Matt Bryson of Wedbush comment

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 securing inference IP while competitors struggle with ASIC execution.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531499768611120,"tweetId":"531499768611120","gmtCreate":1770776193000,"gmtModify":1770788512540,"author":{"id":3527667613087911,"idStr":"3527667613087911","authorId":3527667613087911,"authorIdStr":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","vip":8,"userType":8,"introduction":"Investing is like a box","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":127,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Matt Bryson of Wedbush comments on <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>'s $100M+ investment into SambaNova. He notes that the value of AI design talent is increasing. Meanwhile, not all custom ASIC efforts are progressing as planned, highlighting the inherent difficulties in designing and building an AI processor. Hence, the perceived value of SambaNova lifting makes sense to us.\nIn other words, building custom AI chips is harder than everyone thought. Companies that already have working silicon, like SambaNova, are becoming more valuable, not less. At SambaNova, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>'s CEO Tan serves as executive chairman.\n<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> isn't merely investing $100M. It is securing inference IP while competitors struggle with ASIC execution.</body></html>","htmlText":"<html><head></head><body>Matt Bryson of Wedbush comments on <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>'s $100M+ investment into SambaNova. He notes that the value of AI design talent is increasing. Meanwhile, not all custom ASIC efforts are progressing as planned, highlighting the inherent difficulties in designing and building an AI processor. Hence, the perceived value of SambaNova lifting makes sense to us.\nIn other words, building custom AI chips is harder than everyone thought. Companies that already have working silicon, like SambaNova, are becoming more valuable, not less. At SambaNova, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>'s CEO Tan serves as executive chairman.\n<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> isn't merely investing $100M. It is securing inference IP while competitors struggle with ASIC execution.</body></html>","text":"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 securing inference IP while competitors struggle with ASIC execution.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531499768611120","repostId":0,"isVote":1,"tweetType":1,"viewCount":65,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":616,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531499768611120"}