Position in SVTR
Snapshot 2026-11-04- Startup SignalsTop 5%↓3
- ComputeTop 10%↓1
- Chips#5of 159↓1
- Data Centers#7of 79–
- Inference#9of 64↓1
About
SambaNova Systems, founded in 2017 and headquartered in Palo Alto, California, USA, develops proprietary reconfigurable dataflow architecture AI chips (SN40/SN50) and integrated inference systems, delivering on-premises, full-stack AI inference infrastructure for enterprises and governments as an alternative to Nvidia GPUs.
Technology & BusinessWhat · How · Which stage
Stack LayerChipsHighEvidence
自研可重构数据流架构 AI 芯片 SN40/SN50 及配套推理系统
Source：Official site · Updated 2026-09-10 · View source
Technology PathDigital CMOSHighEvidence
自研可重构数据流架构 AI 芯片 SN40/SN50 及配套推理系统
Source：Official site · Updated 2026-09-10 · View source
DeploymentCloud / Data CenterHighEvidence
自研可重构数据流架构 AI 芯片 SN40/SN50 及配套推理系统
Source：Official site · Updated 2026-09-10 · View source
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Funding history
- 2026-07-08Series F$1.0B
Investors · BlackRock, Battery Ventures, QIA, General Atlantic, Intel Capital, Seligman Ventures, Vista Equity, T. Rowe Price, Capital GroupSource · businesswire.com ↗
- 2026-02Series D+$350M
Investors · Battery Ventures, Mayfield, Intel Capital, Cambium Capital, Vista EquitySource · SVTR Weekly #144 ↗
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- SambaNova Systems
AI chips and inference systems (an alternative to Nvidia).
Series D+ · $1.8B · 2026-07
$1.8B
United States
BusinessLatest roundTotal raisedDate- Etched
Transformer-specific inference ASIC chip (Sohu) and inference servers
Series C · $1.9B · 2026-07 · Valuation $10B
$1.9BValuation $10B - Positron AI
Develops dedicated AI accelerators for large model inference, with an architecture built around memory capacity and bandwidth rather than raw compute
Series C · $1.2B · 2026-09 · Valuation $5.0B
$1.2BValuation $5.0B - Cerebras Systems
Wafer-scale AI chips and supercomputers, and AI training/inference cloud services based on its own hardware.
Series D+ · $2.9B · 2026-02 · Valuation $23B
$2.9BValuation $23B
China
BusinessLatest roundTotal raisedDate- Fangqing Technology
Multi-core NPU AI chips, hardware and software stack on a disaggregated architecture routing attention and FFN to dedicated hardware for LLM inference
Series A1 · $71M · 2026-08 · Valuation $1.5B
$71MValuation $1.5B - Enflame
Cloud AI training and inference chips, AI accelerator cards and modules, intelligent computing systems and clusters…
IPO · $1.3B · 2026-09
$1.3B - NanoCoreChip
3D compute-in-memory (3D-CIM) AI inference chips
Series C · $293M · 2026-10
$293M
Europe
BusinessLatest roundTotal raisedDate- Fractile
Compute-in-memory AI inference chips and complete systems for data centers
Series C · 2026-10 · Valuation $6.5B pre-money
—Valuation $6.5B pre-money - Olix
Photonic AI inference chip (DX-1/optical tensor processing unit) that uses SRAM plus photonic interconnects to bypass the HBM bottleneck…
Series B · $532M · 2026-08 · Valuation $3.3B
$532MValuation $3.3B - VSORA
High-performance AI inference chips for automotive, mobile and data center applications
Undisclosed · $46M · 2025-05
$46M
Other / unspecified
BusinessLatest roundTotal raisedDate- Rebellions
Designs the AI inference chip Rebel100 along with companion servers and full racks, for telecom operators and data centers to run agent inference
Pre-IPO · $898M · 2026-03 · Valuation $2.3B
$898MValuation $2.3B - FuriosaAI
Develops the RNGD data center inference accelerator card and the WARBOY vision NPU for enterprises running large model inference
Series D+ · $745M · 2026-10 · Valuation $2.9B
$745MValuation $2.9B - Tenstorrent
Develops processors and software that enhance AI and machine learning capabilities
Series D+ · $2.3B · 2026-10 · Valuation $6.2B
$2.3BValuation $6.2B
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
Maverick Silicon
22 Compute deals in the last 24 months · 4 at a nearby stage · 17 in Silicon Valley
Request intro →NVIDIA
22 Compute deals in the last 24 months · 8 at a nearby stage · 15 in Silicon Valley
Request intro →Andreessen Horowitz
14 Compute deals in the last 24 months · 2 at a nearby stage · 12 in Silicon Valley
Request intro →Atreides Management
13 Compute deals in the last 24 months · 7 at a nearby stage · 13 in Silicon Valley
Request intro →Valor Equity Partners
13 Compute deals in the last 24 months · 5 at a nearby stage · 13 in Silicon Valley
Request intro →General Catalyst
12 Compute deals in the last 24 months · 5 at a nearby stage · 12 in Silicon Valley
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.