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This Week’s Bonus Content

Intel Snaps Up AI Tech for Pennies on the Dollar

Submitted by Jeffrey Neal Johnson. Posted: 12/17/2025. 

Key Points

• The potential acquisition allows Intel to secure advanced artificial intelligence technology and engineering talent at a fraction of previous valuations.
• This deal targets the growing market for inference rather than training, which aligns perfectly with the strategic goals of the new executive leadership.
• Existing leadership connections between the two companies provide a unique advantage, helping ensure the successful integration of the new technology.

Intel Corporation (NASDAQ: INTC) spent 2025 executing a turnaround many on Wall Street considered impossible. After a grueling year of restructuring, workforce reductions and factory delays, the stock has staged a notable recovery. Shares are up roughly 87% year-to-date and are holding near the $37.50 level.

While aggressive cost-cutting and stabilization of its foundry business drove the initial rebound, the company is now shifting strategy. Intel appears to be moving from defense to offense.

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According to recent reports, Intel is in late-stage talks to acquire artificial intelligence startup SambaNova Systems for about $1.6 billion. For observers of the semiconductor sector, the potential deal represents a meaningful pivot. Rather than a desperate bid for relevance, this looks like a strategic move: Intel is using renewed financial strength to buy distressed but valuable assets, fast-tracking its AI roadmap without the time and expense of building everything in-house.

The Art of the Discount

The most striking element of this potential transaction is the price. Intel is reportedly negotiating a purchase price near $1.6 billion. To appreciate the scale of the discount, investors should recall the height of the AI funding boom.

In 2021, at its peak funding rounds, SambaNova was valued at more than $5 billion. If the deal closes at the reported figure, Intel would be acquiring the company at roughly a 68% discount. That steep markdown speaks more to market dynamics than to the intrinsic quality of the technology.

Why the Discount?

• The capital crunch: Elevated interest rates have made borrowing more expensive for startups.
• The NVIDIA moat: NVIDIA’s dominance has captured the bulk of revenue, making it harder for second-tier players to raise the capital needed to scale.
• Market timing: Intel is striking while the market is fearful, buying a company that once had unicorn status for a fraction of its prior valuation.

For Intel shareholders, this signals a more disciplined approach. The company has faced criticism for empire-building and paying large premiums for acquisitions, such as the $15.3 billion purchase of Mobileye (NASDAQ: MBLY). This deal would flip that narrative: Intel is behaving like a value investor, acquiring engineering talent and intellectual property at discounts. It’s a relatively low-risk financial bet with potentially high technological upside.

The Inside Man Advantage

Mergers and acquisitions in the technology sectoroften stumble on unknowns—clashing cultures, hidden technical debt or key engineers who depart after an acquisition. In this case, Intel may have an unusual advantage: CEO Lip-Bu Tan.

Before taking the helm at Intel in March 2025, Tan served as Executive Chairman of SambaNova and was a founding investor through his venture firm, Walden International. While that relationship raises governance and conflict-of-interest questions, it also acts as a powerful de‑risking factor for investors.

Why the insider connection matters:

• No guesswork: Tan is familiar with SambaNova’s technology and its capabilities.
• Talent retention: Having worked with the engineering team for years increases the chances key personnel will stay.
• Roadmap alignment: Tan understands how the architecture fits into Intel’s broader plans because he helped shape both strategies.

Tan has reportedly recused himself from the final vote to satisfy governance requirements, leaving the decision to the Audit Committee and CFO David Zinsner. Still, his deep familiarity with the asset serves as an unusually thorough form of due diligence, reducing the execution risk that has hindered some of Intel’s past AI integrations.

Winning the War for Inference

To see why Intel might value SambaNova, investors should distinguish between the two main phases of AI: training and inference.

Think of training as sending the AI to school. It’s an intensive, expensive process in which a model learns from massive datasets and typically requires brute-force compute power—today dominated by NVIDIA’s (NASDAQ: NVDA) power-hungry GPUs.

Inference is the AI doing its daily work—answering chatbot queries, generating images or analyzing reports. Inference happens millions of times a day and prioritizes efficiency and low cost over raw horsepower.

The SambaNova solution

SambaNova designs a distinctive chip architecture called a Reconfigurable Dataflow Unit (RDU). Rather than following traditional GPU architectures, RDUs are built to tackle the “memory wall”—the inefficiency caused when data must shuttle back and forth between memory and processor. SambaNova’s architecture keeps data flowing more efficiently through the chip, reducing latency and energy use.

By acquiring this technology, Intel appears to be executing a strategic pivot:

1. Conceding training: Intel is implicitly acknowledging it may not displace NVIDIA in brute-force training hardware.
2. Targeting inference: It is positioning itself to lead the enterprise inference market.

Analysts project inference could become a larger market than training by 2027 as companies run AI models continually. Pairing Intel’s existing Gaudi accelerators with SambaNova’s software and hardware could create a compelling offering for enterprise customers that care more about power bills than peak performance numbers.

Recycling Cash for Growth

One persistent concern for Intel investors is cash flow. Building semiconductor fabs is among the most capital-intensive endeavors in manufacturing. So can Intel afford a $1.6 billion acquisition right now?

A review of the balance sheet suggests it can. Intel exited the third quarter of 2025 with $30.9 billion in cash and short-term investments. A $1.6 billion purchase would be roughly 5% of that liquidity—a manageable deployment of capital.

Why the Reduce Rating Is Wrong

The proposed acquisition of SambaNova checks several boxes for a bullish investment thesis. It fills a gap in Intel’s portfolio, helping transform the company from primarily a component maker into a broader AI solutions provider.

The financial downside appears limited: the depressed purchase price means integration problems would likely be a modest write-off rather than a catastrophic loss.

Conversely, a successful integration could unlock a very large market opportunity in AI inference.

Current analyst consensus rates Intel as a Reduce, a stance grounded more in past missteps than in the company’s recent execution. This acquisition could be the catalyst for Wall Street to re-rate Intel’s multiple.

By demonstrating it can buy and integrate top-tier AI technology at a discount, Intel would strengthen the case that it is no longer just a legacy chipmaker but a serious contender in the future of AI infrastructure.

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