visits ICAIRE in Riyadh to Review Global AI Ethics Efforts

The UNESCO delegation also learned about the center's scientific efforts to enhance knowledge exchange with specialized global centers - SPA
The UNESCO delegation also learned about the center's scientific efforts to enhance knowledge exchange with specialized global centers - SPA

A UNESCO delegation visited the International Center for AI Research and Ethics (ICAIRE) in Riyadh to review the center's international research and knowledge initiatives focusing on AI ethics, underscoring ICAIRE's role as a global platform leading these ethical efforts under UNESCO's auspices.

Key projects and programs reviewed during the visit included international initiatives supporting the responsible use of AI, research related to safe AI applications, and a capacity-building program aimed at empowering local and global expertise, SPA reported.

The UNESCO delegation also learned about the center's scientific efforts to enhance knowledge exchange with specialized global centers, highlighting ICAIRE's commitment to advancing global ethical standards in AI.


Amazon, Microsoft Back Effort to Curb Nvidia's Exports to China

FILE PHOTO: Nvidia logo is seen on graphic card package in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Nvidia logo is seen on graphic card package in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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Amazon, Microsoft Back Effort to Curb Nvidia's Exports to China

FILE PHOTO: Nvidia logo is seen on graphic card package in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Nvidia logo is seen on graphic card package in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

Amazon is joining Microsoft in backing legislation to further restrict chipmaker Nvidia's ability to export chips to China, the Wall Street Journal reported on Thursday, citing people familiar with the matter.

The legislation, known as the GAIN AI Act, is also backed by AI startup Anthropic, the report said.

Short for Guaranteeing Access and Innovation for National Artificial Intelligence (GAIN), the Act was introduced as part of the National Defense Authorization Act and stipulates that AI chipmakers prioritize domestic orders for advanced processors before supplying them to foreign customers.

Microsoft publicly came out in favor of the legislation, while officials at Amazon's cloud unit have privately told Senate staffers that they also support it, the report said.

Meta Platforms and Alphabet's Google have not taken a position on the Act, and neither has US President Donald Trump, the report added.

White House officials, including AI czar David Sacks, told GAIN Act sponsor Senator Jim Banks that the policy's impact is limited as the Commerce Department already regulates chip exports, the report said.

Reuters could not immediately verify the report. Amazon declined to comment, while Microsoft, Anthropic and the White House did not immediately respond to Reuters' requests for comment.

Nvidia, the world's dominant chipmaker, has previously said the GAIN AI Act stands to restrict global competition for advanced chips, limiting computing power available to other countries.

The touted legislation reflects Washington's attempt to prioritize American needs amid fears that China would leverage access to high-end AI capabilities to supercharge its military.