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Intel says Nova Lake is on track for late 2026 as CEO downplays shifting capacity to datacenters

CEO Lip-Bu Tan told investors on the Q4 earnings call that Intel will prioritize both datacenter and client customers and will not reallocate production away from client chips to satisfy server demand.

Angel Kicevski by Angel Kicevski
January 23, 2026
in News, PC
0

Intel confirmed Nova Lake, its next-generation Core family, is scheduled to arrive in late 2026. CEO Lip-Bu Tan reiterated that timeline during the company’s Q4 earnings call and emphasized that Intel will balance supply between server and client customers. Tan said, “We have important customers in both datacenter and client and that needs to be our priority.” The comment was used to push back against the idea Intel might move client production to satisfy datacenter demand.

The earnings-call remarks arrived as the industry continues to wrestle with constrained memory supplies, a factor that has driven up the cost of full platform upgrades. That dynamic makes persuading PC owners to replace both CPU and motherboard a tougher sell for any new desktop platform. Naturally, Intel expects its high-end K-series desktop parts to lead Nova Lake’s initial launch window, with mainstream SKUs following later. The company also faces the issue of socket longevity: Arrow Lake used LGA1851 and recent signals suggest newer motherboards could be required for Nova Lake.

There are still open questions about Arrow Lake and whether Intel might refresh or reissue that family before Nova Lake ships. Intel has pushed Panther Lake as a strong mobile option for thin-and-light laptops and potential handhelds, but that product line is separate from the desktop Nova Lake rollout. Supply and demand speak loudly at Intel right now, and Tan’s comments reflect a production strategy tied to explicit customer commitments rather than informal capacity shuffles. That stance followed months of speculation about how Intel would allocate wafer output between datacenter and client segments.

A shipping manifest that surfaced last year suggested flagship Nova Lake desktop SKUs could scale core counts substantially. Console & PC Gaming previously reported those manifest details, which listed a potential top-end chip with up to 52 cores for Nova Lake (see the manifest report). Intel’s timetable leaves Nova Lake as a late 2026 release. How much of an impact the platform will have on gaming PCs will depend on actual SKU performance, pricing, and whether socket changes force users into new motherboards.

Follow updates about Nova Lake and Intel’s wider roadmap on X, Bluesky, YouTube, and Instagram.

Tags: Intel
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Angel Kicevski

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I've spent half of my life playing video games, ever since the competitive 1.6 era. Now I am happily married to Margarita Kicevski, and have two beautiful children. My goal is to deliver fresh news and updates, but most of the time I want to work on guides. Since I have rebooted this website, I am planning on making it huge. Just you wait!

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