Intel

Intel announced at its Seoul AI Summit the formation of the K-AI Full-Stack Alliance with 23 Korean companies spanning server manufacturing, NPU design, foundation models and cloud services, aimed at building sovereign and open AI infrastructure for the Korean market. Intel also publicly showed its D270 data-center inference accelerator, claiming 26,200 TFLOPS of FP4 compute at 350W and advantages over Nvidia's RTX 6000 Pro in Gemma latency, agent performance and financial simulation.

Jensen Huang's departure as Nvidia CEO has unsettled Israel's tech ecosystem, given Nvidia's GPU dominance in AI training and its largest R&D hub outside the U.S. located there. Israeli VCs argue the leadership shakeup creates a window for AI chip challengers to prove better economics, though a leadership change alone won't win them business.