Intels Nova Lake Processors Set to Close the Gap with AMD, Revitalize SMT in Server CPUs, and Prioritize Xe GPU Architecture

Intel has confirmed that the Nova Lake processors are set to launch in late 2026, utilizing the 18A manufacturing process and offering up to 52 cores alongside upgraded Xe graphics. This development aims to narrow the gap with AMD in the high-performance desktop processor market. Meanwhile, the Coral Rapids architecture is planned for release between 2028 and 2029, which will reintroduce simultaneous multithreading (SMT) for server-grade P-cores, enhancing performance in multi-threaded applications. Overall, the company is reiterating its commitment to advancing the x86 CPU architecture and Xe-GPU technology, with the goal of maintaining approximately 55% of the server market share.

CEO Lip-Bu Tan mentioned that the Panther Lake mobile series will debut in late 2025, with new SKUs expected in the first half of 2026. Due to the high costs associated with silicon wafers, profit margins will be constrained until production volumes increase and chip yield rates improve. The 18A node will serve as the foundation for three generations of both client and server products, including future Diamond Rapids with Panther Cove P-cores and Clearwater Forest featuring Darkmont E-cores.

Coral Rapids will succeed Diamond Rapids in 2028-2029, marking Intel’s first server architecture since Lion Cove to reinstate SMT for P-cores. This decision is a response to a decline in multi-threaded performance, which has allowed AMD to capture around 45% of the server processor market. By reintroducing synchronous multithreading, Intel aims to bridge the performance gap and strengthen its position in data centers.

On the graphics front, Intel intends to consolidate the Xe architecture across both integrated and discrete solutions, while optimizing investments in the Arc lineup for artificial intelligence applications. The company acknowledges that it previously underestimated the significance of a cohesive «silicon-software» ecosystem necessary for AI workloads and is already implementing structural changes in its software strategy. Tan promised further staff updates in the data center division and emphasized the importance of a clear and simplified roadmap to rebuild customer trust.