At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel’s commitment to integrating AI into hardware solutions across various sectors. Tan’s leadership aims to position Intel at the forefront of AI-driven innovation by enhancing its product portfolio and foundry capabilities. This and more on the Tech Field Day News Rundown.
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2:01 – Trump Shifts Stance on NVIDIA Chip Ban
The Trump administration has paused plans to restrict NVIDIA’s export of H20 AI chips to China. This decision followed a Mar-a-Lago dinner attended by NVIDIA CEO Jensen Huang, after which the company pledged more AI infrastructure investments in the U.S. Despite bipartisan concerns over national security, Chinese firms like ByteDance and Alibaba have already placed large orders for the H20 chip, which remains the most advanced AI processor currently allowed for sale to China.
Read More: Trump administration backs off Nvidia’s ‘H20’ chip crackdown after Mar-a-Lago dinner
Read More: Semiconductor Tariff Announcements Due Soon, Trump Says
7:29 – Remember Windows 11 Recall? It’s Back!
Windows Recall is the ultimate user activity recording tool released with Copilot+ PCs in May 2024 and withdrawn a few months later. Microsoft uses Recall activity records to allow comprehensive search, for example, when you cannot remember the website where you read a report or which Slack channel someone asked you to do something on. Users were concerned about the amount of data being collected and about how Recall was storing potentially confidential information.
Read More: That groan you hear is users’ reaction to Recall going back into Windows
11:31 – Solo.io Adds MCP Gateway to API Platform
At KubeCon + CloudNativeCon Europe 2025, Solo.io added support for the Model Context Protocol (MCP) to its open-source kgateway. This helps connect AI platforms more easily. They also donated kgateway to the CNCF to boost community use and collaboration.
Read More: Solo.io Adds MCP Gateway to Open Source API Management Platform
14:43 – Dell Launches PowerEdge Servers with Intel Xeon 6 Chips
Dell has launched new PowerEdge servers powered by Intel Xeon 6 chips, offering better performance and energy efficiency. The servers support flexible app deployment, and Dell also improved storage, data protection, and management tools.
Read More: Dell Rolls Out PowerEdge Servers Based on Intel Xeon 6 Processors
20:27 – Google Cloud Paving the Way for AI Transformation from Google Cloud Next
At Google Cloud Next 2025, Google introduced tools and technologies to make AI adoption easier and more efficient. Highlights included the Agent2Agent (A2A) protocol for secure collaboration between AI systems and new cloud tools to better manage apps and services. Google also unveiled Ironwood, a powerful new AI chip, reinforcing its focus on leading AI infrastructure.
Read More: Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
26:32 – Intel to Sell off 51% of Altera Chip Business to Silver Lake
Intel has agreed to sell a 51% stake in its Altera programmable chip division to private equity firm Silver Lake, valuing the business at $8.75 billion. Intel will retain a 49% share, and the deal is expected to close in the second half of 2025. This move is part of CEO Lip-Bu Tan’s strategy to streamline operations and strengthen Intel’s financial position. Raghib Hussain will take over as Altera’s CEO on May 5, succeeding Sandra Rivera.
Read More: Intel to sell controlling stake in Altera chip business to Silver Lake
31:08 – Embracing Physical AI at Intel Vision 2025
At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel’s commitment to integrating AI into hardware solutions across various sectors. Tan’s leadership aims to position Intel at the forefront of AI-driven innovation by enhancing its product portfolio and foundry capabilities.
Read More: Intel Vision 2025: Why Physical AI Beckons for Intel
Upcoming Tech Field Day Events
AI Infrastructure Field Day 2 – April 23 – 24
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Host Information
Alastair Cooke is a Tech Field Day Event Lead, now part of The Futurum Group. You can connect with Alastair on LinkedIn or on X/Twitter and you can read more of his research notes and insights on The Futurum Group’s website.
Ron Westfall is The Research Director at The Futurum Group specializing in Digital Transformation, 5G, AI, Security, Cloud Computing, IoT and Data Center as well as the host of 5G Factor Webcast. You can connect with Ron on LinkedIn and on X/Twitter and see his work on The Futurum Group’s website.
Tech Field Day is part of The Futurum Gro
