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SambaNova co-founder Kunle Olukotun details how specialized chip and memory architectures challenge traditional GPUs in AI inference

The Stanford computer architect previously pioneered multicore processors.

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Nathan Labenz@labenz#1411inTech

Today on @AI_in_the_AM:

Kunle Olukotun, co-founder & Chief Technologist of @SambaNovaAI, the Stanford architect behind modern multicore.

We'll get his take on the Cambrian explosion of new chip architectures and the competitive landscape in inference

https://x.com/i/broadcasts/1aKbddvywaRJX

8:52 AM · Jul 2, 2026 · 364 Views

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Cat Cosmo@aaace55051

@labenz @AI_in_the_AM @SambaNovaAI Olukotun built the blueprint everyone copies now. Here's the tension: custom silicon solves today's bottlenecks while general-purpose GPUs bet on tomorrow's unknown workloads. Both play — but only one captures the margin squeeze right now.