英特尔在收购芯片初创公司SambaNova的计划中迈出重要一步。
内容来源：https://www.wired.com/story/intel-signs-term-sheet-sambanova-ai/
内容总结：
据知情人士向《连线》杂志透露，英特尔已签署条款清单，计划收购人工智能芯片初创企业SambaNova Systems。目前该条款清单具体内容尚未公开，且协议不具约束力，交易最终能否完成仍存变数，预计还需数周甚至数月时间完成监管审批、债务审查及财务尽调等程序。
去年10月末，彭博社首次披露英特尔对该公司的收购意向，当时谈判尚处早期阶段。报道指出，此次收购价可能低于SambaNova在2021年4月获得的50亿美元估值。值得关注的是，英特尔首席执行官陈立武目前兼任SambaNova董事会主席，而正在拆分独立运营的英特尔资本也曾投资该公司。另一投资方日本软银集团今年早些时候亦对英特尔进行了重大投资。
公开资料显示，SambaNova由斯坦福大学教授Kunle Olukotun、Christopher Ré及前甲骨文高管Rodrigo Liang于2017年在加州帕洛阿尔托创立，专注于开发面向大模型推理计算的人工智能芯片平台。截至2025年初，该公司累计融资达11.4亿美元，曾在2020年获黑岩集团、英特尔资本等机构2.5亿美元投资，次年更在软银愿景基金领投下估值冲至50亿美元。但据《信息报》报道，其隐含估值近期出现下滑，黑岩集团所持股份价值过去一年缩水17%。
分析认为，估值回调与英特尔在AI芯片领域的战略需求形成契合点。今年以来，新任CEO陈立武多次强调将聚焦债务优化、剥离非核心资产并向AI优先战略转型。今年8月，英特尔还获得美国政府89亿美元补贴用于扩大本土芯片制造，此次收购意向被视为其强化AI布局的关键举措。截至发稿前，SambaNova方面拒绝置评，英特尔未回应采访请求。
中文翻译：
据两位直接知情人士向《连线》杂志透露，英特尔已签署一份收购人工智能芯片初创公司SambaNova Systems的意向书。
该意向书的具体条款尚未公开。由于协议不具法律约束力，意味着交易尚未最终确定，双方可无条件终止合作。监管审批、债务审查及财务尽职调查等流程可能需要数周甚至数月才能完成。
英特尔对收购该初创公司的意向最早由彭博社于去年10月下旬报道。当时双方谈判尚处早期阶段。报道指出，SambaNova的出售价格可能低于其2021年4月达到的50亿美元估值。
值得注意的是，英特尔首席执行官陈立武目前兼任SambaNova Systems董事会主席。英特尔正在分拆为独立基金的英特尔资本也曾投资SambaNova Systems。该公司的另一投资方日本软银集团今年早些时候也对英特尔进行了重大投资。
SambaNova发言人拒绝对此事置评。截至发稿时，英特尔尚未回应相关问询。
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SambaNova Systems由昆勒·奥卢科通、罗德里戈·梁和克里斯托弗·雷于2017年在加利福尼亚州帕洛阿尔托联合创立。奥卢科通与雷均为斯坦福大学教授；梁此前曾任甲骨文公司高管。该公司开发的AI芯片平台专注于推理计算，即帮助大语言模型从海量数据中做出预测的运算过程。
根据PitchBook数据，截至2025年初，该初创公司已累计融资11.4亿美元。2020年，其从资产管理公司贝莱德、英特尔资本、风投公司GV等机构获得2.5亿美元融资，估值随之升至25亿美元。次年，在软银愿景基金二期领投的6.76亿美元巨额融资后，公司估值达到50亿美元。
然而据科技媒体The Information报道，此后该公司隐含估值持续下跌——过去一年间贝莱德已将其持有的SambaNova股份价值减记17%。这一现状，加之英特尔在AI芯片领域长期落后于行业同行，可能促使后者将SambaNova列为收购目标。
今年早些时候接任首席执行官后，陈立武曾表示将着力改善英特尔债务状况，分拆非核心资产，并向"AI优先"战略转型。这家陷入困境的芯片制造商还在8月获得美国政府89亿美元注资，计划用于扩大本土半导体制造产能。
英文来源：
| Intel has signed a term sheet to acquire the AI chip startup SambaNova Systems, two sources with direct knowledge of the agreement tell WIRED. The details of the term sheet are unknown. The agreement is non-binding, meaning the deal is not yet finalized and could be dissolved without penalty. It could take weeks or even months before regulatory approval, liability scrutiny, and financial due diligence are complete. Intel’s interest in acquiring the startup was first reported by Bloomberg in late October. At the time, the talks were in the early stages. The report noted that SambaNova could sell for less than the $5 billion valuation it had reached in April 2021. Notably, Intel CEO Lip-Bu Tan is currently the chairman of SambaNova Systems. Intel Capital, which Intel is in the process of spinning off into a standalone fund, has also invested in SambaNova Systems. Another investor in SambaNova, Japan’s SoftBank Group, made a major investment in Intel earlier this year. A spokesperson for SambaNova declined to comment. Intel had not yet responded to requests for comment at the time of publication. |
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SambaNova Systems was founded in 2017 in Palo Alto, California by Kunle Olukotun, Rodrigo Liang, and Christopher Ré. Olukotun and Ré are Stanford professors; Liang previously worked as an executive at Oracle. SambaNova Systems makes an AI chip platform for inference computing, a process where large language models make predictions from vast amounts of data.
As of early 2025, the startup had raised a total of $1.14 billion in funding, according to PitchBook data. In 2020 it raised $250 million from asset manager BlackRock, Intel Capital, the venture firm GV, and other investors, bringing the startup’s valuation to $2.5 billion. The following year, SambaNova was valued at $5 billion after a massive funding round of $676 million, led by SoftBank’s Vision Fund 2.
However, the startup’s implied valuation has dropped since then, with BlackRock reportedly cutting the value of its SambaNova shares by 17 percent over the past year, according to The Information. That likely made it a target for Intel, along with the fact that Intel has lagged the rest of the chip industry in making AI chips.
After taking on the top job earlier this year, Intel CEO Tan said he intends to shore up Intel’s debt, spin off the company’s non-core assets, and shift to AI-first strategies. The troubled chipmaker also received an $8.9 billion infusion of capital from the US government in August, which it plans to use to expand domestic semiconductor manufacturing.
文章标题：英特尔在收购芯片初创公司SambaNova的计划中迈出重要一步。
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