Intel Corp.

(NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets.

The Custom Silicon Push During Intel's second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips.

Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dominate this space.

"I think first of all, this is a massive opportunity.