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Intel Weighs Sale of Networking and Edge Unit in Strategic Refocus Under New CEO

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Intel is considering divesting its networking and edge computing division — previously known as NEX — as part of a broader strategy to streamline operations and refocus on its core strengths in PC and data center chips, according to sources familiar with internal discussions.

Under new CEO Lip-Bu Tan, the tech giant is evaluating the relevance of its diverse business units to prioritize areas where it maintains market leadership. Tan emphasized at an event in Taipei that Intel commands 68% of the PC chip market and 55% of the data center chip market, and plans to “expand and build on” those domains.

Although no formal sale process has been launched yet, Intel has initiated early-stage discussions, spoken with third parties potentially interested in the NEX business, and interviewed investment banks to possibly advise on the transaction. However, no advisor has been officially retained, and options remain open.

Sources indicate that the networking and edge unit — which generated $5.8 billion in revenue in 2024 — is no longer seen as essential to Intel’s growth plans. The company now folds NEX’s financials into its broader PC and data center segments, eliminating separate reporting.

The telecom-focused segment within NEX is especially seen as misaligned with Intel’s new direction, and competitors like Broadcom dominate significant parts of the networking market, further reducing Intel’s strategic incentive to compete there.

While Intel has not committed to a full divestiture, it may explore partnerships, stake sales, or restructuring alternatives. The potential NEX sale follows other recent portfolio adjustments — notably, the $4.46 billion sale of a majority stake in its Altera unit to SilverLake in April. That move came after previously planned IPO ambitions for Altera under former CEO Pat Gelsinger.

Despite this refocusing, Intel continues to face pressure as it loses ground in the PC and data center markets, making Tan’s efforts a critical pivot point for the company’s future trajectory.

Lenovo Introduces ThinkEdge SE100 AI Inferencing Server for Businesses and Enterprises

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Lenovo Introduces ThinkEdge SE100 AI Inferencing Server for SMBs and Enterprises

Lenovo has unveiled its latest entry-level AI inferencing server, the ThinkEdge SE100, designed to enhance edge computing capabilities for small and medium-sized businesses (SMBs) and enterprises. Announced ahead of Mobile World Congress (MWC) 2025 in Barcelona, the new server is part of Lenovo’s ThinkSystem V4 lineup. It is engineered to securely process AI workloads while optimizing power consumption. Alongside the ThinkEdge SE100, Lenovo also showcased its ThinkBook “Codename Flip” AI PC concept at the event, further demonstrating its commitment to AI-powered innovation.

Optimized AI Performance with Advanced Cooling

According to Lenovo, the ThinkEdge SE100 is powered by Intel’s Xeon 6 processors and integrates the company’s proprietary Neptune liquid cooling technology. The system also features Lenovo’s Neptune Core Compute Complex Module, which enhances processing speeds while reducing fan noise and power consumption. The inclusion of optimized cooling mechanisms minimizes airflow requirements, allowing for seamless deployment in diverse business environments, from office spaces to industrial settings.

The Power of Edge Computing

Unlike traditional centralized server processing, the ThinkEdge SE100 leverages edge computing to bring computation and data storage closer to devices, reducing reliance on cloud infrastructure. This approach significantly lowers latency and improves response times, making it ideal for applications requiring real-time data processing. Businesses relying on AI-driven automation, analytics, and machine learning models can benefit from the enhanced speed and efficiency of on-premise inferencing.

Expanding AI Solutions for Businesses

With the launch of the ThinkEdge SE100, Lenovo continues to expand its AI infrastructure offerings, catering to a growing demand for edge computing solutions. The server is designed to support various industry applications, from retail and manufacturing to healthcare and smart cities. As AI-driven workloads become increasingly complex, Lenovo’s ThinkEdge SE100 provides an accessible yet powerful option for enterprises looking to harness the benefits of AI at the edge.