## SambaNova Systems

**Hardware-software stack for running and scaling enterprise generative AI workloads**

## Valuation

**$11.00B** (2026)

## Funding

**$2.50B** (2026)

[View PDF](/content/document/sambanova-systems/export/pdf/index.html)

### Details

- **Headquarters:** Palo Alto, United States
- **CEO:** Rodrigo Liang
- **Website:** [sambanova.ai](https://www.sambanova.ai/)

### Milestones

- **Founding Year:** 2017

## Overview

### Valuation & Funding

SambaNova Systems was valued at $11B following its $1B Series F round led by General Atlantic in July 2026. This was up from $5.1B at its Series D in 2021, its last previously disclosed valuation. Since its 2017 founding, SambaNova has raised approximately $2.49B in total funding, with notable investors including General Atlantic, Vista Equity Partners, SoftBank Vision Fund, Intel, and BlackRock.

### Valuation & Funding History

| Date     | Event      | Valuation | Amount | Price | Status |
|----------|------------|-----------|--------|-------|--------|
| Jul 2026 | Series F   | $11.0B    | $1.0B  | —     | Closed |
| Jun 2026 | Growth     | —         | —      | —     | Announced |
| Apr 2026 | Strategic  | —         | —      | —     | Announced |
| Feb 2026 | Series E   | —         | —      | —     | Closed |
| Feb 2026 | Growth     | —         | —      | —     | Announced |
| Apr 2021 | Series D   | —         | —      | —     | Closed |
| Nov 2017 | Seed       | —         | —      | —     | Closed |

## Product

SambaNova Systems was founded in 2017 by Stanford professors Kunle Olukotun and Christopher Ré, along with former Oracle executive Rodrigo Liang. The founders set out to create a new type of AI chip architecture that could handle increasingly complex AI workloads more efficiently than traditional GPUs. Over 2025 and 2026, SambaNova sharpened its focus around high-speed AI inference and reorganized its product portfolio into SambaCloud, SambaStack, and SambaManaged.

### Product Offerings:

- **SambaCloud:** Provides API-based access to open-source models including DeepSeek, Llama, and MiniMax from SambaNova-operated data centers.
- **SambaStack:** Gives enterprises and governments dedicated systems hosted in the cloud or installed on-premise.
- **SambaManaged:** A turnkey service through which cloud and data center operators can launch their own inference offerings using SambaNova hardware and software, targeting deployment in approximately 90 days.

### Business Model

SambaNova Systems generates revenue through three delivery models built on the same underlying RDU infrastructure:

- **SambaCloud:** Usage-based access to models through an API.
- **SambaStack:** Dedicated hosted or on-premise systems.
- **SambaManaged:** Allows data center operators to launch managed inference clouds using SambaNova hardware and software.

## Competition

SambaNova Systems operates in the AI accelerator hardware and services market, competing across various segments:

### Traditional AI Hardware Manufacturers

- **NVIDIA**, dominating this space with 85% market share.
- Other players include **AMD** and **Intel**.

### Cloud AI Infrastructure Providers

- Major providers like **Google**, **Amazon**, and **Microsoft** develop proprietary AI chips.
- Regional cloud providers like **OVHcloud** and **SoftBank** use SambaNova RDUs.

### AI Chip Startups

Companies such as **Cerebras** and **Groq** focus on specialized inference chips paired with cloud APIs.

## TAM Expansion

SambaNova is positioned to capitalize on the explosive growth in enterprise AI adoption, addressing the acute shortage of AI talent while simplifying deployment for enterprises.

## Risks

1. **Dependency on Open Source Models:** Reliance on integrating open source models like Llama and Mistral.
2. **Hardware Commoditization Risk:** Potential erosion of competitive advantage as other chip makers advance their architectures.
3. **Enterprise Adoption Complexity:** Higher barrier to adoption due to the need for integrated hardware and software.

## News

### 1. July 11, 2026 - SambaNova Systems Secures $1 Billion in Series F Funding

This funding round elevates SambaNova's valuation to $11 billion.

### 2. July 9, 2026 - DigiTech ASEAN Thailand & AI Connect 2026

SambaNova Systems will present its solutions at a key event in Bangkok.

### 3. July 8, 2026 - SambaNova Systems raises $1 billion, achieving $11 billion valuation.

This funding reinforces SambaNova's position in the AI infrastructure market.