Intel has announced a multiyear collaboration with Google that will see the hyperscaler commit to using multiple generations of Intel CPUs in its data centers. The partners will all co-develop custom ASIC (application-specific integrated circuit)-based IPUs (infrastructure processing units) for “scaling… heterogeneous AI systems.”

Doesn't really matter if it is listening to customers when the chips are this good

There will be no 'special edition' of the flagship with the refresh of Arrow Lake, which isn't surprising based on what we're hearing about CPU supply.

Google Cloud already uses Xeon 6, Intel’s newest series of central processing units, to run some of its general-purpose C4 instances. The virtual machines can achieve a maximum clock speed of 3.9 gigahertz when all the cores of the underlying CPU are active. That frequency can rise to 4.2 gigahertz when only the fastest cores are online.

Intel has mostly fixed its past mistakes with Arrow Lake.

Maybe AI isn't so useless after all.

Intel confirmed it has signed on to Musk’s Terafab initiative, a Tesla/SpaceX/xAI effort to build vertically integrated chip factories, and said it will help refactor silicon fab technology. As reported by Bloomberg, CEO Lip-Bu Tan described the collaboration as a step change in how advanced chips and packaging are produced.

Intel stands to benefit from a CPU boom and a growing array of partnerships, but an analyst notes it’s “not out of the woods yet.”