Intel Secures HEAL Asset Rights, Faces Growing AI Chip Demand from 1.9GW Infrastructure
OpenAI computing capacity more than tripled to 1.9 gigawatts in 2025 under Intel alum Sachin Katti’s industrial compute leadership, intensifying demand for AI chips and memory where Intel competes. Intel also secured a right of first refusal on HEAL Group assets, positioning it to expand in healthcare technology.
1. OpenAI Capacity Growth and Implications for Intel
OpenAI’s computing capacity more than tripled in 2025 to roughly 1.9 gigawatts under the leadership of former Intel CTO Sachin Katti, who now heads industrial compute at the ChatGPT developer. This rapid expansion intensifies demand for high-performance AI chips, memory and data center infrastructure, potentially boosting Intel’s hardware sales against competitors in the AI market.
2. Right of First Refusal Agreement with HEAL Group
Intel entered into a right of first refusal agreement with HEAL Group Holdings Inc. effective February 11, 2026, granting Intel the option to match any bona fide third-party offer for specified HEAL assets or business units. This deal positions Intel to acquire healthcare technology assets on the same economic terms as competing bidders, supporting its strategic expansion into healthcare solutions.