What it sells
AI chips.
Business model breakdown
Buyer: who owns the budget?
UnverifiedAI infrastructure / compute heads at AI labs and clouds.
Trigger: what makes them buy now?
GPUs throttle thermally, achieving under half of peak FLOPs on inference.
Workflow: what inputs become what output?
Co-designed chips, racks and software as frontier inference clusters; rack-scale product being validated with customers.
Economics: what it saves and how it charges
Hardware sales; claims $1B in demand; A0 silicon back from TSMC N4P; raised $700M at $21B valuation.
Distribution: how it reaches customers
Direct enterprise hardware sales to customers.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-10-12 | — | — | — | news.google.com |
| 2026-07-23 | — | $300M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.