Intel Plans Falcon Shores 2 GPU Supercomputing Chip for 2026

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Gelsinger did not share further details about Falcon Shores 2, but the company may reveal more information about it at next month’s Intel Innovation developer show. Intel changed its plans for the original Falcon Shore as the market response for XPUs was cold, and there was healthy demand for discrete GPUs. The Falcon Shores chips will use chiplets, so Intel will be able to mix and match GPUs, AI accelerators, and third-party CPUs. Tesla’s Elon Musk talked about a shortage of Nvidia GPUs during the company’s most recent earnings call. Intel’s first quarter earnings, which was reported in April, had a surprise – it recorded supplementary revenue from data center GPUs, said Dean McCarron, principal analyst at Mercury Research.

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