Intel Capital

A force multiplier for early stage startups - inspiring and investing in the future of compute.

[Intel Capital @intelcapital]

35 years of Intel Capital investing in compute and the next wave of transformative technology 🚀

Since 1991, we’ve deployed over $20B into 1,800+ startups, supporting founders whose innovations have shaped industries and set global standards. From landmark exits like @AsteraLabs, @jobyaviation, @VMware, and @RedHat to recent investments in @anyscalecompute, @fieldai_, @Figure_robot, @Minio, @runpod, and many more, we continue shaping the future of compute.

Our focus remains on #AI, #deeptech, cloud-native infrastructure, advanced manufacturing, and the broader foundry ecosystem. Programs like the Embedded Expert Program (ExP) and global portfolio events provide founders with the expertise, resources, and networks to scale faster and smarter.

The journey continues, supporting founders and technologies that will define the future of compute. More on our journey and vision in Anthony Lin's blog: https://t.co/w2V51SGFbQ

[Intel Capital @intelcapital]

Today, @AMFG_ai launched Kurf., a part cost estimation plugin for @Autodesk Inventor. It gives design engineers instant should-cost analysis, DFM warnings and run-time estimates inside the CAD workspace, rather than after a design has gone out to estimators or vendors for quoting.

Read more below:
https://t.co/f4cmDavDuP

[Intel Capital @intelcapital]

Does #agenticAI need specialized CPUs? @SambaNova VP of Product and Core Tech Anton McGonnell (@aton2006) told @FierceNetwork_ it doesn’t. Agents are asking CPUs to do what computers have always done, like querying databases, compiling code, and running tools, just at far greater volume.

Read more below:

[SambaNova @SambaNovaAI]

Does agentic AI need a new kind of CPU?

Our VP of Product and Core Tech, @aton2006, told @FierceNetwork_ it doesn’t. Agents are asking CPUs to do what computers have always done (query databases, compile code, run tools) just a lot more of it.

Read the full piece: https://t.co/myIsxrO7W6

[Intel Capital @intelcapital]

In an interview with @helpnetsecurity, @immuta CISO Michael Scott predicts major enterprises could face critical #AI incidents within the next 18 months. His concern is less about the models themselves than about organizations giving AI agents access to sensitive #data before they’ve worked out how to control it.

His view: agents shouldn’t inherit everything a user can access. Permissions should match the task, expire when the work is done, and stay traceable across every agent and tool involved.

Read the full interview below:

[Immuta @immuta]

Major enterprises could face critical AI incidents within the next 18 months.

That’s the prediction from Immuta CISO Michael Scott in an interview with @helpnetsecurity.

But his bigger concern is what’s driving that risk: organizations are giving AI agents access to sensitive data before they’ve worked out how to properly control that access.

Agents shouldn’t automatically inherit everything a user can access. They need permissions that match the task, expire when the work is done, and remain traceable through every agent and tool involved.

Read the full interview: https://t.co/QLC7QY6bmC

[Intel Capital @intelcapital]

@Articul8_AI Founder and CEO Arun Subramaniyan joined @TechstrongTV’s Alan Shimel (@ashimmy) to discuss Bivia, Articul8’s new decision model that helps #AIAgents decide faster and know when to escalate to a human.

Watch the full interview below.

[Techstrong TV @TechstrongTV]

AI answers everything with confidence. Provenance is what earns trust. Alan Shimel (@ashimmy) talks with @Articul8_AI CEO Arun Subramaniyan about domain-aware AI and decision models.

Watch: https://t.co/yNvcIEoISY

#AI

[Intel Capital @intelcapital]

Congrats to @twelvelabs Co-founder and CTO Aiden Lee on being named to @MITTechnology Korea’s AI 30, a list of 30 people shaping the future of Korean AI 👏 Aiden helped develop Twelve Labs’ Marengo and Pegasus #VideoAI models.

See more about the recognition here: https://t.co/EBB4k1Tqpr

[Intel Capital @intelcapital]

On @NYSE Wired’s #AIFactories series, @AI21Labs Co-founder and CEO @origoshen joined @theCUBE's Gemma Allen to discuss the next wave of #EnterpriseAI: companies owning specialized models that cut costs and set them apart.

Watch the full interview here: https://t.co/D2BUUFUkjo

[Intel Capital @intelcapital]

VP of Core Tech at @SambaNovaAI, Anton McGonnell, sat down with @DW_DCS to discuss the engineering behind the SN50 processor. They cover how chip architecture is evolving for next-generation #inference workloads, why software optimization and silicon design can no longer be treated separately, and how manufacturing scale shapes what’s possible in AI #semiconductor design.

Watch the full interview below:

[SambaNova @SambaNovaAI]

What does it actually take to build a next-generation AI inference chip?

@aton2006 sat down with @dw_dcs to go inside the SN50: the architecture decisions, the software optimization behind it, and why manufacturing scale is now part of the design problem.

Watch the full discussion here: https://t.co/XHVoL4wuuf

[Intel Capital @intelcapital]

Bryan Cantrill (@bcantrill) of @OxideComputer asks why #Rust and code still matter when LLMs can write it. In this Rust NYC talk, he traces Rust’s infrastructure-first design to explain what we should preserve as software development changes, and where LLMs can deepen understanding rather than replace it.

Watch the full talk and Q&A below:

[Ross Townsend - Ross The Rust Guy! @RossTheRustGuy]

For those who have been asking, the @rust_nyc talk with @bcantrill is now live on YouTube! https://t.co/E46BmgxmDu

[Intel Capital @intelcapital]

In @CounterPointTR's latest report on Optics, Interconnects and Networks, Eliyan was featured in an analysis from Michael Kanellos. The report looks at Eliyan’s approach to the #interconnect bottleneck in #AI infrastructure, where data transport between chips is increasingly a limit on system performance.

Read more below:
https://t.co/dnjGmVDAaS

[Intel Capital @intelcapital]

Last week, @SambaNovaAI’s Vansanth Mohan (@v_mohan_) joined @EvanKirstel to discuss the economics of #AgenticAI. Request count isn’t what breaks agent budgets. Output tokens per task, multiplied by generation speed, is. Because agents make serial calls, latency and cost compound together, which is why SN50 is built around decode.

Watch the full conversation below:

[SambaNova @SambaNovaAI]

The request count isn’t what breaks agent budgets. It’s output tokens per task, times how fast you can generate them. Serial calls mean latency and cost compound together, which is why SN50 is built around decode. @v_mohan_ walks through the math with @EvanKirstel in their conversation. Check it out! ⬇️

[Intel Capital @intelcapital]

This week, @Articul8_AI released Bivia, a standalone multimodal “decision model” that returns a yes/no, a choice, or a score in roughly 100 milliseconds for under $5 per million decisions. Trained on 100B+ real-world decisions, it includes an abstain option, per-decision confidence scores, and zero data retention. Articul8 says it also addresses the 1-in-8 “flip rate” seen in rival models.

CEO @ArunKSubramaniyan discussed it with @CNBC's @jonfortt :
https://t.co/K848iYJ14J

[Intel Capital @intelcapital]

Lightbits CEO Eran Kirzner (@LightbitsLabs) joined @CodeStoryPod to discuss how the company took #NVMe over TCP from a new protocol to an industry standard, and how it is applying that storage expertise to #AI #inference. They cover the “GPU memory wall,” why many GPUs run well below full utilization, and what Lightbits has learned from designing systems for scale.

Listen to the full episode below:
https://t.co/RVwjO9694q

[Intel Capital @intelcapital]

Last week, @TIME named Fibo, the family of foundation models from @bria_ai_, one of its Best Inventions of 2026. Fibo is built to give enterprises greater control and predictability over #generativeAI image output, and addresses the attribution question that much of the industry has left open.

Read the full feature below:
https://t.co/OjoL5bBCHX

[Intel Capital @intelcapital]

This week, @Reuters covered the PHP vulnerabilities, flaws in a language that underlies roughly 70% of websites. @Censysio's Emily Austin, principal security researcher, notes that end users can do little beyond basic hygiene like #MFA and unique passwords, and that responsibility rests mostly with software providers. The episode is also the latest example of #LLMs making long-hidden flaws easier to find and exploit.

Read more below:

[Censys @censysio]

In a recent @Reuters article on staying safe online as AI accelerates cyber threats, Censys Principal Security Researcher @emailyee discusses the basic steps everyone should take to help protect themselves.

[Intel Capital @intelcapital]

Intel Capital has been named one of @Inc’s founder-friendly investors for early-stage companies, recognized for our work across #compute, #AI, #datacenter, and #foundry. We are proud to support founders who are building foundational technology, and we aim to be a partner that supports them as they scale.

Read the full list below:
https://t.co/2THtXGwJS1

[Intel Capital @intelcapital]

CEO of @SambaNovaAI, @RodrigoLiang, joined @daniburgz on @BloombergTV to discuss why the future of AI is hybrid, driven by security, control, and infrastructure that works with the data centers companies already operate. The big question? Why are enterprises moving #AI #inference behind their own firewalls?

Watch and read more below:

[SambaNova @SambaNovaAI]

Why are companies bringing AI inference behind their own firewalls?

Security, control, and infrastructure that works with the data centers they already have.

@RodrigoLiang joined @BloombergTV's @daniburgz to discuss why AI’s future is hybrid.

Watch + read more ⬇️
https://t.co/174H0MPMl2

[Intel Capital @intelcapital]

CTO of @MinIO Ugur Tigli joined @SDxCentral to talk about how fragmented systems and growing data volumes are straining #AI infrastructure as enterprises scale, and how a unified #data foundation can address both.

Watch the full conversation below:

https://t.co/1ANfMjH2YL

[MinIO @Minio]

As enterprise AI scales, fragmented systems and growing data volumes strain infrastructure.

🎥 CTO Ugur Tigli joined SDxCentral to discuss how a unified data foundation can overcome these challenges and support AI at scale. https://t.co/XOKZbUdSFQ

[Intel Capital @intelcapital]

Last week at #SEMICONWest, Intel Capital, IQT, and M Ventures hosted a networking lunch that connected around 40 semiconductor investors with start-ups.

Thanks to our portfolio companies, 3D Glass Solutions, ChEmpower, EPIC Microsystems, Ephos, Impact Nano, @Movellus, @MueonCorp, UNISERS, and @WooptixCorp, for attending.

Next stop: Phoenix in March 2027.

[Intel Capital @intelcapital]

CBO of @EPICMicrosystems, Aashish Malhotra was interviewed by @pulse2news on the #power delivery bottleneck in #AI infrastructure. A rack takes in 48V DC while the GPU runs at roughly 0.75V, and EPIC's Hybrid Switch Cap architecture aims to balance efficiency, current density, Z-height, and thermals for Vertical Power Delivery. The first silicon came in 2025.

Read more below:
https://t.co/hcmDZ7tYSQ

[Intel Capital @intelcapital]

This week, @Interesting_Eng reported that @Figure_robot's Figure 03 walked 348 miles and logged 1.2M steps over nine consecutive days on a treadmill. CEO @adcock_brett said the test began as a side project to stress the robot and surface hardware failures, a more demanding check of reliability than a short demo.

Read more below:
https://t.co/lwBHLJUUZN