Challenging NVIDIA on training throughput has been a losing proposition for every GPU alternative that has tried it. SambaNova's pivot toward agentic inference cost is a structural acknowledgment that the addressable market has shifted. As argues, the volume of inference tokens in complex enterprise workflows will dwarf current chatbot-style usage — which means the unit economics of inference become the constraint that determines whether any given AI application is commercially viable. Intel Capital's participation in the round, after rumors of an acquisition, positions…