The inference chip race just split from the gpu race. positron ai raised 875 million dollars on…
the inference chip race just split from the gpu race. positron ai raised 875 million dollars on september 10 at a 5 billion valuation to build silicon that uses commodity memory instead of hbm, betting that most of the cost of serving models is the memory itself.
the next hardware war is over what a token costs to serve.
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