$Intel(INTC.US)$NVIDIA(NVDA.US)$AMD(AMD.US)Intel recently unveiled its next-generation data center GPU, Crescent Island, designed for inference workloads and set to launch in late 2026. Featuring the Xe3P Celestial architecture and up to 160GB LPDDR5X memory, it focuses on efficiency and performance. Intel is also strengthening its software stack and partnerships to boost competitiveness. Meanwhile, Nvidia and AMD are developing next-gen products with HBM4, such as Rubin and MI400. What will the future competitive landscape look like, and who will be the ultimate winner?
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