Research
Everything Intel keeps, in one place — every brief we run, every department, readers' own, and every finding behind them. Browse below, or see the same body of work as a connected graph on the live map.
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Everything Intel has read, newest first. Each title opens at its original publisher.
- Market & Business✓ verified
Serve Robotics puts its sidewalk delivery robots on Grubhub
Distribution, not hardware, is the gate on delivery robots — riding an existing ordering platform is how a fleet gets demand without building a consumer brand.
- Market & Business
Relativity Networks raises $22M for faster fiber inside data centers
Interconnect is the quiet ceiling on cluster scale — capital moving into fiber is a read on where the bottleneck is now, not where the GPUs are.
- Market & Business✓ verified
Jasper grounds its answer-engine-optimization agent in a brand’s own Search Console data
Grounding the recommendation in first-party Search Console data is the difference between an AEO tool you can measure and one that just sounds confident — ask for that grounding before buying any of them.
- Market & Business
Contractor robot use grew 45% in a year, and autonomous excavators reached live jobsites
The useful part is the shape of the wins: start on repetitive controlled tasks, and expect your own data quality to be the limiter rather than the machine.
- Market & Business
Cerebras ships a faster WSE-3 Turbo chip and its first rack-scale CS-4 system
A new rack-scale system is a committed capacity fact, not a roadmap slide — exactly the physical-layer signal The Compute War brief is built to catch.
- Market & Business
FORT Robotics takes its safety stack public via a SPAC valuing it at $556.6M
Cross-vendor functional safety is the unglamorous layer that decides whether mixed robot fleets can share a floor with humans — and it is now priced by public markets.
- Market & Business
FDA clears automated PET software that puts a number on amyloid burden
Regulatory clearance is what decides whether an imaging model reaches a real clinic, and Centiloid output is what makes one hospital’s number comparable to another’s.
- Market & Business✓ verified
Nvidia puts $1.5B into SoftBank’s SB Energy and backs up to $105B of credit for OpenAI’s Ohio campus
Vendor financing at this scale ties chip demand, power generation and one customer’s balance sheet into a single knot — the same wrong-way risk flagged on the $500B collateral backstop a week earlier, now with gas turbines attached.
- Market & Business✓ verified
Groq raises $350M to pivot from selling chips to selling capacity
Another specialist chip company concluding the money is in renting inference rather than shipping hardware — which is why fast-tier inference pricing keeps moving and is worth re-quoting rather than assuming.
- Market & Business✓ verified
Gravis Robotics raises $200M from SoftBank to retrofit excavators into autonomous machines
The retrofit-onto-fleet-you-already-own pattern keeps winning the money in construction robotics — the productivity claim is the vendor’s, but the deployment model means a contractor can pilot it without a capital purchase.
- Market & Business✓ verified
Diligent starts rolling out Moxi 2.0, shaped by five years of hospital fleet data
The interesting claim is not the robot, it is the flywheel: an operator with a fleet in the field compounds its own deployment data into the next version — the moat any services business should be asking whether it is building.
- Market & Business✓ verified
Autonomous excavators start digging on live US infrastructure jobsites
Named contractors, named projects and a stated operating mode is the evidence bar an owner needs before believing an autonomy pitch.
- Market & Business✓ verified
Anthropic’s annualized revenue run rate passes $65B, ahead of OpenAI’s reported $40B
Enterprise model spend is compounding faster than the seat-based software it displaces — the number to hold up next to any internal business case that still treats model cost as an experiment budget.
- Market & Business✓ verified
An AirTag in a rare book led 404 Media to an Amazon facility that destroys books to train Nova
Anyone selling physical or licensed text should read the anonymous bulk order as an acquisition channel: the copy leaves your catalogue as a sale and arrives as training data, and nothing in the transaction told you which it was.
- Market & Business✓ verified
SpaceX closes its $60B all-stock purchase of Cursor, the largest venture-backed startup acquisition on record
The coding-agent tool most teams standardised on is now owned by a launch company with its own compute; pricing, roadmap and data terms all now sit inside somebody else's capital plan.
- Market & Business
Neros raises $250M at a $2.5B valuation to field AI-guided defense drones this year
Autonomy money is moving toward hardware that has to work without GPS — the same constraint that shapes any robot expected to operate where the network is not.
- Market & Business
A construction AI startup went from two agents to more than ten, and caught a $4M change order on a $100M job
The value here is not document search but second- and third-order impact analysis across connected documents — the shape of agent work that is hard for a person and cheap for a machine.
- Market & Business✓ verified
Nvidia will cover up to 25% of value lost on its own GPUs pledged as loan collateral
A residual-value guarantee on GPUs is what makes older accelerators financeable, which should push down the cost of second-hand inference capacity — the same mechanism that concentrates the downside on one balance sheet if utilisation ever falls.
- Market & Business✓ verified
Microsoft merges its consumer and 365 Copilot apps and retires five features on 18 August
Five features cut with five days' notice is a reminder that assistant surfaces are not stable platforms; anything built on Deep Research needs a Researcher migration before the 18th.
- Market & Business✓ verified
Databricks raises $5B at a $190B valuation after planning to raise $1B
A $100M run-rate on Lakebase after roughly a year is the number to watch: it is the clearest public read on how fast an AI-native database attaches to an existing data-platform install base.
- Market & Business
Data center jobs pay 40-60% more than comparable roles — and demand keeps climbing
This is a named-source, numbers-backed answer to what AI datacenter buildout is actually doing to real jobs and pay — exactly the evidence-about-work-and-workers signal The AI Labor Seismograph exists to catch, and useful to any business owner or consultant staffing or pricing around this buildout.
- Market & Business✓ verified
Twitch will train generative AI on streams by default, and its product chief says opt-in would have failed
Anyone publishing to a platform they do not own should read this as the template: the consent default flips first, the setting is real but buried, and the framing is that nothing changed.
- Market & Business✓ verified
A jobsite tracking tool saved one contractor $342,000 on a single airport project
A named dollar figure on a named project is rare in construction AI and worth more than a vendor deck — and the recurring caveat from the people using it is that the value shows up when staff are equipped to overrule the tool, not defer to it.