SambaNova Challenges Cerebras Strategy

SambaNova CEO Rodrigo Liang joined Bloomberg  Open Interest to explain why the next AI war won't be about training models, but rather it will be about  inference costs, compute shortages, and who can scale AI infrastructure profitably. In a direct contrast with Cerebras after its blockbuster IPO, Liang breaks down the coming AI supply crunch, exploding enterprise demand, and why inference could become the biggest business in tech.