Intel Announces Inference-Optimized Xe3P Graphics Card with 160GB VRAM (opens in new tab)

> If they could release this for around the price of a 5090

This is not targeted at consumers. It’s competing with nVidia’s high RAM workstation cards. Think $10K price range, not $1-2K.

The 160GB of LPDDR5X chips alone is expensive enough that they couldn’t release this at the $2K price point unless they felt like giving it away (which they don’t)

Intel made a dent in the consumer gaming market with Battlemage.

They made a dent in the HPC market / Top500 with intel MAX.

It will be interesting to see if they can make a dent in the AI inference market (presumably datacenter/enterprise).

Maybe not that low, but given it's using LPDDR5 instead of GDDR7, at least the ram should be a lot cheaper.

With this much ram don’t expect anything remotely affordable by civilians.

This sounds like a gaming card with extra RAM so it's kind of appropriate to call it a graphics card.

FPUs?

> what those are are really CUDA cards

That don't run CUDA?

Dude, this is asinine. Graphics cards have been doing matrix and vector operations since they were invented. No one had a problem with calling matrix multiplers graphics cards until it became cool to hate AI.

Graphics cards haven't ever done graphics. Graphics is a screen thing. Nobody looks at their graphics card to see little pictures. So they are still misnamed, but they've always been misnamed. They do BLAS.

In this case there is no risk of anyone stealing Intel's ideas or even reacting to them.

First, they're not even an also-ran in the AI compute space. Nobody is looking to them for roadmap ideas. Intel does not have any credibility, and no customer is going to be going to Nvidia and demanding that they match Intel.

Second, what exactly would the competitors react to? The only concrete technical detail is that the cards will hopefully launch in 2027 and have 160GB of memory.

The cost of doing this is really low, and the value of potentially getting into the pipeline of people looking to buy data center GPUs in 2027 soon enough to matter is high.

If customers know your product exists before they can buy it then they may wait for it. If they buy the competitor's product today because they don't know your product will exist until the day they can buy it then you lose the sale.

Samples of new products also have to go out to third party developers and reviewers ahead of time so that third party support is ready for launch day and that stuff is going to leak to competitors anyway so there's little point in not making it public.

If you're Intel sized, it's gonna leak. If you announce it first, you get to control the message.

The other thing is enterprise sales is ridiculously slow. If Intel wants corporate customers to buy these things, they've got to announce them ~a year ahead, in order for those customers to buy them next year when they upgrade hardware.

It can also prevent competitors from entering a particular space. I was told as an undergraduate that UNIX was irrelevant because the upcoming Windows NT would be POSIX compliant. It took a _very_ long time before that happened (and for a very flexible version of "compliant"), but the pointy-headed bosses thought that buying Microsoft was the future. And at first glance the upcoming NT _looked_ as if the TCO would be much lower than AIX, HPuX or Solaris.

Then of course Linux took over everywhere except the desktop.

I don't think you're giving much advantage to anybody really on such a small timeframe.

Semiconductors are like container ships, they are extremely slow and hard to steer, you plan today the products you'll release in 2030.

It's more than a year. They're sampling this to customers in the second half of 2026. It's a 2027 launch at best.

Intel has practically nothing to show for an AI capex boom for the ages. I suspect that Intel is talking about it early for a shred of AI relevance.

This is a shareholder “me too” product

Adding on to everyone else. It might help with sales for those with long procurement cycles.

If you're planning a supercomputer to be built in 2027, you want to look at what's on the roadmap.

To keep investors happy and stock from failing? Fairy tales work as well, see Tesla robots.

> What's the advantage here?

Stock number go up

The AI bubble might not last another year. Better get a few more pumps in before it blows.

the GPU market is not what it used to be, it's not some checkbox some executive needs to check to say "we are doing something".

the chips are so valuable now NVIDIA will end up owning a chunk of every major tech company, everyone is throwing cash and shares at them as fast as they can.

At least larrabee's cancellation resulted in the Offset engine going to the Firefall (2014) devs, which was a really great F2P MMO game for a while.

You’re saying it’s like the Google of graphics cards?

Yeah, Intel's problem is that this is (at least) the third time they've announced a new ML accelerator platform, and the first two got shitcanned. At this point I wouldn't even glance at an Intel product in this space until it had been on the market for at least five years and several iterations, to be somewhat sure it isn't going to be killed, and Intel's current leadership inspires no confidence that they'll wait that long for success.

Xe works much much better than Larabee or Xeon Phi ever did. Xe3 might even be good.

I’m personally just thinking about how they treated their embedded Keem Bay line. Totally shitcanned without warning. I doubt they consider this a core market to the degree that they will endure bad sales numbers for a while.

Or it will be cheap, with the ability to expand 8X on a server. Particularly with PCIe 6.0 coming soon, might be a very attractive package.

https://www.linkedin.com/posts/storagereview_storagereview-a...

> Examples like self hosted LLM finetuning and RAG on an old dell or HP server with these type of cards on them.

This won’t be in the price range of an old Dell server or a fun impulse buy for a hobbyist. 160GB of raw LPDDR5X chips alone is not cheap.

This is a server/workstation grade card and the price is going where the market will allow. Consider that an nVidia card with almost half the RAM is going to cost $8K or more. That price point is probably the starting point for where this will be priced, too.

Gelsinger had a long term realistic plan. He was out around 11 months ago. You can't magic a new GPU in that timeframe - those projects have 3+ years pipelines for CPUs. I assume GPU will be a bit shorter, but not that much.

Whatever happened with new products today must've been started before he left.

Intel puts a huge priority on DL framework support before releasing related hardware, going back to at least 2017.

I assume that hasn't changed.

OpenVino is entirely open-source and can run PyTorch and ONNX models, so this is definitely not a topic of concern. PyTorch also has native Intel GPU support https://docs.pytorch.org/docs/stable/notes/get_start_xpu.htm...

There is PyTorch support on oneAPI.

How does LPDDR5 (This Xe3P) compare with GDDR7 (Nvidia's flagships) when it comes to inference performance?

Local inference is an interesting proposition because today in real life, the NV H300 and AMD MI-300 clusters are operated by OpenAI and Anthropic in batching mode, which slows users down as they're forced to wait for enough similar sized queries to arrive. For local inference, no waiting is required - so you could get potentially higher throughput.

Isn't that precisely what DGX Spark is designed for?

How is this better?

Isn't this exactly that?

It’s LPDDR5x

It’s gonna be slowwww

It’s gonna be what, 273GB/sec vram bandwidth at most? Might as well as buy an AND 395+ 128GB right now for the same inference performance and slightly less VRAM.