Intel's Vision 2025 conference ended yesterday—since then, media outlets have spent time poring over a multitude of announcements made during the two-day Las Vegas, Nevada event. Notably, Team Blue leadership confirmed that their Core Ultra 300 "Panther Lake" processor series is built to scale (on) 18A, and is on track for production later this year." Prominently-displayed presentation material indicated a roadmapped 2026 launch of "Panther Lake" client chips. The success of this next-gen mobile processor family is intertwined with Intel's Foundry service making marked progress. As summarized by the company's social media account, production teams are celebrating another milestone: "Intel 18A has entered risk production. This final stage is about stress-testing volume manufacturing before scaling up to high volume in the second half of 2025."

Under Pat Gelsinger's command, Team Blue set off on a "five nodes in four years" (5N4Y) adventure around mid-2021. This plan is set to conclude with the finalization of 18A, at some point this year, under a newly refreshed regime—with Lip-Bu Tan recently established as CEO. During an on-stage Intel Vision 2025 session, Kevin O'Buckley—Senior VP of Foundry Services—explained the meaning of: "risk production, while it sounds scary, is actually an industry standard terminology, and the importance of risk production is we've gotten the technology to a point where we're freezing it...Our customers have validated that; 'Yep, 18A is good enough for my product.' And we have to now do the 'risk' part, which is to scale it from making hundreds of units per day to thousands, tens of thousands, and then hundreds of thousands. So risk production..is scaling our manufacturing up and ensuring that we can meet not just the capabilities of the technology, but the capabilities at scale." By original "5N4Y" decree, top brass demanded that process nodes be (fully) available for production, rather than be stuck in a (not quite there) final high volume manufacturing (HVM) phase.

Intel's freshly concluded Vision 2025 "Products Update and GTM" showcase included a segment dedicated to forthcoming Core Ultra 300 "Panther Lake" client processors. Industry watchdogs have grabbed a select few screenshots from Team Blue's broadcast from Las Vegas, Nevada—one backdropped slide confirms that Intel's next-generation mobile CPU series will launch in 2026. This information mirrors the company's Chinese office presenting of an AI PC roadmap—coverage of last month's event highlighted a scheduled first quarter 2026 "volume" arrival of "Core Ultra Next-gen Panther Lake (18A)."

Going back to early March, Intel leadership refuted online rumors of "Panther Lake" mobile CPUs being delayed into 2026, due to alleged problems encountered during the development of the Foundry service's 18A process node. An interviewed executive repeatedly insisted that his firm's brand-new series was on track for release within the second half of 2025. Fast-forward to the end of last week; Lip-Bu Tan expressed a similar outlook in a letter addressed to investors. The newly-established boss stated: "we will further enhance our (leadership) position in the second half of this year with the launch of Panther Lake, our lead product on Intel 18A, followed by Nova Lake in 2026." Industry insiders propose that the Core Ultra 300 series will become available in a very limited capacity come October, via an Early Enablement Program (EEP). Returning to this week—Jim Johnson, senior vice president of the firm's Client Computing Group, informed a watchful audience about the merits of his group's design: "I'm personally excited about Panther Lake because it combines the power efficiency of Lunar Lake, the performance of Arrow Lake, and is built to scale 18A and is on track for production later this year...Our client roadmap is the most innovative we've ever had, and we are far from done."

Elon Musk has formed a new AI-focused company, as reported by the Wall Street Journal yesterday. The entity registered under the name X.AI was incorporated via a filing in Nevada last month, and Musk appears to be listed as the company's only director with Jared Birchall joining him under the role of secretary. Birchall heads the Musk family office, Excession LLC, and he serves as CEO of Neuralink - a neurotechnology company that was co-founded by Musk back in 2016. It is widely speculated that Birchall serves as a type of fixer - go watch the TV series "Ray Donovan" if you would like to observe a crude (and obviously fictional) example - in corporate affairs.

Reports emerged earlier this week, with Musk being at the forefront of a massive purchase of GPUs destined to arrive shortly at his data centers - this impressive chunk of hardware is speculated to power AI-related number crunching at Twitter in the near future. The founding of X.AI could provide another home for a portion of the 10,000 GPU order, but industry insiders firmly believe that Twitter will need to tool up quickly for its new AI-driven endeavor - the GPUs will likely be set to work on a ChatBot system to underpin the social media platform. Musk has already recruited researchers from DeepMind and setup a lab for them at one of his operations. It remains to be seen how the X.AI startup will run alongside efforts at other Musk-owned companies - it is theorized that he wants to beat OpenAI at their own game, and compete with similar undertakings at Google, Microsoft and Amazon.