Intel Doubles Down On AI Chips Memory And Security With Google

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• Intel plans to invest in AI chip startup SambaNova Systems to support its artificial intelligence roadmap.

• The company has unveiled a Z-Angle Memory (ZAM) prototype that is aimed at improving memory power usage and storage density.

• Intel is working with Google on new CPU security features to strengthen hardware level protections.

Intel (NasdaqGS: INTC) is leaning into AI and security at a time when its share price sits at $46.48 and its 1 year return stands at 92.6%. The stock is also up 18.0% year to date, which indicates that investors have been paying close attention to the company’s efforts to reposition itself in key growth areas.

For you as an investor, the combination of an AI focused investment, new memory technology and a security partnership with Google presents Intel as a company in the middle of a meaningful technology shift. The way these initiatives progress, and how quickly they move from prototype and partnership to real products and revenue, will be important markers to watch over the coming quarters.

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2 things going right for Intel that this headline doesn’t cover.

For Intel, the planned US$100m investment in SambaNova, the Z-Angle Memory prototype and the Google security work all point in the same direction: a push to stay relevant across the AI stack rather than just selling general purpose CPUs. SambaNova brings AI chip design talent and software know how that could help Intel respond to Nvidia and AMD in data center AI workloads. Z-Angle Memory, with its focus on lower power use and higher density, speaks directly to the cost and energy constraints that large AI clusters face. The Google collaboration around Trust Domain eXtensions underlines that Intel wants its CPUs to be seen as a secure base for cloud and AI workloads, not just fast ones.

• The push into AI specific hardware through SambaNova and advanced memory aligns with the narrative that Intel is refocusing its portfolio on AI workloads and higher value projects.

• These moves also highlight the execution challenge that the narrative flags. Intel still needs to prove it can integrate acquisitions, partnerships and new architectures quickly enough to close the gap with established AI leaders like Nvidia and AMD.

• The Z-Angle Memory work and deeper security collaboration with Google add a memory and security angle that is not fully reflected in the original narrative, which focused more on CPUs, foundry and organizational restructuring.

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Intel to help decide what it’s worth to you.

• ⚠️ Execution risk around integrating SambaNova’s technology and talent into Intel’s existing product roadmap, especially while competitors like Nvidia and AMD are already entrenched in AI data centers.

• ⚠️ The Z-Angle Memory and security collaborations are still early stage, so there is a risk that technical hurdles or slow adoption limit their commercial impact.

• 🎁 If successful, the SambaNova investment could broaden Intel’s AI product set and strengthen its position in high value accelerator markets.

• 🎁 Z-Angle Memory and Google backed CPU security features could make Intel more attractive for power constrained and security sensitive workloads, supporting its case as a full stack AI hardware provider.

From here, you may want to watch for concrete product announcements that tie SambaNova’s technology into Intel’s roadmaps, such as AI accelerators packaged with Intel CPUs for data centers. Any roadmap milestones or partner trials for Z-Angle Memory will help you judge how quickly it could move from prototype to commercial memory products. On the security side, keep an eye on how widely cloud providers adopt the updated Trust Domain eXtensions and whether Intel highlights this in future server CPU launches. Together, these updates will show whether today’s announcements translate into differentiated products that can compete with Nvidia, AMD and other AI hardware suppliers.

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Companies discussed in this article include INTC.

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