The expansion of Ambarella's partnership with Quanta Computer is likely to be viewed positively by investors as it could lead to the development of new AI products and solutions, which may increase the company's competitive edge and revenue potential. The news directly involves Ambarella and its core business of AI vision silicon, making it highly relevant and important to the company's future growth. The confidence score reflects the typical market response to such strategic partnerships, although the actual impact will depend on the execution and market reception of the new AI solutions.