The problem
Enterprises and sovereign clouds need efficient AI inference hardware
What they do
AI chips (RDUs) and full-stack inference platform, incl. SambaCloud
Traction Record 2025 bookings; ~$100M revenue (GetLatka est.); SN50 chip shipped
Hiring trend
- Open roles
- 60
- Ops roles
- 4
- Headcount
- ~409
~409 staff (-8.9% YoY); 61 open roles
Hiring in
- San Jose
- Austin
- Bengaluru
- Remote (US)
Latest news
Feb 2026
Raised $350M Series E after Intel acquisition talks fell through; Intel invested ↗Funding
- Last round
- $350M
- Stage
- Series E
- Date
- Feb 2026
Led by Vista Equity Partners, Cambium Capital
- Hiring+260 open roles on the live job board (30+ roles = +2)
- Funding recency+1.5Series E · $350M, Feb 2026 (8 months ago): 6–12 months = +1, $100M+ round +0.5
- Traction+0.75Some growth: Record 2025 bookings; ~$100M revenue (GetLatka est.); SN50 chip shipped
- Red flags−11 significant flag in the last 24 months, −1 eachLaid off 77 (15%) Apr 2025; headcount -8.9% YoY; valuation down from $5B (2021) to ~$2.2BEE Times, Apr 2025 ↗ · Ry Walker Research, 2026 ↗
- Total3.252 + 1.5 + 0.75 − 1 = 3.25 → Steady (1.5–3.49)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: cheaper at size
Real chips, but behind bigger AI chip rivals, with layoffs and a lower valuation.
Sources: EE Times: SambaNova raises $1B, signs JPMorganChase (Jul 2026) ↗
Watch-outs
Laid off 77 (15%) Apr 2025; headcount -8.9% YoY; valuation down from $5B (2021) to ~$2.2B
Sources: EE Times, Apr 2025 ↗ · Ry Walker Research, 2026 ↗
Last checked Oct 25, 2026