公众号记得加星标⭐️，第一时间看推送不会错过。 据彭博新闻社援引知情人士报道，人工智能初创公司 SambaNova Systems Inc. 在与英特尔公司的收 购谈判陷入僵局后，正寻求从科技公司和半导体制造商处筹集 3 亿至 5 亿美元资金。 据知情人士透露，这家总部位于加州帕洛阿尔托的公司在与英特尔的融资谈判破裂后，目前正在寻求 各路投资者的资金支持。由于细节尚未公开，这些知情人士要求匿名。据知情人士透露，英特尔正在 考虑是否对这家初创公司追加投资，其首席执行官陈立武同时也是 SambaNova 的董事长。 英特尔此前曾讨论过收购SambaNova，该交易对这家人工智能初创公司的估值约为16亿美元，其中 包括债务。彭博社去年12月报道了此次收购谈判。 此前报道：英特尔计划收购SambaNova 据彭博社去年年底报道，英特尔正在调整其人工智能路线图，并洽谈收购人工智能处理器设计公司 SambaNova。SambaNova是一家定制人工智能芯片开发商，此前因融资失败而寻求收购。 在取消原定于今年发布的Falcon Shores人工智能加速芯片的计划后，英特尔一直在筹划重返人工智 能 市 场 。 作 为 此 次 ...

Core Insights - Intel is reportedly in talks to acquire SambaNova Systems, an AI start-up previously valued at $5 billion, with a rumored acquisition price of $1.6 billion [1][9] Company Overview - SambaNova focuses on fast and efficient AI inference, developing custom AI chips known as Reconfigurable Dataflow Units (RDUs) [2] - The company offers a complete rack-scale solution called SambaRack, which integrates hardware, networking, and software, along with a cloud AI platform powered by its hardware [2] Previous Acquisition Context - Intel's last significant AI acquisition was Habana Labs in 2019 for approximately $2 billion, which focused on AI training processors [4] - Despite launching Gaudi 2 and Gaudi 3 under Intel, the chips failed to gain traction against Nvidia's GPUs due to an unfamiliar architecture and immature software ecosystem [5][6] Market Dynamics - Nvidia's CUDA platform has become the industry standard for accelerated computing, providing a competitive edge over Intel in the AI training market [7] - SambaNova's focus on AI inference solutions positions it in a more competitive market, where efficiency is crucial [10] Recent Developments - SambaNova has secured deals to power sovereign AI inference clouds in Australia, Europe, and the UK, and was selected by OVHcloud for its AI Endpoints solution [11] - The shift towards rack-scale AI solutions aligns with Intel's strategy after canceling Falcon Shores, indicating a potential acceleration in developing integrated systems [12] Strategic Implications - Acquiring SambaNova could help Intel gain ground in the AI infrastructure market, especially given its focus on AI inference and rack-scale solutions [13]