Intel’s Counterattack Against AMD
Intel is reportedly developing Nova Lake-AX—a new high-performance APU designed to compete with AMD’s dominant Strix Halo platform. Leaked by reliable source Jaykihn, this marks Intel’s first direct response to AMD’s 16-core Zen 5 + Radeon 880M combo that outperforms entry-level discrete GPUs. The “AX” designation signals a radical departure from Intel’s traditional Core branding, targeting the premium laptop and mini-PC market.
Expected Specifications & Capabilities
While details remain scarce, industry analysts predict:
- 16-core hybrid architecture (likely P-Core/E-Core mix)
- Next-gen Xe3 graphics with >32 compute units (2-4× Lunar Lake’s power)
- 120W+ TDP support for sustained performance
- AI acceleration via NPU 4.0
The design leverages lessons from Lunar Lake’s efficiency but scales power to match Strix Halo’s 120W configurations. Intel aims to deliver iGPU performance rivaling mid-range discrete GPUs.
Market Impact & Timing
This move addresses a critical gap in Intel’s portfolio. Strix Halo currently dominates high-performance APU segments like premium handhelds and compact workstations. Nova Lake-AX could appear in:
- Creator laptops (replacing dGPUs in thin designs)
- Gaming handhelds (competing with GPD’s leaked Strix Halo device)
- AI development kits
Despite recent Intel layoffs, this project appears prioritized. A late-2026 launch aligns with AMD’s Strix Halo refresh cycle.
Challenges Ahead
Intel must overcome:
- GPU driver maturity: Xe3 needs robust game/creator app support
- Power efficiency: Strix Halo’s RDNA 3.5 currently leads perf-per-watt
- Developer adoption: Requires early SDK/engine partnerships
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- Intel Arc Battlemage GPUs Target Edge AI Market in Q4 Launch
Key Takeaway: If executed well, Nova Lake-AX could restore balance in the high-performance APU market—but Intel must deliver unprecedented iGPU power and software optimization to challenge AMD’s lead.
SOURCE: Jaykihn