Matt Bryson of Wedbush comments on $Intel(INTC)$ 's $100M+ investment into SambaNova. He notes that the value of AI design talent is increasing. Meanwhile, not all custom ASIC efforts are progressing as planned, highlighting the inherent difficulties in designing and building an AI processor. Hence, the perceived value of SambaNova lifting makes sense to us. In other words, building custom AI chips is harder than everyone thought. Companies that already have working silicon, like SambaNova, are becoming more valuable, not less. At SambaNova, $Intel(INTC)$ 's CEO Tan serves as executive chairman. $Intel(INTC)$ isn't merely investing $100M. It is se
$Intel(INTC)$ showing an 8x size chip means they've effectively 'broken' the size limit. They can build a chip almost 3x bigger than $NVIDIA(NVDA)$ 's best. IP secured.