SambaNova CEO: AI's Next Phase Is Efficiency and ROI

SambaNova CEO Rodrigo Liang says the AI infrastructure boom is entering a new phase focused increasingly on inference, efficiency and return on investment. As the company closes its Series F with new strategic investors, Liang discusses why enterprises including JPMorgan are running AI infrastructure behind their own firewalls and why frontier models and private AI systems can coexist. He joins Bloomberg's Dani Burger from the CAIS Summit in Beverly Hills, live on "Bloomberg Tech." Liang explains that as AI models become more powerful, the focus is shifting from training to inference, where efficiency and cost-effectiveness are critical. He highlights how SambaNova's technology enables enterprises to deploy AI securely and at scale, addressing concerns about data privacy and control. The conversation also touches on the competitive landscape, with Liang sharing his views on the future of AI and the role of specialized hardware. He emphasizes that the next wave of AI innovation will be driven by practical applications that deliver measurable business value.