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SambaNova chief executive Rodrigo Liang says the AI infrastructure race is shifting towards inference, efficiency and returns on investment. He also says enterprises including JPMorgan are running AI infrastructure behind their own firewalls, while frontier models and private AI systems can coexist.
Why it mattersLiang made the comments in a Bloomberg interview as SambaNova closes a Series F with new strategic investors. It is a useful signal of where one AI infrastructure company sees demand moving, though the interview summary does not quantify that shift.
Discuss: Will demand for private, behind-the-firewall AI grow faster than demand for frontier models, or can the two markets expand together?
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