2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Intel Corp. (INTC, Financials) is reportedly preparing to invest at least $100 million in SambaNova Systems, a move analysts say could strengthen its artificial intelligence roadmap as competition intensifies.
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Wedbush Securities analyst Matt Bryson said the investment should help Intel accelerate its AI push, noting that SambaNova's value has risen as the market for AI chip design talent tightens. With AI demand continuing to lift and custom ASIC efforts proving difficult, it makes sense that SambaNova's perceived value is increasing, Bryson wrote in a client note.
SambaNova, which builds hardware and software for inference computing, counts Intel CEO Lip Bu-Tan as its executive chairman. Intel Capital has previously invested in the company, while SoftBank Group Corp. another Intel investor also holds a stake in SambaNova.
The potential investment follows earlier talks about a full acquisition that stalled late last year, after both parties reportedly signed a term sheet in December. SambaNova is now exploring a $500 million funding round.
Wedbush said Intel's move underscores how the chipmaker is adapting its strategy as rivals like Nvidia Corp. expand AI partnerships including a $20 billion non exclusive licensing deal between Nvidia and Groq Inc. announced in December.
Intel and SambaNova have not yet commented on the reported investment plans.
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