Intel Deepens AI Offensive with Major Investment and Multiyear Pact with SambaNova
Feb 25, 2026 (19 hr ago)
Positive
Intel strategically invested $350 million in AI startup SambaNova, securing a multiyear collaboration to deploy its server processors and graphics cards.
Strategic AI Ecosystem Expansion via SambaNova Partnership
- Intel participated in SambaNova's $350 million funding round, solidifying a multiyear collaboration to challenge Nvidia's AI accelerator dominance3, 5
- SambaNova will adopt Intel server processors and graphics cards under the agreement, coordinating sales and marketing initiatives for AI solution deployment3, 5
- This move supports Intel's internal development of its own graphics card technology aimed at improving competitiveness in the AI chip market3
- The partnership is intended to accelerate the development of machine learning technologies crucial for Intel's future growth trajectory6
Recent Quarterly Operational Strength
- Fourth-quarter 2025 revenue reached $13.7 billion, exceeding expectations and marking the fifth consecutive quarter above the company's outlook range1
- Non-GAAP gross margin achieved 37.9%, surpassing guidance by approximately 140 basis points, alongside positive adjusted free cash flow of $2.2 billion1
- The company continues its strategic pivot toward supporting data-driven industries and expanding its foundry services offerings1
Near-Term Supply Dynamics and Pricing Adjustments
- First-quarter guidance is characterized as constrained by meaningful supply limitations, potentially affecting customer confidence in foundry execution2
- Intel planned to raise server CPU prices by up to 10% in the Chinese market due to reported supply tightness and extended lead times4, 5
- The company maintains a production agreement with Amazon to manufacture custom Xeon 6 server chips, indicating ongoing core business activity4
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