Intel is reportedly pitching Microsoft to work on an "all American" semi-custom SoC for Microsoft's next Xbox generation that succeeds the Series X/S. The company's main pitch to Microsoft is the fact that the chip would be made entirely in the US, including its silicon fabrication and packaging. Microsoft currently relies on AMD for its SoC, which combines an AMD "Zen 2" CPU with a powerful RDNA2 iGPU that meets DirectX 12 Ultimate requirements.

Intel's semi-custom chip could be functionally the same, albeit based on its next generation CPU and graphics microarchitectures. Strengthening Intel's case is the fact that it now has a contemporary high performance gaming graphics architecture in Xe "Alchemist," and is on course to launch its successor, the Xe² "Battlemage," later this year. The company also made huge strides with chiplet-based SoCs as demonstrated with "Meteor Lake." Intel's semi-custom SoC for Microsoft could combine any of its upcoming CPU microarchitectures, such as "Lunar Lake," or "Panther Lake," and an iGPU based on "Battlemage" or Xe³ "Celestial." This chip could also integrate a next generation NPU if the platform calls for one. This wouldn't be Intel's first rodeo with powering a console; in fact the very first Microsoft Xbox was powered by a Pentium 3 "Coppermine" CPU, paired with a discrete GeForce 3 GPU supplied by NVIDIA.

Intel Graphics employees inadvertently revealed that the company's Xe2 "Battlemage" graphics architecture is being designed for the 4 nm silicon fabrication node, which would give Intel's GPU designers a leap in transistor density and power headroom, given that TSMC 4 nm is an EUV node compared to the current 6 nm DUV node the company builds its Arc "Alchemist" GPUs on. The leak also seems to confirm that its succeeding "Celestial" graphics architecture is being designed for 3 nm. An enthusiast named gamma0burst sifted through public profiles of several Intel employees, and scored these details in their professional profile pages.

We are almost certain that Xe2 "Battlemage" is going to be built on the TSMC 4 nm node, and to a slightly lesser degree, about Xe3 "Celestial" being designed for TSMC's 3 nm N3X node. Intel roadmaps pin the debut of "Battlemage" to a 2023-2024 timeline, although this could also be a reference to the iGPU of the upcoming Core "Meteor Lake" processors that debut in the second half of 2023. Intel is highly likely to deliver "Meteor Lake" within its 2H-2023 timeline, which would mean that the mention of "2024" in the graphics technology roadmap could mean that discrete GPUs based on "Battlemage" only arrive next year.

Intel has appointed Deepak Patil as the new corporate vice president and general manager of its Accelerated Computing Systems and Graphics (AXG) group. Patil is set to succeed Raja Koduri in this leadership role - company CEO Pat Gelsinger was the first person to announce news (last month) of Koduri's departure from Intel. At the time of his leaving Team Blue, Koduri's official job title was "Executive Vice President and Chief Architect" so the wording of his successor's executive ranking is slightly different. Patil is the current chief technology and strategy officer at the Intel Data Center and AI Group, and was previously senior vice president at Dell APEX USA. He will be taking over directly from interim AXG division leader Jeff McVeigh.

The official Intel statement regarding its new leadership appointment states: "Intel will deliver competitive accelerated computing products and build scalable systems with easy-to-program software on a predictable cadence. Deepak Patil will serve as the CVP and General Manager of the Accelerated Computing Systems and Graphics (AXG) group. Deepak recently held the position of DCAI Chief Technology and Strategy Officer. Having held senior engineering leadership positions across the high-tech industry, including being a founding member of Microsoft Azure and leading Dell's APEX as-a-service business, he understands the important role that software and open ecosystems play in enabling application developers and service providers to bring innovative solutions to market, at scale."

"Panther Lake" is the codename for the microarchitecture behind Intel's 17th Gen Core processors due for 2026-27. It succeeds the 16th Gen "Lunar Lake" (2025-26), 15th Gen "Arrow Lake" (2024-25); and 14th Gen "Meteor Lake" (2023-24) architectures. While very little is known about "Panther Lake," the first piece of information discovered in the LinkedIn profile page of one Intel Graphics engineer, suggests that the graphics tile of the processor will feature an iGPU based on the Xe3 "Celestial" graphics architecture, which is two generations ahead of the current Xe "Alchemist," and one ahead of Xe2 "Battlemage."

Intel's graphics architectures will continue to be highly scalable and modular in their applications, with variants of them scaling between low-power iGPUs to large client discrete GPUs, and very-large HPC-AI processors. The variant for the iGPU powering "Panther Lake" will be Xe3-LPG, a highly skimmed version of the architecture for lower Xe Core counts, with just the right hardware to operate in power-constrained devices such as mobile processors. From the looks of it, Intel will stick with the disaggregated chiplet design for its processor architectures going all the way down to "Panther Lake," as an older company slide detailing the scalability of "Celestial" highlighted a "next platform" processor succeeding "Meteor Lake" and its immediate successor ("Arrow Lake").

Intel plans to ship no less than 4 million discrete GPUs in 2022, the company stated in its Investor Meeting 2022 presentation. The Accelerated Computing Systems and Graphics Group (AXG), headed by Raja Koduri, announced this bold target. The company announced a Q1-2022 debut of its ambitious new Arc "Alchemist" discrete GPU for notebooks (before April). This is to be followed by a desktop debut in Q2-2022 (before July), before a professional-visualization (workstation-class) debut in Q3 (before October). All put together, the company plans to ship over 4 million discrete GPUs over the year.

Intel announced over 50 design wins for OEMs and "AICs." This is big, as it denotes that Arc "Alchemist" graphics cards won't just be sold in the OEM/SI channel, but also the DIY retail channel. Among the familiar brands in the DIY space from the Intel slide are ASUS, MSI, and GIGABYTE. The company is working with over 100 software-ecosystem partners or ISVs, to optimize their current and upcoming applications and games, for the Xe HPG graphics architecture. This includes support for the XeSS performance enhancement (analogous to AMD FSR and NVIDIA DLSS), and DeepLink, a graphics processing resource virtualization tech. Intel plans to launch a new generation of Arc almost every year for the next 3 years, starting with "Alchemist" in 2022, "Battlemage" somewhere around 2023-2024, and "Celestial" after 2024.

Intel has recently unveiled its plans for their 3rd generation Celestial Arc graphics cards to compete with NVIDIA and AMD in the "Ultra Enthusiast" GPU market. The Arc Celestial GPU series is now scheduled to launch in 2024 with the architecture currently under active development. These cards will target future flagship cards from NVIDIA however in 2023/2024 we should see the launch of 2nd generation Arc Battlemage products that may narrow the gap. The timeline Intel shared indicates a launch date of 2024+ for Celestial GPUs so the launch date may slip into 2025. This was previously the year which Intel was rumored to launch 4th generation Arc Druid graphics cards so it remains to be seen if this official timeline will hold.

At Intel's 2022 Investor Meeting, Chief Executive Officer Pat Gelsinger and Intel's business leaders outlined key elements of the company's strategy and path for long-term growth. Intel's long-term plans will capitalize on transformative growth during an era of unprecedented demand for semiconductors. Among the presentations, Intel announced product roadmaps across its major business units and key execution milestones, including: Accelerated Computing Systems and Graphics, Intel Foundry Services, Software and Advanced Technology, Network and Edge, Technology Development, More: For more from Intel's Investor Meeting 2022, including the presentations and news, please visit the Intel Newsroom and Intel.com's Investor Meeting site.

Intel today surprised us with the reveal of its new high-performance gaming graphics brand, Intel Arc. Competing with the AMD Radeon and NVIDIA GeForce brands, Arc enables Intel to take a stab at the gaming graphics market that's been a duopoly for the past 2 decades; and the company doesn't intend to only make low-cost e-sports chips. As if a statement of intent, the company revealed the codenamed of the first three generations of Arc: "Battlemage," "Celestial," and "Druid."

Of these "Battlemage" is likely the fancy new codename for the Xe HPG graphics architecture, which has been implemented in a working prototype referred to as the DG2, and which Intel is now referring to as "Alchemist." Intel revealed that "Battlemage" is being designed to meet DirectX 12 Ultimate requirements, which means it will support hardware-accelerated real-time raytracing; mesh shaders, sampler feedback, and variable-rate shading. Intel also announced that the chips will feature an AI-accelerated supersampling feature. This will rival NVIDIA DLSS and AMD FSR. Intel announced that the first consumer products based on the "Alchemist" silicon will release in the first quarter of 2022, the company will put out more specifics throughout 2021, in the run-up to this launch.