SambaNova and Intel Announce Blueprint for Heterogeneous Inference: GPUs for Prefill, SambaNova RDUs for Decode, and Intel® Xeon® 6 CPUs for Agentic Tools Business Wire
SambaNova and Intel Announce Blueprint for Heterogeneous Inference: GPUs for Prefill, SambaNova RDUs for Decode, and Intel® Xeon® 6 CPUs for Agentic Tools Business Wire
Roman Tiraspolsky SA analysts expressed skepticism about the run-up in Intel ( INTC ) shares this week amid news the company was joining Elon Musk's Terafab AI chip project. Intel announced on X early Tuesday that it was joining the venture, which also includes Musk's SpaceX ( SPACE ), xAI ( X.AI ), and Tesla ( TSLA ). "Our ability to design, fabricate, and package ultra-high-performance chips at ...
Roman Tiraspolsky SA analysts expressed skepticism about the run-up in Intel ( INTC ) shares this week amid news the company was joining Elon Musk's Terafab AI chip project. Intel announced on X early Tuesday that it was joining the venture, which also includes Musk's SpaceX ( SPACE ), xAI ( X.AI ), and Tesla ( TSLA ). "Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics," Intel said in its post. News of the Terafab agreement helped push Intel shares notably higher this week, with the stock gaining roughly 15% since Monday's close. Seeking Alpha analyst Summit Research said on Wednesday that while the Terafab announcement helped boost sentiment for the stock, the "collaboration is likely being over-read, as INTC's anticipated role at the process architecture and design level, rather than as a manufacturing partner, yields a lower revenue share." "Although I see Intel’s latest participation in the Terafab project as incrementally positive, it remains a far cry from what’s needed to maintain durability in the stock’s latest headline-driven rally," added Summit, which has a hold rating on the stock . SA analyst Uttam Dey , meanwhile, downgraded Intel to hold , noting that while the Terafab deal was good news for Intel long term, "Intel's near-term revenue outlook remains flat, with major contributions from Terafab not expected before 2027." "While I am happy about my massive call on Intel last year, I am downgrading my view on Intel to a neutral stance, advising investors to start fading any rally from here on," Dey added. More on Intel Intel: Terafab's Hidden Catch Intel's $25B Terafab Deal - Your Chance To Cash Out Intel: Buying Back The Fab 34 Stake Is Not A Good Idea Chip and AI-related stocks spring as US and Iran agree to temporary ceasefire Intel joins SpaceX, Tesla and xAI in Terafab chip production project