Story thread · 7 reports / 7 sources

Positron AI Raises $875M to Prove Commodity Memory Can Beat HBM in Inference

techtimes.com · 2dShare

Positron AI raised $875 million at a $5 billion valuation to fund Asimov, a custom inference chip using commodity LPDDR5X memory instead of scarce HBM, claiming over 90% memory bandwidth utilization versus under 30% for GPU inference -- a claim that remains unverified ahead of the chip's 2027 production ramp.

First report: Chipmaker Positron nabs $875M to speed up inference with consumer-grade memory — siliconangle.com, 4d