Intel's NEO compute driver now runs on Apple Silicon Linux. An Arc Pro B60 over USB4 on an M1 Max shows up in OpenCL 3.0 and Level Zero. Required patching Intel’s driver, PR: @Intel @IntelGraphics @IntelAI

Intel's server CPU volume up 10% y/y while ASP up 54% in 3Q26. Units are still far below the previous peak but stabilizing. From 2H25 Intel started the effort of triaging internal supply for DC and the effort began to pay off from early this year (ASPs up strong double-digits y/y for 3 consecutive quarters). Intel even going to the lengths of reducing 18A capacity in Oregon to deploy Intel 3, which is the work horse node for server CPUs.

Intel shares plummeted 29% on Friday, their worst day since the 1970s, after the chipmaker issued weaker-than-expected guidance due to a plant shutdown in Israel and ongoing softness in the PC market. It’s a major setback for CEO Lip-Bu Tan, who was hired in March 2025, and has since been on a campaign to revive the company after it missed out on the early years of the artificial intelligence boom. Read more: