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AI Industry Map / Chips / SambaNova
Chip designInference providers Supplier to the AI builders

SambaNova

Designs AI chips and systems for running large models for companies and governments.

Value
About $11B after a round of about $1B (July 2026)
Growth
Valuation more than doubled in about five months (reported)
Based in
Palo Alto, US
Listed
Private
Why it is winning

General Atlantic led the July 2026 round, and the company plans to list in 2027.

The risk to watch

It is a small challenger against Nvidia, and its valuation has been reported differently by different sources.

Money coming in

Who pays SambaNova, and for what.

No customers of SambaNova mapped yet.

Money going out

Who SambaNova pays to do what it does.

No suppliers of SambaNova mapped yet.

Where it sits on the map

Competitors and neighbours

Nvidia
NVDA Supplier

Designs the GPUs that train and run most big AI models, and the CUDA software they run on.

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Open profile
OpenAI

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Open profile
Google
GOOGL

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

Open profile
Amazon
AMZN Supplier

Designs its own Trainium AI chips and rents them out through AWS.

5% of AI chip supply (Epoch AI)

Open profile
Broadcom
AVGO Supplier

Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.

AI chip revenue $16.7B in a quarter, up 221%

Open profile
Groq
Supplier

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

Open profile
Cerebras
CBRS Supplier

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Open profile
Marvell Technology
MRVL Supplier

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Open profile
Arm
ARM Supplier

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

Open profile

Sources: abven.com, verdict.co.uk, vktr.com, convergedigest.com

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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