May 15th, 2026
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.







