Intel Partners with SambaNova for AI Inference Solutions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy INTC?
Source: stocktwits
- Partnership Announcement: Intel has signed a multi-year deal with AI chip startup SambaNova to provide a powerful alternative to GPU-centric AI inference solutions, which is expected to accelerate enterprise adoption of large-scale AI deployments.
- Funding Support: Intel is participating in a $350 million funding round for SambaNova, demonstrating confidence in the startup, while new CEO Tan is also an early investor, further strengthening the strategic partnership.
- Technology Integration: SambaNova's new AI chip, the SN50, outperforms Nvidia's B200, processing data at a rate of 895 tokens per second per user, significantly enhancing inference service efficiency and likely attracting more enterprise customers.
- Positive Market Reaction: Intel's shares rose nearly 2% following the partnership announcement, indicating a positive market response to the collaboration, although retail sentiment on Stocktwits remains bearish.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy INTC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 43.630
Low
20.00
Averages
39.30
High
52.00
Current: 43.630
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mobileye Partners with Elektrobit to Advance Autonomous Driving
- Safety Application Integration: The integration of EB corbos Linux for Safety Applications into Mobileye Drive™ marks a significant advancement in the autonomous driving sector, serving as a foundation for global OEMs and robotaxi vendors, which is expected to enhance market competitiveness.
- Functional Safety Certification: EB corbos Linux is the world's first open-source operating system assessed to comply with automotive functional safety standards, having received a positive technical assessment for ASIL B and SIL2 by TÜV Nord, ensuring its safety in high-performance computing applications.
- Market Application Prospects: The Mobileye Drive system is designed to support fully autonomous robotaxis, ride-pooling, and public transport, which is anticipated to drive mass production of autonomous vehicles in the coming years, addressing market demands for safety and reliability.
- Accelerated Industry Collaboration: The partnership between Elektrobit and Mobileye reflects the close collaboration between automakers and technology companies in advancing autonomous driving, which is expected to accelerate innovation and drive the industry towards the transition to software-defined vehicles.
See More
Integration of EB corbos Linux into Mobileye Drive™ for Autonomous Vehicles
- Safety Application Integration: The integration of EB corbos Linux for Safety Applications into Mobileye Drive™ represents the world's first open-source operating system compliant with automotive functional safety standards, enhancing the safety and reliability of autonomous driving systems and expected to accelerate the adoption of self-driving technology.
- Technical Assessment Approval: This system has received a positive technical assessment from TÜV Nord for ASIL B and SIL2 based on ISO 26262 and IEC 61508 standards, ensuring safety in high-performance computing domains, which further strengthens automotive manufacturers' competitive edge in the market.
- Market Application Prospects: Mobileye Drive™ is designed as a scalable autonomous driving system to support fully autonomous robotaxis, ride-pooling, and public transport, which is expected to provide significant market opportunities for automakers and transport operators, driving rapid industry growth.
- Deepening Industry Collaboration: The partnership between Elektrobit and Mobileye reflects the automotive industry's close collaboration in the field of autonomous driving, with both parties committed to advancing safe and scalable innovations to facilitate the development of reliable autonomous driving systems in the future.
See More
Intel Partners with SambaNova for AI Inference Solutions
- Partnership Announcement: Intel has signed a multi-year deal with AI chip startup SambaNova to provide a powerful alternative to GPU-centric AI inference solutions, which is expected to accelerate enterprise adoption of large-scale AI deployments.
- Funding Support: Intel is participating in a $350 million funding round for SambaNova, demonstrating confidence in the startup, while new CEO Tan is also an early investor, further strengthening the strategic partnership.
- Technology Integration: SambaNova's new AI chip, the SN50, outperforms Nvidia's B200, processing data at a rate of 895 tokens per second per user, significantly enhancing inference service efficiency and likely attracting more enterprise customers.
- Positive Market Reaction: Intel's shares rose nearly 2% following the partnership announcement, indicating a positive market response to the collaboration, although retail sentiment on Stocktwits remains bearish.
See More
Meta Signs Multi-Billion Dollar Chip Deal with AMD
- Massive Chip Agreement: Meta's multi-year deal with AMD involves deploying up to 6 gigawatts of graphics processing units (GPUs), which will significantly enhance Meta's computing capabilities in AI data centers, expected to have a profound impact on its AI expansion strategy.
- Efficient Infrastructure: AMD CEO Lisa Su stated that the company will deliver high-performance, energy-efficient infrastructure optimized for Meta's workloads, thereby accelerating one of the industry's largest AI deployments and enhancing AMD's competitive position in the global AI market.
- Intensified Market Competition: This agreement marks a critical development for AMD in the AI chip market, as it seeks to catch up with Nvidia; the first deployment of customized GPUs could enable AMD to capture more market share in the coming years.
- Capital Expenditure Commitment: Meta committed to up to $135 billion in capital expenditures this year, as stated in its earnings report, to keep pace with industry giants, planning to build 30 data centers, including 26 in the U.S., showcasing its ambitious goals in the AI sector.
See More
Intel Joins $350M Funding Round for SambaNova Systems
- Significant Funding Round: SambaNova Systems successfully raised $350 million in its Series E financing, with participation from Intel Capital, Vista Equity Partners, and T. Rowe Price, aimed at expanding manufacturing and cloud capabilities, thereby enhancing its competitive position in the AI market.
- Strategic Partnership: Intel has formed a partnership with SambaNova, with CEO Lip-Bu Tan also serving as executive chairman, indicating Intel's commitment to the AI chip market and expected to drive collaborative growth in AI technologies.
- Enhanced Product Performance: The newly launched SN50 accelerator delivers five times the compute power and four times the network bandwidth compared to its predecessor, which is expected to attract more customers, particularly with SoftBank set to be the first to deploy it in next-generation AI data centers.
- Broad Market Potential: This funding and partnership not only provide SambaNova with essential capital but also bolster Intel's positioning in the AI hardware sector, likely driving an increase in market share within the rapidly evolving AI industry.
See More
SambaNova Appoints Semiconductor Veteran Lip-Bu Tan as Executive Chairman
- Strategic Partnership: SambaNova has entered into a multi-year collaboration with Intel to adopt Intel server chips and graphics cards, aiming to enhance the performance of its generative AI models and strengthen its market position against Nvidia's dominance.
- Funding Injection: Intel's participation in a $350 million funding round for SambaNova reflects confidence in the startup, despite Intel's revenue decline over the past four years, potentially supporting its resurgence in the AI chip market.
- New Product Launch: SambaNova has unveiled its new SN50 chip, claiming it outperforms Nvidia's B200 system GPUs while providing greater computing power at the same price, which could attract more customers to its offerings.
- Market Expansion Plans: SambaNova aims to expand its cloud services for running AI models and is looking to sell clusters that can be operated in client data centers, further enhancing its market share and fostering closer collaborations with major AI labs.
See More
Mobileye Partners with Elektrobit to Advance Autonomous Driving
- Safety Application Integration: The integration of EB corbos Linux for Safety Applications into Mobileye Drive™ marks a significant advancement in the autonomous driving sector, serving as a foundation for global OEMs and robotaxi vendors, which is expected to enhance market competitiveness.
- Functional Safety Certification: EB corbos Linux is the world's first open-source operating system assessed to comply with automotive functional safety standards, having received a positive technical assessment for ASIL B and SIL2 by TÜV Nord, ensuring its safety in high-performance computing applications.
- Market Application Prospects: The Mobileye Drive system is designed to support fully autonomous robotaxis, ride-pooling, and public transport, which is anticipated to drive mass production of autonomous vehicles in the coming years, addressing market demands for safety and reliability.
- Accelerated Industry Collaboration: The partnership between Elektrobit and Mobileye reflects the close collaboration between automakers and technology companies in advancing autonomous driving, which is expected to accelerate innovation and drive the industry towards the transition to software-defined vehicles.
See More
Integration of EB corbos Linux into Mobileye Drive™ for Autonomous Vehicles
- Safety Application Integration: The integration of EB corbos Linux for Safety Applications into Mobileye Drive™ represents the world's first open-source operating system compliant with automotive functional safety standards, enhancing the safety and reliability of autonomous driving systems and expected to accelerate the adoption of self-driving technology.
- Technical Assessment Approval: This system has received a positive technical assessment from TÜV Nord for ASIL B and SIL2 based on ISO 26262 and IEC 61508 standards, ensuring safety in high-performance computing domains, which further strengthens automotive manufacturers' competitive edge in the market.
- Market Application Prospects: Mobileye Drive™ is designed as a scalable autonomous driving system to support fully autonomous robotaxis, ride-pooling, and public transport, which is expected to provide significant market opportunities for automakers and transport operators, driving rapid industry growth.
- Deepening Industry Collaboration: The partnership between Elektrobit and Mobileye reflects the automotive industry's close collaboration in the field of autonomous driving, with both parties committed to advancing safe and scalable innovations to facilitate the development of reliable autonomous driving systems in the future.
See More
Intel Partners with SambaNova for AI Inference Solutions
- Partnership Announcement: Intel has signed a multi-year deal with AI chip startup SambaNova to provide a powerful alternative to GPU-centric AI inference solutions, which is expected to accelerate enterprise adoption of large-scale AI deployments.
- Funding Support: Intel is participating in a $350 million funding round for SambaNova, demonstrating confidence in the startup, while new CEO Tan is also an early investor, further strengthening the strategic partnership.
- Technology Integration: SambaNova's new AI chip, the SN50, outperforms Nvidia's B200, processing data at a rate of 895 tokens per second per user, significantly enhancing inference service efficiency and likely attracting more enterprise customers.
- Positive Market Reaction: Intel's shares rose nearly 2% following the partnership announcement, indicating a positive market response to the collaboration, although retail sentiment on Stocktwits remains bearish.
See More
Meta Signs Multi-Billion Dollar Chip Deal with AMD
- Massive Chip Agreement: Meta's multi-year deal with AMD involves deploying up to 6 gigawatts of graphics processing units (GPUs), which will significantly enhance Meta's computing capabilities in AI data centers, expected to have a profound impact on its AI expansion strategy.
- Efficient Infrastructure: AMD CEO Lisa Su stated that the company will deliver high-performance, energy-efficient infrastructure optimized for Meta's workloads, thereby accelerating one of the industry's largest AI deployments and enhancing AMD's competitive position in the global AI market.
- Intensified Market Competition: This agreement marks a critical development for AMD in the AI chip market, as it seeks to catch up with Nvidia; the first deployment of customized GPUs could enable AMD to capture more market share in the coming years.
- Capital Expenditure Commitment: Meta committed to up to $135 billion in capital expenditures this year, as stated in its earnings report, to keep pace with industry giants, planning to build 30 data centers, including 26 in the U.S., showcasing its ambitious goals in the AI sector.
See More
Intel Joins $350M Funding Round for SambaNova Systems
- Significant Funding Round: SambaNova Systems successfully raised $350 million in its Series E financing, with participation from Intel Capital, Vista Equity Partners, and T. Rowe Price, aimed at expanding manufacturing and cloud capabilities, thereby enhancing its competitive position in the AI market.
- Strategic Partnership: Intel has formed a partnership with SambaNova, with CEO Lip-Bu Tan also serving as executive chairman, indicating Intel's commitment to the AI chip market and expected to drive collaborative growth in AI technologies.
- Enhanced Product Performance: The newly launched SN50 accelerator delivers five times the compute power and four times the network bandwidth compared to its predecessor, which is expected to attract more customers, particularly with SoftBank set to be the first to deploy it in next-generation AI data centers.
- Broad Market Potential: This funding and partnership not only provide SambaNova with essential capital but also bolster Intel's positioning in the AI hardware sector, likely driving an increase in market share within the rapidly evolving AI industry.
See More
SambaNova Appoints Semiconductor Veteran Lip-Bu Tan as Executive Chairman
- Strategic Partnership: SambaNova has entered into a multi-year collaboration with Intel to adopt Intel server chips and graphics cards, aiming to enhance the performance of its generative AI models and strengthen its market position against Nvidia's dominance.
- Funding Injection: Intel's participation in a $350 million funding round for SambaNova reflects confidence in the startup, despite Intel's revenue decline over the past four years, potentially supporting its resurgence in the AI chip market.
- New Product Launch: SambaNova has unveiled its new SN50 chip, claiming it outperforms Nvidia's B200 system GPUs while providing greater computing power at the same price, which could attract more customers to its offerings.
- Market Expansion Plans: SambaNova aims to expand its cloud services for running AI models and is looking to sell clusters that can be operated in client data centers, further enhancing its market share and fostering closer collaborations with major AI labs.
See More
