During Barclays 22nd Annual Global Technology Conference, Intel was a guest and two of the interim company co-CEOs Michelle Johnston Holthaus and David Zinsner gave a little update on the state of affairs at Intel. One of the most interesting aspects of the talk was Intel's upcoming "Panther Lake" processor—a direct successor to Intel Core Ultra 200S "Arrow Lake-H" mobile processors. The company confirmed that Panther Lake would utilize an Intel 18A node and that a few select customers have powered on Panther Lake on the E0 engineering sample chip. "Now we are using Intel Foundry for Panther Lake, which is our 2025 product, which will land on 18A. And this is the first time that we're customer zero in a long time on an Intel process," said interim co-CEO Michelle Johnston Holthaus, adding, "But just to give some assurances, on Panther Lake, we have our ES0 samples out with customers. We have eight customers that have powered on, which gives you just kind of an idea that the health of the silicon is good and the health of the Foundry is good."

While we don't know what ES0 means for Intel internally, we can assume that it is one of the first engineering samples on the 18A. The "ES" moniker usually refers to engineering samples, and zero after it could be the first design iteration. For reference, Intel's "Panther Lake-H" will reportedly have up to 18 cores: 6 P-cores, 8 E-cores, and 4 LP cores. The design brings back low-power island E-cores in the SoC tile. The P-cores use "Cougar Cove," which should have a higher IPC than "Lion Cove," while keeping the existing "Skymont" E-cores. The SoC tile may move from Arrow Lake's 6 nm to a newer process to fit the LP cores and an updated NPU. The iGPU is said to use the Xe3 "Celestial" architecture. With Arrow Lake-H launching in early 2025, Panther Lake-H likely won't arrive until 2026.

We have already confirmed that Intel is continuing the development of Arc gaming GPUs beyond the current Xe2 "Battlemage" series, with the new Xe3 "Celestial" architecture in the works. However, thanks to PCWorld's The Full Nerd podcast, Tom Petersen of Intel confirmed that the Xe3 IP has been finished, and the hardware teams are already working on the next Xe4 "Druid" GPU IP. "Our architects are way ahead of us, and they are already working on not the next thing but the next thing after the next thing," said Petersen, adding: "The way I would like to comment is our IP that's kind of called Xe3, which is the one after Xe2, that's pretty much baked, right. And so the software teams have a lot of work to do on Xe3. The hardware teams are off on the next thing, right. That's our cadence, that we need to keep going."

The base IP of next-generation Xe3 "Celestial" GPUs is done. That means the basic media engines, Xe cores, XMX matrix engines, ray tracing engines, and other parts of the gaming GPU are already designed and most likely awaiting trial fabrication. The software to support this Xe3 is also being developed while Intel's team is working on enabling more optimizations for the Xe2 "Battlemage" architecture, which we previewed recently. We assume that Intel's Xe GPU will now follow a stricter cadence of releases, with SKUs getting updated much faster, given that a lot is prepared for the future.

New rumors emerged via Notebookcheck that point to Intel's intention to continue developing discrete desktop GPUs after the imminent launch of its Arc Battlemage series. Leaker JayKihn confirmed in a comment on X that Intel is actively working on future GPU generations, namely the Arc Celestial and Arc Druid, unlike previous rumors that pointed to a possible cancellation if Battlemage underperforms. Sources say Intel is still committed to its GPU roadmap. With the Arc Battlemage series led by the B580 model, Intel is targeting the budget segment, going in direct competition with NVIDIA's RTX 4060 and RTX 4060 Ti. Price-wise, we can expect graphic cards with Intel Arc Battlemage to go around $250 (for the 12 GB model) and although the performance will not be groundbreaking, it can attract interest from buyers on a tight budget.

Since Intel has reportedly canceled all plans to launch discrete laptop Battlemage cards, Arc Druid and Arc Celestial could follow the same path. Although details regarding Arc Celestial and Arc Druid are scattered, confirmation of their development is good news for the PC graphics card market. What we do know now is that Arc Celestial models will arrive in 2025 or early 2026, which could coincide with the launch of Intel's Panther Lake CPUs. The GPUs are expected to take advantage of the new Xe3 graphics architecture (Arc B580 will feature Intel's Xe2-HPG architecture). However, given Intel's latest challenges, the ultimate success of these next-generation GPUs remains to be seen, while we still believe that the success of Arc Battlemage will be decisive for future Intel GPU development.

Intel's discrete GPUs are close, and recent reports indicate Intel will reveal its next-generation Arc Battlemage graphics cards in December, moving from an earlier expected Black Friday announcement. Hardware insider Golden Pig Upgrade first mentioned this timeline shift, with data researcher Tomasz Gawroński providing supporting evidence through shipping manifest analysis. The December timing appears to position Intel's announcement before CES 2025, where AMD plans to showcase its Radeon RX 8000 series with RDNA 4 architecture, and NVIDIA will present its GeForce RTX 50 line. This will give Intel ample room to "steal" the attention of the tech press, who will be busy with NVIDIA and AMD during CES.

X account Bionic_Squash has confirmed Battlemage won't be Intel's final discrete graphics card, addressing questions about the company's long-term graphics development plans. Intel's future roadmap includes the Xe3 "Celestial" architecture, though current information only confirms its initial implementation in mobile chips at a reduced scale. The timeline for a full discrete graphics card using Celestial architecture remains unspecified. We are also left to wonder about Intel's approach to discrete GPU marketing push, as the company has yet to gain any significant footing among enthusiasts. In the coming years, Intel's expansion could prove worthwhile as it updates its GPUs with more performance from newer generations.

Intel CEO Pat Gelsinger was a special guest at Lenovo Tech World 2024, the computing giant's annual showcase of its latest innovations. The opening keynote address saw Gelsinger make a special appearance to greet Lenovo CEO Yang Yuanqing, but he wasn't alone. In his pocket was a next-generation "Panther Lake" processor. This chip appears to be an H-segment package for mainstream notebooks, which makes the chip a direct successor to the "Arrow Lake-H" mobile processor that comes out in Q1-2025.

According to leaks from reliable sources, "Panther Lake-H" is said to come in CPU core-counts of up to 18. That's 6P+8E+4LP. It sees the reintroduction of low-power island E-cores located in the SoC tile. The six P-cores are "Cougar Cove," which could feature a generational IPC uplift over the current "Lion Cove," while the current "Skymont" E-cores are carried forward into "Panther Lake." The SoC tile could see an upgrade to a newer foundry node from its current 6 nm on "Arrow Lake," to accommodate the low-power island E-cores, and possibly a faster NPU. The iGPU of "Panther Lake" is allegedly based on the next-generation Xe3 "Celestial" graphics architecture. This faster iGPU, along with a faster NPU, low-power island E-cores, and slightly faster P-cores, could be what "Panther Lake-H" brings to the table. Given that "Arrow Lake-H" sees an early-2025 introduction, we don't expect "Panther Lake-H" out till at least 2026.